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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
9,619
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
9,573
shares
|
$1.85 Million
0.69% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,500
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
9,499
shares
|
$1.84 Million
0.54% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,497
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.32%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
9,447
shares
|
$1.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
9,432
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
9,425
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,400
shares
|
$1.82 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
9,367
shares
|
$1.81 Million
0.72% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,359
shares
|
$1.81 Million
0.38% of portfolio
|
Q2 2022
Reduced 17.06%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
9,353
shares
|
$1.81 Million
0.17% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
9,301
shares
|
$1.8 Million
0.42% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
9,214
shares
|
$1.78 Million
0.4% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
9,163
shares
|
$1.77 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
9,148
shares
|
$1.77 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
9,148
shares
|
$1.77 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,118
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
9,061
shares
|
$1.75 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,048
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,046
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,981
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
8,964
shares
|
$1.73 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,952
shares
|
$1.73 Million
0.78% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
8,871
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2023
New holding
|