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 1,882 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 $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
27,263
shares
|
$5.02 Million
0.33% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
27,234
shares
|
$5.01 Million
1.55% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
27,167
shares
|
$5 Million
0.12% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
27,135
shares
|
$4.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
27,114
shares
|
$4.99 Million
0.36% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
26,570
shares
|
$4.89 Million
3.26% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
26,318
shares
|
$4.84 Million
3.04% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
26,218
shares
|
$4.82 Million
2.31% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
26,124
shares
|
$4.81 Million
0.54% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
26,098
shares
|
$4.8 Million
0.74% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
25,966
shares
|
$4.78 Million
0.58% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
25,555
shares
|
$4.7 Million
2.09% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
25,541
shares
|
$4.7 Million
0.17% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
25,423
shares
|
$4.68 Million
3.39% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
25,341
shares
|
$4.66 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,957
shares
|
$4.59 Million
0.15% of portfolio
|
Q3 2023
Added 159.21%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
24,841
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
24,756
shares
|
$4.55 Million
0.14% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
24,624
shares
|
$4.53 Million
0.16% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
24,441
shares
|
$4.5 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Tpg Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
24,044
shares
|
$4.42 Million
1.94% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
24,037
shares
|
$4.42 Million
0.53% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
24,008
shares
|
$4.42 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
23,904
shares
|
$4.4 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
23,904
shares
|
$4.4 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.65%
|