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 |
|---|---|---|---|---|---|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$23.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
118,422
shares
|
$22.9 Million
0.38% of portfolio
|
Q4 2024
Added 1235.08%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
117,422
shares
|
$22.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
117,116
shares
|
$22.6 Million
8.15% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
115,515
shares
|
$22.3 Million
1.35% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$22 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
112,610
shares
|
$21.8 Million
1.33% of portfolio
|
Q4 2024
Added 64.54%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
112,578
shares
|
$21.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
109,997
shares
|
$21.3 Million
2.74% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
109,249
shares
|
$21.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
109,171
shares
|
$21.1 Million
1.67% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
109,130
shares
|
$21.1 Million
0.14% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
108,691
shares
|
$21 Million
3.37% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$20.8 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
107,332
shares
|
$20.7 Million
0.2% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,854
shares
|
$20.5 Million
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
102,632
shares
|
$19.8 Million
11.68% of portfolio
|
Q4 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
102,438
shares
|
$19.8 Million
8.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
99,157
shares
|
$19.2 Million
0.84% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
98,267
shares
|
$19 Million
0.21% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$18.9 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
96,998
shares
|
$18.7 Million
1.67% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
95,370
shares
|
$18.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
92,069
shares
|
$17.8 Million
5.75% of portfolio
|
Q3 2024
Added 2209.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
91,180
shares
|
$17.6 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.34%
|