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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wind River Trust CO
|
Feb 07, 2025 Q4 2024 |
253,335
shares
|
$46.6 Million
18.44% of portfolio
|
Q2 2022
Reduced 3.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
251,890
shares
|
$46.3 Million
0.42% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
240,880
shares
|
$44.3 Million
0.42% of portfolio
|
Q4 2024
Added 403.49%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Feb 12, 2025 Q4 2024 |
236,914
shares
|
$43.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 29.45%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
229,773
shares
|
$42.3 Million
0.09% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
224,352
shares
|
$41.3 Million
6.49% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
223,590
shares
|
$41.1 Million
0.08% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
222,425
shares
|
$40.9 Million
9.22% of portfolio
|
Q4 2024
Added 91.63%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
222,296
shares
|
$40.9 Million
5.56% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
221,539
shares
|
$40.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.46%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
221,171
shares
|
$40.7 Million
5.92% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
215,298
shares
|
$39.6 Million
0.23% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
214,045
shares
|
$39.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
213,075
shares
|
$39.2 Million
4.16% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
212,704
shares
|
$39.1 Million
0.01% of portfolio
|
Q4 2024
Added 324.95%
|
|
|
Coho Partners, Ltd.
|
Jan 30, 2025 Q4 2024 |
212,271
shares
|
$39.1 Million
1.83% of portfolio
|
Q4 2024
Added 13577.26%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
211,066
shares
|
$38.8 Million
0.08% of portfolio
|
Q4 2024
Added 613.35%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Feb 14, 2025 Q4 2024 |
210,233
shares
|
$38.7 Million
1.08% of portfolio
|
Q3 2020
Reduced 2.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
209,921
shares
|
$38.6 Million
0.14% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
209,904
shares
|
$38.6 Million
2.42% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
208,636
shares
|
$38.4 Million
0.81% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
207,640
shares
|
$38.2 Million
1.21% of portfolio
|
Q4 2024
Added 109.41%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
203,487
shares
|
$37.4 Million
6.08% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
199,496
shares
|
$36.7 Million
1.04% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
197,774
shares
|
$36.4 Million
3.01% of portfolio
|
Q4 2024
Added 189.62%
|