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 |
|---|---|---|---|---|---|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
44,648
shares
|
$8.63 Million
2.98% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
44,407
shares
|
$8.58 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
44,282
shares
|
$8.56 Million
0.27% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
43,866
shares
|
$8.48 Million
0.07% of portfolio
|
Q4 2024
Added 346.56%
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
43,709
shares
|
$8.45 Million
0.96% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
43,510
shares
|
$8.41 Million
0.06% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
43,380
shares
|
$8.38 Million
0.11% of portfolio
|
Q3 2024
Added 81.72%
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
43,254
shares
|
$8.36 Million
3.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
43,163
shares
|
$8.34 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
42,857
shares
|
$8.28 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
42,818
shares
|
$8.27 Million
1.49% of portfolio
|
Q4 2024
Added 15.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
42,632
shares
|
$8.24 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
42,625
shares
|
$8.24 Million
0.97% of portfolio
|
Q3 2024
Added 116.93%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
42,231
shares
|
$8.16 Million
1.28% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
42,178
shares
|
$8.15 Million
0.24% of portfolio
|
Q4 2024
Added 170.74%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
42,010
shares
|
$8.12 Million
0.58% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
41,893
shares
|
$8.09 Million
0.04% of portfolio
|
Q4 2024
Added 25.59%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
41,416
shares
|
$8 Million
0.15% of portfolio
|
Q4 2024
Added 55.09%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
41,389
shares
|
$8 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,982
shares
|
$7.92 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
40,828
shares
|
$7.89 Million
0.01% of portfolio
|
Q4 2024
Added 43.76%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,784
shares
|
$7.88 Million
0.06% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
40,463
shares
|
$7.82 Million
2.12% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
40,040
shares
|
$7.74 Million
0.23% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
39,235
shares
|
$7.58 Million
1.02% of portfolio
|
Q4 2024
Added 0.85%
|