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 1,868 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 $55.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
30
shares
|
$5,834
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
29
shares
|
$5,639
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,250
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
27
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
27
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$4,862
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
25
shares
|
$4,862
0.0% of portfolio
|
Q4 2024
Reduced 57.63%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
23
shares
|
$4,473
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
23
shares
|
$4,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$3,889
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
20
shares
|
$3,889
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$3,306
0.3% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$3,111
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,111
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
14
shares
|
$2,722
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$2,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11
shares
|
$2,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
9
shares
|
$1,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
8
shares
|
$1,555
0.0% of portfolio
|
Q4 2023
New holding
|