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 |
|---|---|---|---|---|---|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
5,244
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 80.11%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,231
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
5,223
shares
|
$1.01 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jan 24, 2025 Q4 2024 |
5,216
shares
|
$1.01 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,182
shares
|
$1 Million
1.17% of portfolio
|
Q3 2022
Reduced 16.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,169
shares
|
$998,754
0.05% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
5,159
shares
|
$996,821
0.35% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
5,151
shares
|
$995,276
0.24% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,141
shares
|
$993,344
0.48% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,132
shares
|
$991,605
0.06% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
5,129
shares
|
$991,025
0.17% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Brown Financial Advisory
|
Jan 23, 2025 Q4 2024 |
5,117
shares
|
$988,706
0.67% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
5,081
shares
|
$981,750
0.32% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
5,075
shares
|
$980,591
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,068
shares
|
$979,238
0.08% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,052
shares
|
$976,147
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,050
shares
|
$975,761
0.06% of portfolio
|
Q2 2018
Added 129.44%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
5,045
shares
|
$974,794
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,043
shares
|
$974,408
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,007
shares
|
$967,452
0.21% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,986
shares
|
$963,394
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,966
shares
|
$959,530
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,952
shares
|
$956,825
0.08% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,872
shares
|
$941,367
0.01% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,838
shares
|
$934,798
0.05% of portfolio
|
Q3 2024
Added 24.56%
|