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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
6,413
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 47.21%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
6,407
shares
|
$1.24 Million
3.4% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$1.24 Million
0.05% of portfolio
|
Q1 2022
Reduced 91.06%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
6,394
shares
|
$1.24 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
6,363
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2023
Added 3.56%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
6,340
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
Added 456.14%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
6,327
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
6,322
shares
|
$1.22 Million
0.82% of portfolio
|
Q4 2024
Added 44.24%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,317
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,310
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
6,298
shares
|
$1.22 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
6,294
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
6,267
shares
|
$1.21 Million
1.52% of portfolio
|
Q3 2023
Reduced 14.83%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,267
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,259
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,231
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,222
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,222
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,218
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
6,204
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
6,183
shares
|
$1.19 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,144
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
6,139
shares
|
$1.19 Million
0.14% of portfolio
|
Q4 2024
Reduced 63.44%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
6,117
shares
|
$1.18 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,116
shares
|
$1.18 Million
0.07% of portfolio
|
Q4 2023
Added 0.46%
|