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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
1,866
shares
|
$343,288
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$342,736
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
1,860
shares
|
$342,184
0.23% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,858
shares
|
$341,816
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,850
shares
|
$340,344
0.07% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,848
shares
|
$339,976
0.25% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
1,846
shares
|
$339,608
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,846
shares
|
$339,608
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
1,845
shares
|
$339,424
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,844
shares
|
$339,240
0.04% of portfolio
|
Q2 2023
Reduced 7.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$338,872
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
1,842
shares
|
$338,872
0.1% of portfolio
|
Q4 2023
Added 3.31%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
1,842
shares
|
$338,872
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,835
shares
|
$337,584
0.22% of portfolio
|
Q2 2022
Reduced 7.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,835
shares
|
$337,584
0.04% of portfolio
|
Q3 2022
Added 16.21%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,834
shares
|
$337,400
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,833
shares
|
$337,217
0.07% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,833
shares
|
$337,217
0.1% of portfolio
|
Q4 2020
Reduced 11.02%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
1,807
shares
|
$332,433
0.05% of portfolio
|
Q4 2024
Reduced 56.25%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
1,805
shares
|
$332,065
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,804
shares
|
$331,881
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,801
shares
|
$331,329
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
1,791
shares
|
$329,490
0.04% of portfolio
|
Q4 2023
Reduced 10.14%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
1,789
shares
|
$329,122
0.1% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,783
shares
|
$328,018
0.03% of portfolio
|
Q2 2023
Added 0.28%
|