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 1,835 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $52.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
6,847
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,818
shares
|
$1.32 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
6,761
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,758
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
6,737
shares
|
$1.3 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,736
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,671
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,630
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
6,612
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,538
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
6,537
shares
|
$1.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,529
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,521
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,447
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,433
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
6,413
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.21%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
6,407
shares
|
$1.24 Million
3.4% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2022
Reduced 91.06%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,399
shares
|
$1.24 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,394
shares
|
$1.24 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,363
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2023
Added 3.56%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
6,340
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 456.14%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,327
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
6,322
shares
|
$1.22 Million
0.82% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,317
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 13.03%
|