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 1,815 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
23,480
shares
|
$4.54 Million
0.06% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
23,456
shares
|
$4.54 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
23,378
shares
|
$4.53 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,304
shares
|
$4.51 Million
0.04% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
23,256
shares
|
$4.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 15.52%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
23,175
shares
|
$4.49 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
23,167
shares
|
$4.48 Million
0.17% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
23,149
shares
|
$4.48 Million
0.04% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
22,684
shares
|
$4.39 Million
0.08% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
22,630
shares
|
$4.38 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,563
shares
|
$4.37 Million
1.33% of portfolio
|
Q1 2023
Reduced 27.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
22,497
shares
|
$4.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,107
shares
|
$4.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
22,066
shares
|
$4.27 Million
1.82% of portfolio
|
Q4 2024
New holding
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
22,050
shares
|
$4.27 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,018
shares
|
$4.26 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
21,895
shares
|
$4.24 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
21,865
shares
|
$4.23 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,847
shares
|
$4.23 Million
0.13% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
21,681
shares
|
$4.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
21,535
shares
|
$4.17 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,411
shares
|
$4.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
21,350
shares
|
$4.13 Million
0.2% of portfolio
|
Q4 2024
Added 73.21%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
21,267
shares
|
$4.12 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
21,058
shares
|
$4.08 Million
0.03% of portfolio
|
Q4 2024
Added 46.73%
|