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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,007
shares
|
$581,012
0.11% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,003
shares
|
$580,239
0.19% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
3,000
shares
|
$579,660
0.19% of portfolio
|
Q1 2023
Reduced 22.08%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,999
shares
|
$579,466
0.07% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
2,992
shares
|
$578,114
0.2% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
2,970
shares
|
$573,863
0.1% of portfolio
|
Q1 2024
Added 20.73%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
2,967
shares
|
$573,283
0.11% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
2,967
shares
|
$573,283
0.15% of portfolio
|
Q3 2023
Reduced 5.9%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,962
shares
|
$572,317
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
2,956
shares
|
$571,158
0.25% of portfolio
|
Q4 2024
Reduced 16.5%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,956
shares
|
$571,158
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,947
shares
|
$569,419
0.15% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
2,942
shares
|
$568,453
0.15% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,938
shares
|
$567,680
0.02% of portfolio
|
Q3 2024
Added 70.32%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
2,906
shares
|
$561,497
0.05% of portfolio
|
Q3 2023
Added 92.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,898
shares
|
$559,951
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
2,886
shares
|
$557,632
0.15% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,884
shares
|
$557,246
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,879
shares
|
$556,280
0.03% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,876
shares
|
$555,700
0.28% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,853
shares
|
$551,256
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,853
shares
|
$551,256
0.04% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,848
shares
|
$550,290
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,845
shares
|
$549,710
0.12% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
2,842
shares
|
$549,131
0.07% of portfolio
|
Q4 2023
Reduced 2.8%
|