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 |
|---|---|---|---|---|---|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,062
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
11,054
shares
|
$2.14 Million
0.41% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
11,005
shares
|
$2.13 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10,978
shares
|
$2.12 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
10,958
shares
|
$2.12 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,925
shares
|
$2.11 Million
0.7% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10,903
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
10,870
shares
|
$2.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,820
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
10,732
shares
|
$2.07 Million
0.22% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
10,710
shares
|
$2.07 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
10,710
shares
|
$2.07 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,673
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,672
shares
|
$2.06 Million
0.16% of portfolio
|
Q4 2024
Reduced 99.24%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
10,655
shares
|
$2.06 Million
1.91% of portfolio
|
Q4 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,635
shares
|
$2.05 Million
4.41% of portfolio
|
Q4 2021
New holding
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
10,597
shares
|
$2.05 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
10,551
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
10,529
shares
|
$2.03 Million
0.97% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
10,520
shares
|
$2.03 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
10,514
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,509
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2024
Added 395.94%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,484
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
10,469
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
10,430
shares
|
$2.02 Million
1.28% of portfolio
|
Q3 2024
Added 6.34%
|