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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,200
shares
|
$220,764
0.08% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$220,764
0.07% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
1,198
shares
|
$220,396
0.04% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,190
shares
|
$218,924
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,187
shares
|
$218,372
0.02% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
1,185
shares
|
$218,004
0.06% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
1,185
shares
|
$218,004
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
1,180
shares
|
$217,084
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,173
shares
|
$215,796
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,172
shares
|
$215,612
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,172
shares
|
$215,612
0.2% of portfolio
|
Q4 2024
Reduced 49.68%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
1,172
shares
|
$215,612
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
1,166
shares
|
$214,509
0.02% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
1,166
shares
|
$214,509
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,166
shares
|
$214,509
0.01% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,165
shares
|
$214,325
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
1,164
shares
|
$214,141
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,163
shares
|
$213,957
0.06% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 29, 2025 Q4 2024 |
1,163
shares
|
$213,957
0.04% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
1,161
shares
|
$213,589
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Feb 13, 2025 Q4 2024 |
1,144
shares
|
$210,461
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
1,144
shares
|
$210,461
0.11% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
1,143
shares
|
$210,277
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,138
shares
|
$209,357
0.01% of portfolio
|
Q4 2024
Reduced 32.78%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,135
shares
|
$208,805
0.1% of portfolio
|
Q4 2024
Reduced 20.91%
|