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 1,772 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,883,364
shares
|
$365 Million
13.39% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,744,003
shares
|
$338 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$258 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$242 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
1,235,849
shares
|
$239 Million
14.37% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,229,100
shares
|
$238 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$227 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,105,404
shares
|
$214 Million
7.86% of portfolio
|
Q3 2024
Added 77.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,103,619
shares
|
$214 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,081,228
shares
|
$209 Million
0.12% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,015,714
shares
|
$197 Million
0.53% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,014,517
shares
|
$196 Million
0.77% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,000,778
shares
|
$194 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
985,658
shares
|
$191 Million
0.27% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
871,802
shares
|
$169 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
850,844
shares
|
$165 Million
6.37% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
825,144
shares
|
$160 Million
1.04% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
764,174
shares
|
$148 Million
9.78% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
763,394
shares
|
$148 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
692,124
shares
|
$134 Million
1.87% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
666,889
shares
|
$129 Million
0.27% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
665,762
shares
|
$129 Million
7.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
607,358
shares
|
$118 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
590,826
shares
|
$114 Million
0.07% of portfolio
|
Q3 2024
Added 311.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
524,533
shares
|
$102 Million
0.1% of portfolio
|
Q3 2024
Added 0.61%
|