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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,547
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
5,542
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,541
shares
|
$1.07 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,503
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,495
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,488
shares
|
$1.06 Million
0.35% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
5,483
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
5,462
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
5,460
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,438
shares
|
$1.05 Million
0.29% of portfolio
|
Q4 2023
Reduced 17.46%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,404
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$1.04 Million
0.75% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,361
shares
|
$1.04 Million
0.32% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
5,360
shares
|
$1.04 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,358
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,331
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
5,307
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
5,307
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,300
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Miller Howard Investments Inc
|
Jan 28, 2025 Q4 2024 |
5,280
shares
|
$1.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
5,269
shares
|
$1.02 Million
0.52% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,268
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
5,264
shares
|
$1.02 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
5,249
shares
|
$1.01 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
5,246
shares
|
$1.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.3%
|