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 |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
7,096
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
7,095
shares
|
$1.37 Million
0.09% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,070
shares
|
$1.37 Million
0.69% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
7,046
shares
|
$1.36 Million
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Lyrical Asset Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,023
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,928
shares
|
$1.34 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
6,928
shares
|
$1.34 Million
0.43% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,890
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
David Kennon Inc
Sarasota, FL |
Jan 22, 2025 Q4 2024 |
6,882
shares
|
$1.33 Million
0.56% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
6,853
shares
|
$1.32 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
6,847
shares
|
$1.32 Million
0.15% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Bhk Investment Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
6,818
shares
|
$1.32 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
6,761
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,758
shares
|
$1.31 Million
0.23% of portfolio
|
Q4 2024
Added 18.67%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,736
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,671
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,630
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
6,612
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,538
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
6,537
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,529
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,521
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,464
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,447
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
6,433
shares
|
$1.24 Million
0.2% of portfolio
|
Q4 2024
Added 1.35%
|