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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,183
shares
|
$809,661
0.12% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
4,182
shares
|
$809,467
0.16% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,179
shares
|
$808,887
0.0% of portfolio
|
Q4 2024
Added 84.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
4,177
shares
|
$808,500
0.05% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,168
shares
|
$806,758
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
4,159
shares
|
$805,016
0.06% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,152
shares
|
$803,661
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
4,149
shares
|
$803,080
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,136
shares
|
$800,564
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
4,135
shares
|
$800,370
0.03% of portfolio
|
Q1 2024
Added 28.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$799,402
0.11% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,106
shares
|
$794,757
0.05% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,086
shares
|
$790,886
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,083
shares
|
$790,305
0.04% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
4,073
shares
|
$788,369
0.26% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
4,071
shares
|
$787,982
0.57% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,068
shares
|
$787,402
0.02% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,039
shares
|
$781,788
0.16% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
4,020
shares
|
$778,111
0.27% of portfolio
|
Q1 2023
Reduced 1.4%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
4,020
shares
|
$778,111
0.34% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
4,018
shares
|
$777,724
0.51% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,014
shares
|
$776,949
0.49% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$774,240
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,978
shares
|
$769,981
0.07% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
3,971
shares
|
$768,626
0.18% of portfolio
|
Q4 2024
New holding
|