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 1,795 institutions that hold shares in the stock, with a total of 261 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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
524,533
shares
|
$101 Million
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
519,083
shares
|
$100 Million
0.44% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
498,835
shares
|
$96.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
489,907
shares
|
$94.7 Million
0.13% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
458,646
shares
|
$88.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
445,948
shares
|
$86.2 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
439,833
shares
|
$85 Million
2.02% of portfolio
|
Q4 2024
Added 291.67%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$84.5 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
427,773
shares
|
$82.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.79%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
420,683
shares
|
$81.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 99.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
413,551
shares
|
$79.9 Million
17.17% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
412,809
shares
|
$79.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
407,619
shares
|
$78.8 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
403,598
shares
|
$78 Million
2.04% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
399,331
shares
|
$77.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
388,500
shares
|
$75.1 Million
1.05% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
388,498
shares
|
$75.1 Million
5.12% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$74.1 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
375,840
shares
|
$72.6 Million
7.75% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
373,677
shares
|
$72.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
371,589
shares
|
$71.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
370,132
shares
|
$71.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
365,537
shares
|
$70.6 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$70.5 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
364,036
shares
|
$70.3 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.1%
|