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 1,835 institutions that hold shares in the stock, with a total of 269 Million shares, which have been reported (via 13F filing form) to have a value of $52.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$11 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
56,500
shares
|
$10.9 Million
0.06% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
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%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
56,138
shares
|
$10.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
56,104
shares
|
$10.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
55,631
shares
|
$10.8 Million
1.37% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
55,204
shares
|
$10.7 Million
0.36% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
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
|
$9.95 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
50,951
shares
|
$9.86 Million
0.09% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
50,581
shares
|
$9.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$9.76 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,054
shares
|
$9.69 Million
0.0% of portfolio
|
Q3 2024
Added 112.01%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
49,796
shares
|
$9.64 Million
0.02% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
49,442
shares
|
$9.57 Million
1.6% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
49,002
shares
|
$9.48 Million
0.58% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
48,804
shares
|
$9.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$9.37 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
47,800
shares
|
$9.25 Million
0.01% of portfolio
|
Q4 2024
Added 512.82%
|