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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,802
shares
|
$734,622
0.35% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,797
shares
|
$733,656
0.11% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
3,782
shares
|
$730,758
0.63% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
3,779
shares
|
$730,178
0.05% of portfolio
|
Q4 2023
Added 41.54%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,764
shares
|
$727,280
0.08% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,764
shares
|
$727,280
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
3,763
shares
|
$727,086
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,758
shares
|
$726,120
0.22% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,707
shares
|
$716,266
0.07% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
3,705
shares
|
$715,880
0.11% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
3,685
shares
|
$712,015
0.06% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,684
shares
|
$711,822
0.54% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
3,677
shares
|
$710,469
0.23% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
3,660
shares
|
$707,185
0.21% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
3,651
shares
|
$705,446
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,646
shares
|
$704,480
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
3,644
shares
|
$704,093
0.03% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
3,634
shares
|
$702,161
0.34% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,627
shares
|
$700,808
0.07% of portfolio
|
Q2 2023
Added 36.92%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,627
shares
|
$700,808
0.25% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,620
shares
|
$699,456
0.06% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,619
shares
|
$699,263
0.12% of portfolio
|
Q3 2024
Added 76.11%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,613
shares
|
$698,103
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
3,604
shares
|
$696,364
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,592
shares
|
$694,046
0.44% of portfolio
|
Q4 2024
Added 0.03%
|