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 |
|---|---|---|---|---|---|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
39,159
shares
|
$7.57 Million
1.57% of portfolio
|
Q4 2023
Added 3.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,023
shares
|
$7.54 Million
0.15% of portfolio
|
Q3 2022
Added 172.45%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
38,848
shares
|
$7.51 Million
0.39% of portfolio
|
Q4 2024
Added 23.76%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
38,476
shares
|
$7.43 Million
0.16% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
38,451
shares
|
$7.43 Million
1.84% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,407
shares
|
$7.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
38,218
shares
|
$7.38 Million
0.09% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.37 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.37 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
37,912
shares
|
$7.33 Million
3.73% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
37,859
shares
|
$7.32 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
37,671
shares
|
$7.28 Million
3.42% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
37,357
shares
|
$7.22 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
37,119
shares
|
$7.17 Million
0.13% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,917
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2024
Added 88.14%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
36,879
shares
|
$7.13 Million
7.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
36,777
shares
|
$7.11 Million
0.14% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
36,700
shares
|
$7.09 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
36,663
shares
|
$7.08 Million
0.2% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
36,334
shares
|
$7.02 Million
0.24% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
36,210
shares
|
$7 Million
0.73% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
35,833
shares
|
$6.92 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
35,804
shares
|
$6.92 Million
1.9% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
35,627
shares
|
$6.88 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
35,344
shares
|
$6.83 Million
1.11% of portfolio
|
Q4 2024
Added 0.72%
|