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 1,852 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
65
shares
|
$12,641
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
65
shares
|
$12,641
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
64
shares
|
$12,446
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$12,252
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
61
shares
|
$11,863
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
60
shares
|
$11,668
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
60
shares
|
$11,668
0.0% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
58
shares
|
$11,279
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,279
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
56
shares
|
$10,890
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$9,724
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
49
shares
|
$9,529
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
48
shares
|
$9,335
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
45
shares
|
$8,751
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
42
shares
|
$8,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
42
shares
|
$8,168
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
41
shares
|
$7,973
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$7,779
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
37
shares
|
$7,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
37
shares
|
$7,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
36
shares
|
$7,001
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
36
shares
|
$7,001
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
34
shares
|
$6,612
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,223
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$5,834
0.01% of portfolio
|
Q4 2021
New holding
|