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 |
|---|---|---|---|---|---|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,318
shares
|
$242,472
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
1,317
shares
|
$242,288
0.09% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,315
shares
|
$241,920
0.12% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,315
shares
|
$241,920
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
1,314
shares
|
$241,736
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,308
shares
|
$240,632
0.1% of portfolio
|
Q2 2024
Reduced 85.89%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
1,296
shares
|
$238,425
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
1,294
shares
|
$238,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Feb 05, 2025 Q4 2024 |
1,293
shares
|
$237,873
0.19% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,290
shares
|
$237,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,289
shares
|
$237,137
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,283
shares
|
$236,033
0.13% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$235,849
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,279
shares
|
$235,297
0.1% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,279
shares
|
$235,297
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,279
shares
|
$235,297
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,277
shares
|
$234,929
0.13% of portfolio
|
Q2 2020
Added 621.47%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
1,274
shares
|
$234,377
0.11% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$234,193
0.03% of portfolio
|
Q4 2024
Added 55.62%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
1,273
shares
|
$234,193
0.17% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
1,270
shares
|
$233,641
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,267
shares
|
$233,089
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
1,267
shares
|
$233,089
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
1,263
shares
|
$232,354
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,256
shares
|
$231,066
0.1% of portfolio
|
Q4 2024
Added 0.56%
|