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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$267,996
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,375
shares
|
$265,677
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
1,373
shares
|
$265,291
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,370
shares
|
$264,711
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
1,368
shares
|
$264,324
0.08% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,364
shares
|
$263,552
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,363
shares
|
$263,358
0.01% of portfolio
|
Q1 2024
Added 422.22%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
1,360
shares
|
$262,779
0.01% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,356
shares
|
$262,006
0.0% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,345
shares
|
$259,880
0.13% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,345
shares
|
$259,880
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,344
shares
|
$259,687
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,343
shares
|
$259,494
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,342
shares
|
$259,301
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,340
shares
|
$258,914
0.01% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,339
shares
|
$258,721
0.12% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$257,562
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,332
shares
|
$257,369
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,331
shares
|
$257,175
0.07% of portfolio
|
Q4 2023
Reduced 16.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,329
shares
|
$256,789
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,328
shares
|
$256,596
0.03% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
1,324
shares
|
$255,823
0.1% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,323
shares
|
$255,630
0.06% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,323
shares
|
$255,630
0.13% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
1,320
shares
|
$255,050
0.02% of portfolio
|
Q4 2024
New holding
|