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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,387
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
12,339
shares
|
$2.38 Million
0.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
12,229
shares
|
$2.36 Million
0.12% of portfolio
|
Q4 2024
Added 114.69%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,184
shares
|
$2.35 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
12,119
shares
|
$2.34 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
12,057
shares
|
$2.33 Million
0.71% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
12,056
shares
|
$2.33 Million
0.1% of portfolio
|
Q2 2023
Reduced 4.94%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,975
shares
|
$2.31 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
11,904
shares
|
$2.3 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,874
shares
|
$2.29 Million
0.05% of portfolio
|
Q4 2024
Added 175.18%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
11,760
shares
|
$2.27 Million
0.46% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
11,715
shares
|
$2.26 Million
1.94% of portfolio
|
Q1 2022
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
11,606
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2024
Added 39.73%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
11,540
shares
|
$2.23 Million
0.17% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
11,502
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
11,451
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
11,422
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
11,411
shares
|
$2.2 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
11,408
shares
|
$2.2 Million
0.74% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
11,367
shares
|
$2.2 Million
0.23% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,343
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2024 Q3 2024 |
11,252
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Added 53.36%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,105
shares
|
$2.15 Million
0.53% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,081
shares
|
$2.14 Million
0.07% of portfolio
|
Q4 2024
Added 48.66%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
11,077
shares
|
$2.14 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.63%
|