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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,340
shares
|
$259,370
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
|
$259,176
0.12% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
1,336
shares
|
$258,596
0.01% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$258,015
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,332
shares
|
$257,821
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
1,331
shares
|
$257,628
0.07% of portfolio
|
Q4 2023
Reduced 16.5%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,329
shares
|
$257,241
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
1,328
shares
|
$257,047
0.03% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
1,324
shares
|
$256,273
0.1% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,323
shares
|
$256,079
0.06% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,323
shares
|
$256,079
0.13% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
1,321
shares
|
$255,692
0.02% of portfolio
|
Q4 2024
Reduced 14.72%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
1,320
shares
|
$255,499
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,318
shares
|
$255,112
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
1,317
shares
|
$254,918
0.09% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,315
shares
|
$254,531
0.12% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,315
shares
|
$254,531
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
1,314
shares
|
$254,337
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,312
shares
|
$253,950
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,308
shares
|
$253,176
0.1% of portfolio
|
Q2 2024
Reduced 85.89%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,299
shares
|
$251,434
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
1,296
shares
|
$250,853
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
1,294
shares
|
$250,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,293
shares
|
$250,273
0.19% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,290
shares
|
$249,692
0.0% of portfolio
|
Q3 2024
New holding
|