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 1,803 institutions that hold shares in the stock, with a total of 262 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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
14,979
shares
|
$2.89 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
14,927
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
14,868
shares
|
$2.87 Million
0.22% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
14,685
shares
|
$2.84 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
14,654
shares
|
$2.83 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
14,638
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
14,605
shares
|
$2.82 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
14,602
shares
|
$2.82 Million
0.42% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,581
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
14,565
shares
|
$2.81 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,553
shares
|
$2.81 Million
1.34% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
14,482
shares
|
$2.8 Million
0.25% of portfolio
|
Q1 2023
Reduced 10.24%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
14,480
shares
|
$2.8 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
14,439
shares
|
$2.79 Million
0.77% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
14,344
shares
|
$2.77 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
14,284
shares
|
$2.76 Million
0.4% of portfolio
|
Q4 2024
Added 301.69%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
14,280
shares
|
$2.76 Million
0.36% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
14,229
shares
|
$2.75 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
14,210
shares
|
$2.75 Million
0.16% of portfolio
|
Q3 2024
Reduced 77.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
14,146
shares
|
$2.73 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
14,001
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
13,976
shares
|
$2.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,880
shares
|
$2.68 Million
3.38% of portfolio
|
Q1 2023
Reduced 71.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,783
shares
|
$2.66 Million
0.06% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
13,767
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2024
Added 8.15%
|