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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
2,426
shares
|
$469,576
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
2,414
shares
|
$467,253
0.03% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
2,413
shares
|
$467,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,413
shares
|
$467,060
0.02% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
2,413
shares
|
$467,060
0.22% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$466,092
0.11% of portfolio
|
Q3 2024
Added 71.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,402
shares
|
$464,931
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,381
shares
|
$460,866
0.14% of portfolio
|
Q2 2022
Added 3.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,380
shares
|
$460,672
0.04% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,378
shares
|
$460,285
0.24% of portfolio
|
Q2 2022
Added 0.89%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,378
shares
|
$460,285
0.09% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,377
shares
|
$460,092
0.14% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
2,363
shares
|
$457,382
0.09% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,360
shares
|
$456,801
0.08% of portfolio
|
Q1 2023
Added 12.38%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,359
shares
|
$456,608
0.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,355
shares
|
$455,833
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
2,353
shares
|
$455,446
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
2,346
shares
|
$454,091
0.01% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
2,346
shares
|
$454,091
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
2,338
shares
|
$452,543
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,334
shares
|
$451,769
0.01% of portfolio
|
Q1 2024
Added 25.69%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,332
shares
|
$451,381
0.05% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,326
shares
|
$450,220
0.05% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
2,322
shares
|
$449,446
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
2,311
shares
|
$447,317
0.13% of portfolio
|
Q4 2024
Reduced 0.52%
|