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 |
|---|---|---|---|---|---|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
108
shares
|
$20,867
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
106
shares
|
$20,481
0.01% of portfolio
|
Q4 2024
Reduced 95.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
106
shares
|
$20,481
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
106
shares
|
$20,481
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$19,322
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
98
shares
|
$18,935
0.01% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$18,742
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
96
shares
|
$18,549
0.0% of portfolio
|
Q1 2024
Reduced 18.64%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$17,776
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
87
shares
|
$16,810
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
87
shares
|
$16,810
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
83
shares
|
$16,037
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
71
shares
|
$13,718
0.01% of portfolio
|
Q3 2022
Reduced 58.96%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
71
shares
|
$13,718
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
68
shares
|
$13,138
0.0% of portfolio
|
Q4 2023
Reduced 58.79%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
67
shares
|
$12,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
65
shares
|
$12,559
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
65
shares
|
$12,559
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64
shares
|
$12,366
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$12,172
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
61
shares
|
$11,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
60
shares
|
$11,593
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
58
shares
|
$11,206
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,206
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
55
shares
|
$10,627
0.01% of portfolio
|
Q3 2024
New holding
|