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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
164
shares
|
$31,740
0.02% of portfolio
|
Q4 2024
Reduced 48.26%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
162
shares
|
$31,353
0.0% of portfolio
|
Q3 2024
Added 31.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$30,966
0.01% of portfolio
|
Q4 2022
Added 1130.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
160
shares
|
$30,966
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$29,224
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$29,031
0.01% of portfolio
|
Q3 2020
Reduced 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$28,256
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
145
shares
|
$28,063
0.02% of portfolio
|
Q2 2024
Reduced 49.3%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
144
shares
|
$27,869
0.01% of portfolio
|
Q3 2023
Reduced 26.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
143
shares
|
$27,676
0.02% of portfolio
|
Q2 2024
Reduced 22.28%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
138
shares
|
$26,708
0.01% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
135
shares
|
$26,127
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
132
shares
|
$25,547
0.0% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
131
shares
|
$25,353
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
130
shares
|
$25,160
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
129
shares
|
$24,966
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
127
shares
|
$24,579
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$24,192
0.01% of portfolio
|
Q4 2023
Reduced 15.54%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
125
shares
|
$24,192
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
124
shares
|
$23,998
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
123
shares
|
$23,805
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
122
shares
|
$23,611
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
118
shares
|
$22,837
0.0% of portfolio
|
Q4 2024
Reduced 29.76%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
117
shares
|
$22,644
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
116
shares
|
$22,450
0.01% of portfolio
|
Q1 2024
Reduced 99.67%
|