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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,827
shares
|
$3.64 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
18,751
shares
|
$3.62 Million
1.57% of portfolio
|
Q4 2024
Added 43.9%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
18,686
shares
|
$3.61 Million
2.43% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
18,641
shares
|
$3.6 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
18,623
shares
|
$3.6 Million
0.12% of portfolio
|
Q4 2024
Added 10.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
18,397
shares
|
$3.55 Million
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,376
shares
|
$3.55 Million
0.56% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Feb 05, 2025 Q4 2024 |
17,977
shares
|
$3.47 Million
1.18% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,833
shares
|
$3.45 Million
0.2% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
17,805
shares
|
$3.44 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
|
Donald Smith & Co., Inc.
New York, NY |
Oct 25, 2024 Q3 2024 |
17,800
shares
|
$3.44 Million
0.08% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,657
shares
|
$3.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 70.31%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
17,457
shares
|
$3.37 Million
0.35% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,995
shares
|
$3.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16,923
shares
|
$3.27 Million
0.12% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
16,915
shares
|
$3.27 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
16,909
shares
|
$3.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
16,869
shares
|
$3.26 Million
0.11% of portfolio
|
Q3 2024
Added 324.16%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
16,684
shares
|
$3.22 Million
1.66% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,650
shares
|
$3.22 Million
0.08% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,562
shares
|
$3.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
16,505
shares
|
$3.19 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.6%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
16,468
shares
|
$3.18 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
16,314
shares
|
$3.15 Million
0.62% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
16,257
shares
|
$3.14 Million
1.29% of portfolio
|
Q4 2024
Reduced 23.89%
|