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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
7,613
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Added 49.66%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
7,607
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2023
Reduced 20.75%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,589
shares
|
$1.47 Million
0.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
7,576
shares
|
$1.46 Million
0.35% of portfolio
|
Q4 2024
Reduced 78.55%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
7,573
shares
|
$1.46 Million
0.35% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,546
shares
|
$1.46 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,527
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2022
Reduced 3.19%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
7,500
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
7,473
shares
|
$1.44 Million
0.61% of portfolio
|
Q4 2024
Reduced 62.52%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
7,467
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
7,456
shares
|
$1.44 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,437
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
7,377
shares
|
$1.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,363
shares
|
$1.42 Million
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
7,340
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2024
Added 11.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,321
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Added 24.11%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
7,303
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
7,254
shares
|
$1.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
7,240
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
7,239
shares
|
$1.4 Million
0.23% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,221
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2024
Added 277.67%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,192
shares
|
$1.39 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
7,192
shares
|
$1.39 Million
0.38% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
7,167
shares
|
$1.38 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
7,104
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
New holding
|