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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,116
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
6,116
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,084
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
6,078
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,075
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
6,069
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,035
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,023
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,019
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
6,012
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 25.93%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
6,005
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,982
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.8%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,976
shares
|
$1.15 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,975
shares
|
$1.15 Million
0.26% of portfolio
|
Q1 2022
Reduced 3.69%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,975
shares
|
$1.15 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
5,975
shares
|
$1.15 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,966
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
5,956
shares
|
$1.15 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,946
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,942
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,924
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2024
Added 162.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,915
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,904
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,886
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 40.67%
|