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 |
|---|---|---|---|---|---|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
1,620
shares
|
$298,031
0.11% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,619
shares
|
$297,847
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,592
shares
|
$292,880
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
1,587
shares
|
$291,960
0.04% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
1,587
shares
|
$291,960
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
1,586
shares
|
$291,776
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
1,585
shares
|
$291,592
0.02% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
1,581
shares
|
$290,856
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
1,580
shares
|
$290,672
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
1,577
shares
|
$290,120
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,577
shares
|
$290,120
0.07% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,577
shares
|
$290,120
0.0% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,575
shares
|
$289,752
0.1% of portfolio
|
Q2 2024
Added 12.66%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,575
shares
|
$289,752
0.05% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
1,573
shares
|
$289,384
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,572
shares
|
$289,200
0.02% of portfolio
|
Q4 2024
Reduced 41.43%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
1,571
shares
|
$289,016
0.0% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,569
shares
|
$288,648
0.09% of portfolio
|
Q4 2024
Reduced 91.2%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,567
shares
|
$288,280
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,564
shares
|
$287,729
0.09% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,561
shares
|
$287,177
0.04% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
1,557
shares
|
$286,441
0.02% of portfolio
|
Q1 2023
Added 14.91%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,553
shares
|
$285,705
0.12% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
1,549
shares
|
$284,969
0.11% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,544
shares
|
$284,049
0.05% of portfolio
|
Q4 2024
Added 0.52%
|