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 1,803 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
22,684
shares
|
$4.38 Million
0.08% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
22,630
shares
|
$4.37 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,563
shares
|
$4.36 Million
1.33% of portfolio
|
Q1 2023
Reduced 27.58%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
22,497
shares
|
$4.35 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,107
shares
|
$4.27 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
22,050
shares
|
$4.26 Million
1.38% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
22,018
shares
|
$4.25 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
21,895
shares
|
$4.23 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
21,865
shares
|
$4.22 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,847
shares
|
$4.22 Million
0.13% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
21,815
shares
|
$4.22 Million
2.44% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
21,681
shares
|
$4.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
21,411
shares
|
$4.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
21,350
shares
|
$4.13 Million
0.2% of portfolio
|
Q4 2024
Added 73.21%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
21,267
shares
|
$4.11 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Tcw Group Inc
|
Feb 03, 2025 Q4 2024 |
21,058
shares
|
$4.07 Million
0.03% of portfolio
|
Q4 2024
Added 46.73%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
21,051
shares
|
$4.07 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
21,032
shares
|
$4.06 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
20,819
shares
|
$4.02 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
20,677
shares
|
$4 Million
0.45% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
20,657
shares
|
$3.99 Million
0.07% of portfolio
|
Q4 2024
Added 150.84%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
20,592
shares
|
$3.98 Million
0.82% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
20,582
shares
|
$3.98 Million
0.23% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
20,523
shares
|
$3.97 Million
1.67% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
20,439
shares
|
$3.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.92%
|