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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
13,644
shares
|
$2.64 Million
0.21% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
13,629
shares
|
$2.63 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,494
shares
|
$2.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
13,405
shares
|
$2.59 Million
0.81% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
13,400
shares
|
$2.59 Million
1.11% of portfolio
|
Q1 2023
Reduced 1.26%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
13,400
shares
|
$2.59 Million
0.45% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
13,385
shares
|
$2.59 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,348
shares
|
$2.58 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
13,334
shares
|
$2.58 Million
0.26% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
13,332
shares
|
$2.58 Million
0.21% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,329
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
13,281
shares
|
$2.57 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,214
shares
|
$2.55 Million
0.8% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
13,105
shares
|
$2.53 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,030
shares
|
$2.52 Million
0.34% of portfolio
|
Q3 2024
Added 22.72%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
13,010
shares
|
$2.51 Million
1.32% of portfolio
|
Q4 2023
Added 27.42%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
12,871
shares
|
$2.49 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
12,841
shares
|
$2.48 Million
0.18% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
12,811
shares
|
$2.48 Million
0.78% of portfolio
|
Q4 2024
Added 550.63%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
12,776
shares
|
$2.47 Million
0.11% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
12,601
shares
|
$2.43 Million
0.68% of portfolio
|
Q4 2023
Reduced 37.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,595
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,572
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
12,419
shares
|
$2.4 Million
0.38% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,405
shares
|
$2.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.65%
|