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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
13,400
shares
|
$2.47 Million
1.11% of portfolio
|
Q1 2023
Reduced 1.26%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
13,400
shares
|
$2.47 Million
0.45% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
13,385
shares
|
$2.46 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
13,373
shares
|
$2.46 Million
0.17% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,348
shares
|
$2.46 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
13,334
shares
|
$2.45 Million
0.26% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
13,332
shares
|
$2.45 Million
0.21% of portfolio
|
Q4 2024
Added 34.11%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
13,281
shares
|
$2.44 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,214
shares
|
$2.43 Million
0.8% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
13,105
shares
|
$2.41 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 22, 2025 Q4 2024 |
13,010
shares
|
$2.39 Million
1.32% of portfolio
|
Q4 2023
Added 27.42%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
12,871
shares
|
$2.37 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
12,811
shares
|
$2.36 Million
0.78% of portfolio
|
Q4 2024
Added 550.63%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
12,776
shares
|
$2.35 Million
0.11% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Capital International Investors
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
12,651
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 236.11%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
12,617
shares
|
$2.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
12,601
shares
|
$2.32 Million
0.68% of portfolio
|
Q4 2023
Reduced 37.31%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
12,419
shares
|
$2.28 Million
0.38% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,405
shares
|
$2.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,387
shares
|
$2.28 Million
0.16% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
12,339
shares
|
$2.27 Million
0.79% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
12,330
shares
|
$2.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,287
shares
|
$2.26 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
12,229
shares
|
$2.25 Million
0.12% of portfolio
|
Q4 2024
Added 114.69%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
12,127
shares
|
$2.23 Million
0.59% of portfolio
|
Q4 2024
Added 9.2%
|