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 1,871 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 $54.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
54,061,592
shares
|
$10.4 Billion
0.86% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
38,377,583
shares
|
$7.39 Billion
0.51% of portfolio
|
Q4 2024
Added 20.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
15,266,263
shares
|
$2.94 Billion
0.46% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,252,043
shares
|
$1.78 Billion
0.14% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
9,013,079
shares
|
$1.74 Billion
3.52% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
7,877,198
shares
|
$1.52 Billion
0.48% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,137,084
shares
|
$1.37 Billion
0.25% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,284,015
shares
|
$1.21 Billion
0.27% of portfolio
|
Q4 2024
Added 36.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
5,253,808
shares
|
$1.01 Billion
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$971 Million
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
4,599,543
shares
|
$886 Million
1.69% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,265,281
shares
|
$822 Million
0.11% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,985,097
shares
|
$768 Million
0.7% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
3,720,837
shares
|
$717 Million
0.3% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
3,720,195
shares
|
$717 Million
0.29% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,666,344
shares
|
$706 Million
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,386,955
shares
|
$652 Million
0.42% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
2,966,613
shares
|
$571 Million
0.78% of portfolio
|
Q4 2024
Added 52.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,914,288
shares
|
$561 Million
6.93% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
2,745,105
shares
|
$529 Million
16.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,501,354
shares
|
$482 Million
0.74% of portfolio
|
Q4 2024
Added 13.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,449,657
shares
|
$472 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,365,558
shares
|
$456 Million
0.09% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,357,188
shares
|
$454 Million
6.52% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,135,184
shares
|
$411 Million
0.42% of portfolio
|
Q4 2024
Added 9.64%
|