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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
16,184
shares
|
$3.13 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
16,112
shares
|
$3.11 Million
0.19% of portfolio
|
Q4 2024
Added 124.97%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
16,098
shares
|
$3.11 Million
0.42% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
16,041
shares
|
$3.1 Million
0.07% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
15,926
shares
|
$3.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
15,870
shares
|
$3.07 Million
1.84% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
15,740
shares
|
$3.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,712
shares
|
$3.04 Million
0.2% of portfolio
|
Q4 2022
Added 550.33%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
15,663
shares
|
$3.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
15,637
shares
|
$3.02 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
15,630
shares
|
$3.02 Million
0.93% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,629
shares
|
$3.02 Million
1.4% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
15,625
shares
|
$3.02 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,466
shares
|
$2.99 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
15,392
shares
|
$2.97 Million
0.31% of portfolio
|
Q3 2024
Reduced 91.93%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,391
shares
|
$2.97 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
15,319
shares
|
$2.96 Million
0.18% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
15,309
shares
|
$2.96 Million
0.45% of portfolio
|
Q4 2024
Added 168.91%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
15,293
shares
|
$2.95 Million
0.04% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
15,188
shares
|
$2.93 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.65%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
15,182
shares
|
$2.93 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
15,172
shares
|
$2.93 Million
1.61% of portfolio
|
Q4 2024
Added 45.47%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
15,141
shares
|
$2.93 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
15,073
shares
|
$2.91 Million
0.24% of portfolio
|
Q3 2024
Added 16.58%
|