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 |
|---|---|---|---|---|---|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
14,638
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
14,605
shares
|
$2.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,581
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
14,553
shares
|
$2.68 Million
1.34% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
14,482
shares
|
$2.66 Million
0.25% of portfolio
|
Q1 2023
Reduced 10.24%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
14,480
shares
|
$2.66 Million
2.73% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
14,439
shares
|
$2.66 Million
0.77% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
14,396
shares
|
$2.65 Million
0.22% of portfolio
|
Q4 2024
Added 642.06%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
14,344
shares
|
$2.64 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
14,284
shares
|
$2.63 Million
0.4% of portfolio
|
Q4 2024
Added 301.69%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
14,280
shares
|
$2.63 Million
0.36% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
14,267
shares
|
$2.62 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
14,218
shares
|
$2.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
14,204
shares
|
$2.61 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
14,191
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
Reduced 83.3%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
14,146
shares
|
$2.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
14,000
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
13,976
shares
|
$2.57 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
13,957
shares
|
$2.57 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,880
shares
|
$2.55 Million
3.38% of portfolio
|
Q1 2023
Reduced 71.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
13,783
shares
|
$2.54 Million
0.06% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
13,629
shares
|
$2.51 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
13,606
shares
|
$2.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,494
shares
|
$2.48 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
13,405
shares
|
$2.47 Million
0.81% of portfolio
|
Q3 2024
Added 0.2%
|