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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
358,125
shares
|
$69.2 Million
19.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
353,989
shares
|
$68.4 Million
0.91% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
337,280
shares
|
$65.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
335,803
shares
|
$64.9 Million
0.45% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
333,272
shares
|
$64.4 Million
0.78% of portfolio
|
Q4 2024
Added 461.38%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
323,817
shares
|
$62.6 Million
5.41% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
323,714
shares
|
$62.5 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
323,336
shares
|
$62.5 Million
0.55% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
314,886
shares
|
$60.8 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
312,815
shares
|
$60.4 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
307,962
shares
|
$59.5 Million
0.58% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
300,113
shares
|
$58 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
292,754
shares
|
$56.6 Million
2.26% of portfolio
|
Q4 2024
Added 811.84%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
292,378
shares
|
$56.5 Million
19.84% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
292,006
shares
|
$56.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
287,455
shares
|
$55.5 Million
5.32% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
284,776
shares
|
$55 Million
0.15% of portfolio
|
Q4 2024
Added 59.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$54.3 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
255,026
shares
|
$49.3 Million
19.37% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Wind River Trust CO
|
Feb 07, 2025 Q4 2024 |
253,335
shares
|
$48.9 Million
18.44% of portfolio
|
Q2 2022
Reduced 3.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
251,890
shares
|
$48.7 Million
0.42% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
229,861
shares
|
$44.4 Million
11.77% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
224,352
shares
|
$43.3 Million
6.49% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
224,206
shares
|
$43.3 Million
0.67% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,104
shares
|
$43.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.55%
|