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 1,815 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,680
shares
|
$325,180
0.08% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,679
shares
|
$324,987
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
1,676
shares
|
$324,406
0.13% of portfolio
|
Q4 2024
Added 158.64%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,675
shares
|
$324,213
0.01% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,671
shares
|
$323,438
0.02% of portfolio
|
Q4 2024
Added 45.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$321,696
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,660
shares
|
$321,309
0.08% of portfolio
|
Q1 2020
Reduced 1.6%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
1,660
shares
|
$321,309
0.09% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,658
shares
|
$320,922
0.23% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,653
shares
|
$319,954
0.12% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,650
shares
|
$319,374
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
1,649
shares
|
$319,180
0.1% of portfolio
|
Q2 2022
Reduced 16.76%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,646
shares
|
$318,599
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
1,639
shares
|
$317,244
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,635
shares
|
$316,470
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
1,629
shares
|
$315,309
0.04% of portfolio
|
Q2 2023
Added 3.3%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
1,629
shares
|
$315,309
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,625
shares
|
$314,535
0.04% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,623
shares
|
$314,147
0.1% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
1,620
shares
|
$313,567
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,619
shares
|
$313,373
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,611
shares
|
$311,825
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$309,696
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$309,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,592
shares
|
$308,147
0.29% of portfolio
|
Q4 2024
New holding
|