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 |
---|---|---|---|---|---|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
1,119
shares
|
$216,213
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,118
shares
|
$216,019
0.05% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,116
shares
|
$215,633
0.02% of portfolio
|
Q3 2024
New holding
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,103
shares
|
$213,121
0.02% of portfolio
|
Q3 2024
New holding
|
|
Inlet Private Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,102
shares
|
$212,928
0.06% of portfolio
|
Q3 2024
New holding
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,101
shares
|
$212,735
0.06% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
1,100
shares
|
$212,542
0.05% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,100
shares
|
$212,542
0.13% of portfolio
|
Q2 2024
New holding
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$211,769
0.01% of portfolio
|
Q3 2024
New holding
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,095
shares
|
$211,575
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
1,092
shares
|
$210,996
0.09% of portfolio
|
Q3 2024
New holding
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
1,091
shares
|
$210,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,091
shares
|
$210,803
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,089
shares
|
$210,416
0.14% of portfolio
|
Q3 2024
New holding
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,085
shares
|
$209,643
0.02% of portfolio
|
Q3 2024
New holding
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,083
shares
|
$209,257
0.12% of portfolio
|
Q3 2024
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,080
shares
|
$208,677
0.07% of portfolio
|
Q4 2022
Reduced 18.8%
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,080
shares
|
$208,677
0.06% of portfolio
|
Q3 2024
New holding
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,070
shares
|
$206,745
0.04% of portfolio
|
Q4 2024
Added 204.84%
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$205,779
0.13% of portfolio
|
Q3 2024
New holding
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$204,619
0.07% of portfolio
|
Q3 2024
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,047
shares
|
$202,301
0.09% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,023
shares
|
$197,664
0.02% of portfolio
|
Q4 2024
Added 29.33%
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,002
shares
|
$193,606
0.07% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
984
shares
|
$190,128
0.12% of portfolio
|
Q3 2023
Reduced 48.32%
|