Institutional Ownership Ishares Russell 1000 Val ETF (IWD)
This table provides information about the institutional ownership of Ishares Russell 1000 Val ETF (IWD). We have compiled data on the 1,795 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,957
shares
|
$4.82 Million
0.15% of portfolio
|
Q3 2023
Added 159.21%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,756
shares
|
$4.78 Million
0.14% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
24,624
shares
|
$4.76 Million
0.16% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,568
shares
|
$4.75 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
24,304
shares
|
$4.7 Million
0.64% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
24,251
shares
|
$4.69 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
24,055
shares
|
$4.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,044
shares
|
$4.65 Million
1.94% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
24,037
shares
|
$4.64 Million
0.53% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
24,008
shares
|
$4.64 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
23,904
shares
|
$4.62 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
23,670
shares
|
$4.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
23,612
shares
|
$4.56 Million
0.31% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
23,492
shares
|
$4.54 Million
0.07% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
23,456
shares
|
$4.53 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
23,422
shares
|
$4.53 Million
1.15% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
23,378
shares
|
$4.52 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,364
shares
|
$4.51 Million
0.06% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,304
shares
|
$4.5 Million
0.04% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
23,256
shares
|
$4.49 Million
0.37% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
23,230
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.89%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
23,175
shares
|
$4.48 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,149
shares
|
$4.47 Million
0.04% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
22,963
shares
|
$4.44 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
22,781
shares
|
$4.4 Million
0.48% of portfolio
|
Q3 2024
Added 113.83%
|