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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,558
shares
|
$880,696
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,557
shares
|
$880,503
0.0% of portfolio
|
Q4 2022
Added 4.78%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,527
shares
|
$874,706
0.28% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$874,513
0.15% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
4,525
shares
|
$874,320
0.6% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,484
shares
|
$866,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,479
shares
|
$865,432
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jan 30, 2025 Q4 2024 |
4,474
shares
|
$864,466
0.61% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,462
shares
|
$862,147
0.03% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
4,453
shares
|
$860,408
0.37% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,452
shares
|
$860,215
0.04% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
4,433
shares
|
$856,544
0.17% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
4,433
shares
|
$856,544
0.06% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,407
shares
|
$851,520
0.16% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
4,404
shares
|
$850,940
0.12% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,400
shares
|
$850,168
0.17% of portfolio
|
Q4 2024
Reduced 31.88%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,396
shares
|
$849,395
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
4,387
shares
|
$847,656
0.15% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,386
shares
|
$847,462
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
4,374
shares
|
$845,144
0.07% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,367
shares
|
$843,791
0.12% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,358
shares
|
$842,052
0.12% of portfolio
|
Q2 2024
Added 14.08%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
4,354
shares
|
$841,279
0.04% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,333
shares
|
$837,222
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
4,319
shares
|
$834,517
0.08% of portfolio
|
Q4 2024
Added 0.02%
|