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 1,806 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
63,511
shares
|
$12.3 Million
0.18% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
63,437
shares
|
$12.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 29.55%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
62,371
shares
|
$12.1 Million
5.9% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
61,982
shares
|
$12 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
61,814
shares
|
$11.9 Million
1.36% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
61,083
shares
|
$11.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
60,936
shares
|
$11.8 Million
6.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
60,720
shares
|
$11.7 Million
3.39% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
60,480
shares
|
$11.7 Million
8.33% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
59,736
shares
|
$11.5 Million
0.43% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
57,768
shares
|
$11.2 Million
7.28% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
57,178
shares
|
$11 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
57,173
shares
|
$11 Million
6.3% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
57,059
shares
|
$11 Million
0.49% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
56,920
shares
|
$11 Million
0.17% of portfolio
|
Q3 2024
Added 236.92%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
56,664
shares
|
$10.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
56,487
shares
|
$10.9 Million
0.17% of portfolio
|
Q4 2022
Reduced 12.91%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
56,427
shares
|
$10.9 Million
4.34% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
56,271
shares
|
$10.9 Million
1.02% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
56,104
shares
|
$10.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
53,637
shares
|
$10.4 Million
0.35% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
52,952
shares
|
$10.2 Million
0.57% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$10.2 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
51,748
shares
|
$10 Million
3.69% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 07, 2025 Q3 2024 |
51,385
shares
|
$9.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.85%
|