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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
10,469
shares
|
$2.02 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
10,405
shares
|
$2.01 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
10,374
shares
|
$2 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
10,345
shares
|
$2 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,313
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,259
shares
|
$1.98 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
10,242
shares
|
$1.98 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
10,211
shares
|
$1.97 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
10,182
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,161
shares
|
$1.96 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
10,091
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,080
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
10,071
shares
|
$1.95 Million
0.02% of portfolio
|
Q4 2024
Added 62.3%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
10,056
shares
|
$1.94 Million
0.13% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
10,021
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
9,895
shares
|
$1.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,893
shares
|
$1.91 Million
0.91% of portfolio
|
Q2 2022
Reduced 3.04%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
9,845
shares
|
$1.9 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
9,834
shares
|
$1.9 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
9,766
shares
|
$1.89 Million
0.45% of portfolio
|
Q4 2022
Added 38.04%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
9,744
shares
|
$1.88 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
9,742
shares
|
$1.88 Million
0.24% of portfolio
|
Q4 2024
Reduced 59.0%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
9,703
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
9,653
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
9,643
shares
|
$1.86 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.39%
|