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 1,795 institutions that hold shares in the stock, with a total of 261 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 |
|---|---|---|---|---|---|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,553
shares
|
$300,070
0.12% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,551
shares
|
$299,684
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,549
shares
|
$299,297
0.11% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,549
shares
|
$299,297
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
1,543
shares
|
$298,138
0.04% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,538
shares
|
$297,172
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,536
shares
|
$296,785
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,519
shares
|
$293,501
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,519
shares
|
$293,501
0.04% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$293,307
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,512
shares
|
$292,148
0.1% of portfolio
|
Q1 2022
Added 3.0%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,509
shares
|
$291,568
0.02% of portfolio
|
Q2 2023
Reduced 28.45%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,506
shares
|
$290,989
0.04% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,504
shares
|
$290,602
0.02% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,501
shares
|
$290,023
0.03% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,500
shares
|
$289,830
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
1,499
shares
|
$289,636
0.27% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
1,491
shares
|
$288,091
0.03% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
1,489
shares
|
$287,704
0.01% of portfolio
|
Q3 2024
Reduced 83.81%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
1,487
shares
|
$287,318
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
1,485
shares
|
$286,931
0.07% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,485
shares
|
$286,931
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,480
shares
|
$285,965
0.15% of portfolio
|
Q2 2023
Added 1.37%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,476
shares
|
$285,192
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,472
shares
|
$284,419
0.01% of portfolio
|
Q3 2024
Reduced 31.02%
|