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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,639
shares
|
$509,907
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,626
shares
|
$507,395
0.01% of portfolio
|
Q2 2023
Added 15.12%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,625
shares
|
$507,202
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,624
shares
|
$507,009
0.27% of portfolio
|
Q3 2023
Reduced 7.54%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
2,621
shares
|
$506,429
0.27% of portfolio
|
Q2 2023
Reduced 50.23%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,617
shares
|
$505,656
0.01% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
2,617
shares
|
$505,656
0.13% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
2,617
shares
|
$505,656
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,595
shares
|
$501,405
0.18% of portfolio
|
Q3 2024
Reduced 38.52%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$500,053
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
2,586
shares
|
$499,666
0.07% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,576
shares
|
$497,734
0.1% of portfolio
|
Q3 2023
Reduced 3.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
2,566
shares
|
$495,802
0.04% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
2,540
shares
|
$490,778
0.2% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,533
shares
|
$489,426
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
2,520
shares
|
$486,914
0.13% of portfolio
|
Q4 2021
Reduced 52.54%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,515
shares
|
$485,948
0.1% of portfolio
|
Q1 2024
Added 24.81%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,512
shares
|
$485,368
0.08% of portfolio
|
Q2 2024
Added 593.92%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,511
shares
|
$485,175
0.28% of portfolio
|
Q1 2024
Added 29.5%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,500
shares
|
$483,050
0.13% of portfolio
|
Q1 2024
Added 16.28%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
2,499
shares
|
$482,856
0.13% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$478,605
0.49% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,467
shares
|
$476,673
0.03% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,453
shares
|
$473,968
0.04% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,442
shares
|
$471,843
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|