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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
8,870
shares
|
$1.71 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
8,865
shares
|
$1.71 Million
0.7% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,850
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
8,842
shares
|
$1.71 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
8,827
shares
|
$1.71 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,752
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Added 88.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,744
shares
|
$1.69 Million
0.26% of portfolio
|
Q3 2023
Reduced 11.74%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,710
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 260.51%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,691
shares
|
$1.68 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
8,672
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 57.24%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
8,608
shares
|
$1.66 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
8,603
shares
|
$1.66 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
8,580
shares
|
$1.66 Million
1.12% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,578
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
8,576
shares
|
$1.66 Million
1.27% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
8,533
shares
|
$1.65 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,508
shares
|
$1.64 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,452
shares
|
$1.63 Million
0.25% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,360
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,358
shares
|
$1.61 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,276
shares
|
$1.6 Million
0.31% of portfolio
|
Q1 2022
Added 7.52%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
8,220
shares
|
$1.59 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,218
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.57%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
8,150
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8,139
shares
|
$1.57 Million
1.22% of portfolio
|
Q4 2024
Added 2.3%
|