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 |
|---|---|---|---|---|---|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,854
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,818
shares
|
$1.12 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,809
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,804
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,801
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,792
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
5,781
shares
|
$1.12 Million
0.17% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,780
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Added 107.84%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,757
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,752
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,736
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,694
shares
|
$1.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,690
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,688
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,685
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2023
Added 131.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,667
shares
|
$1.09 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
5,652
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 252.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,639
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
5,633
shares
|
$1.09 Million
0.36% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,628
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,613
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,606
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
5,586
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
5,584
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
New holding
|