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 1,772 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
529
shares
|
$102,382
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
527
shares
|
$101,995
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
484
shares
|
$93,673
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
483
shares
|
$93,479
0.05% of portfolio
|
Q4 2023
Reduced 28.55%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
479
shares
|
$92,705
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
470
shares
|
$90,963
0.03% of portfolio
|
Q4 2024
Added 5122.22%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
462
shares
|
$89,415
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
462
shares
|
$89,415
0.03% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
458
shares
|
$88,641
0.02% of portfolio
|
Q3 2024
Reduced 50.81%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
457
shares
|
$88,447
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
454
shares
|
$87,867
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
437
shares
|
$84,576
0.01% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
430
shares
|
$83,222
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
422
shares
|
$81,673
0.02% of portfolio
|
Q2 2024
Reduced 19.77%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
422
shares
|
$81,673
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$79,932
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$79,932
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
407
shares
|
$78,770
0.03% of portfolio
|
Q3 2022
Reduced 6.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$77,416
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
390
shares
|
$75,480
0.0% of portfolio
|
Q1 2024
Reduced 24.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
390
shares
|
$75,480
0.01% of portfolio
|
Q1 2024
Added 121.59%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
385
shares
|
$74,512
0.01% of portfolio
|
Q3 2024
Reduced 47.97%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
383
shares
|
$74,125
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
381
shares
|
$73,738
0.0% of portfolio
|
Q3 2024
Reduced 71.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
377
shares
|
$72,964
0.02% of portfolio
|
Q2 2024
Reduced 66.99%
|