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 |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$407,500
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$406,534
0.29% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,097
shares
|
$405,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
2,095
shares
|
$404,795
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$404,023
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,074
shares
|
$400,738
0.35% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,072
shares
|
$400,351
0.05% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,064
shares
|
$398,806
0.14% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
2,058
shares
|
$397,646
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,054
shares
|
$396,873
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,040
shares
|
$394,168
0.08% of portfolio
|
Q2 2023
Reduced 43.52%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,037
shares
|
$393,589
0.07% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,031
shares
|
$392,429
0.1% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
2,026
shares
|
$391,463
0.02% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,017
shares
|
$389,724
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,015
shares
|
$389,338
0.03% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,011
shares
|
$388,565
0.01% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,010
shares
|
$388,372
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
2,008
shares
|
$387,985
0.19% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,003
shares
|
$387,019
0.06% of portfolio
|
Q2 2024
Added 59.35%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
1,990
shares
|
$384,507
0.02% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,971
shares
|
$380,836
0.12% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
1,970
shares
|
$380,643
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
1,965
shares
|
$379,677
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
1,964
shares
|
$379,484
0.11% of portfolio
|
Q3 2024
New holding
|