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 |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,954
shares
|
$377,551
0.25% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
1,951
shares
|
$376,972
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,940
shares
|
$374,846
0.02% of portfolio
|
Q1 2023
Reduced 13.39%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
1,940
shares
|
$374,846
0.03% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
1,936
shares
|
$374,073
0.23% of portfolio
|
Q4 2024
Added 72.09%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
1,928
shares
|
$372,528
0.11% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,922
shares
|
$371,368
0.08% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,922
shares
|
$371,368
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,918
shares
|
$370,595
0.02% of portfolio
|
Q2 2022
Reduced 31.4%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
1,915
shares
|
$370,016
0.09% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
1,913
shares
|
$369,629
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
1,910
shares
|
$369,050
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,901
shares
|
$367,311
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$367,118
0.01% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,900
shares
|
$367,118
0.1% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,896
shares
|
$366,345
0.04% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,891
shares
|
$365,379
0.2% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,889
shares
|
$364,992
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,884
shares
|
$364,026
0.07% of portfolio
|
Q4 2024
Added 472.64%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,879
shares
|
$363,060
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,876
shares
|
$362,480
0.01% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,876
shares
|
$362,480
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,873
shares
|
$361,901
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,872
shares
|
$361,707
0.01% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,871
shares
|
$361,514
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|