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 |
|---|---|---|---|---|---|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
3,522
shares
|
$681,718
0.44% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
3,522
shares
|
$681,718
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
3,521
shares
|
$681,524
0.25% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,518
shares
|
$680,944
0.08% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
3,518
shares
|
$680,944
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,507
shares
|
$678,814
0.28% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,468
shares
|
$671,266
0.04% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,442
shares
|
$666,233
0.17% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,431
shares
|
$664,104
0.06% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,425
shares
|
$662,943
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,424
shares
|
$662,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,423
shares
|
$662,555
0.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,414
shares
|
$660,813
0.22% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,413
shares
|
$660,620
0.28% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,392
shares
|
$656,555
0.12% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,387
shares
|
$655,587
0.05% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$654,813
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,382
shares
|
$654,619
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,379
shares
|
$654,039
0.09% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,379
shares
|
$654,039
0.02% of portfolio
|
Q4 2024
Added 170.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
3,372
shares
|
$652,684
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,370
shares
|
$652,297
0.03% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
3,368
shares
|
$651,910
0.07% of portfolio
|
Q1 2024
Reduced 30.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
3,363
shares
|
$650,942
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$650,555
0.0% of portfolio
|
Q2 2022
Added 20.08%
|