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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
800
shares
|
$147,176
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
797
shares
|
$146,624
0.07% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
784
shares
|
$144,232
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
772
shares
|
$142,024
0.07% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
769
shares
|
$141,472
0.13% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$139,817
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
735
shares
|
$135,217
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
725
shares
|
$133,378
0.01% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
720
shares
|
$132,458
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
708
shares
|
$130,250
0.06% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
694
shares
|
$127,675
0.02% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
687
shares
|
$126,387
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
685
shares
|
$126,019
0.07% of portfolio
|
Q2 2022
Reduced 95.11%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
666
shares
|
$122,524
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
660
shares
|
$121,420
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
641
shares
|
$117,924
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
624
shares
|
$114,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
618
shares
|
$113,693
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
598
shares
|
$110,014
0.03% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$109,278
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
593
shares
|
$109,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
583
shares
|
$107,254
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
581
shares
|
$106,886
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
577
shares
|
$106,150
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
574
shares
|
$105,598
0.05% of portfolio
|
Q2 2024
Reduced 10.87%
|