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 |
|---|---|---|---|---|---|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
12,119
shares
|
$2.23 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
12,002
shares
|
$2.21 Million
0.19% of portfolio
|
Q4 2024
Added 479.25%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,975
shares
|
$2.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,932
shares
|
$2.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
11,904
shares
|
$2.19 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
11,874
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Added 175.18%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
11,868
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
11,760
shares
|
$2.16 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
11,689
shares
|
$2.15 Million
0.03% of portfolio
|
Q4 2024
Added 139.92%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
11,606
shares
|
$2.14 Million
0.15% of portfolio
|
Q1 2024
Added 39.73%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
11,571
shares
|
$2.13 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
11,451
shares
|
$2.11 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
11,427
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
11,411
shares
|
$2.1 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
11,408
shares
|
$2.1 Million
0.74% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
11,376
shares
|
$2.09 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
11,367
shares
|
$2.09 Million
0.23% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,343
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
11,154
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
11,081
shares
|
$2.04 Million
0.07% of portfolio
|
Q4 2024
Added 48.66%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
11,077
shares
|
$2.04 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
11,054
shares
|
$2.03 Million
0.41% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
11,005
shares
|
$2.02 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,925
shares
|
$2.01 Million
0.7% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
10,903
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2024
New holding
|