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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,185
shares
|
$422,185
0.01% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
2,184
shares
|
$421,992
0.17% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,184
shares
|
$421,992
0.09% of portfolio
|
Q4 2024
Reduced 87.49%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,183
shares
|
$421,799
0.08% of portfolio
|
Q1 2022
Reduced 15.84%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,178
shares
|
$420,833
0.04% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
2,177
shares
|
$420,639
0.09% of portfolio
|
Q3 2023
Reduced 12.46%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,176
shares
|
$420,446
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,170
shares
|
$419,287
0.14% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,170
shares
|
$419,287
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
2,162
shares
|
$417,741
0.21% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,161
shares
|
$417,548
0.18% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
2,150
shares
|
$415,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,146
shares
|
$414,650
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
2,146
shares
|
$414,650
0.09% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
2,144
shares
|
$414,263
0.09% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,144
shares
|
$414,263
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,136
shares
|
$412,717
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,136
shares
|
$412,717
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,133
shares
|
$412,138
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,130
shares
|
$411,558
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,130
shares
|
$411,558
0.13% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,128
shares
|
$411,172
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$410,399
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,123
shares
|
$410,206
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$409,626
0.08% of portfolio
|
Q2 2024
Added 19.71%
|