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 |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,138
shares
|
$1.57 Million
0.03% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
8,118
shares
|
$1.57 Million
1.48% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,042
shares
|
$1.55 Million
0.27% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
8,032
shares
|
$1.55 Million
0.63% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,013
shares
|
$1.55 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
7,920
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
7,912
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
7,911
shares
|
$1.53 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,881
shares
|
$1.52 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
7,826
shares
|
$1.51 Million
0.03% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
7,818
shares
|
$1.51 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
7,799
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
7,772
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,719
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 53.83%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
7,707
shares
|
$1.49 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
7,693
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Added 64.94%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
7,686
shares
|
$1.49 Million
0.33% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
7,683
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 26.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
7,655
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,651
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2024
Added 221.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
7,649
shares
|
$1.48 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,647
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Added 217.96%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
7,641
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
7,616
shares
|
$1.47 Million
0.62% of portfolio
|
Q4 2022
New holding
|