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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,182
shares
|
$614,826
0.22% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
3,171
shares
|
$612,700
0.05% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,164
shares
|
$611,348
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,161
shares
|
$610,768
0.01% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,142
shares
|
$607,097
0.09% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,136
shares
|
$605,937
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,131
shares
|
$604,971
0.22% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,126
shares
|
$604,005
0.49% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,120
shares
|
$602,846
0.13% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
3,113
shares
|
$601,493
0.39% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,110
shares
|
$600,914
0.19% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,109
shares
|
$600,720
0.1% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,099
shares
|
$598,788
0.14% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$597,629
0.09% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,071
shares
|
$593,378
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,066
shares
|
$592,412
0.03% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
3,065
shares
|
$592,219
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
3,046
shares
|
$588,548
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,045
shares
|
$588,354
0.07% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
3,043
shares
|
$587,968
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,040
shares
|
$587,388
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
3,035
shares
|
$586,422
0.14% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,034
shares
|
$586,229
0.37% of portfolio
|
Q4 2024
Reduced 73.52%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,017
shares
|
$582,944
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$582,558
0.29% of portfolio
|
Q3 2024
Reduced 25.5%
|