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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
73,768
shares
|
$14.3 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$14.1 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
71,334
shares
|
$13.8 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
69,747
shares
|
$13.5 Million
2.39% of portfolio
|
Q4 2024
Added 126.75%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
69,705
shares
|
$13.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
69,572
shares
|
$13.4 Million
1.2% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,570
shares
|
$13.2 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
68,304
shares
|
$13.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
68,287
shares
|
$13.2 Million
1.04% of portfolio
|
Q3 2024
Added 41.05%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
67,535
shares
|
$13 Million
1.89% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
67,424
shares
|
$13 Million
9.24% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
66,354
shares
|
$12.8 Million
0.05% of portfolio
|
Q3 2024
Added 211.71%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
66,141
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
66,055
shares
|
$12.8 Million
0.02% of portfolio
|
Q4 2024
Added 37.37%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
65,633
shares
|
$12.7 Million
1.37% of portfolio
|
Q4 2024
Added 59.69%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
64,823
shares
|
$12.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 37.77%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
64,782
shares
|
$12.5 Million
3.85% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,668
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
64,496
shares
|
$12.5 Million
3.87% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
64,480
shares
|
$12.5 Million
0.23% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
64,174
shares
|
$12.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
64,141
shares
|
$12.4 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
64,084
shares
|
$12.4 Million
4.91% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
63,893
shares
|
$12.3 Million
4.45% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
63,702
shares
|
$12.3 Million
6.07% of portfolio
|
Q3 2024
Reduced 3.94%
|