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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,825
shares
|
$932,286
0.15% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
4,817
shares
|
$930,740
0.34% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$928,422
0.02% of portfolio
|
Q3 2022
Reduced 24.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,783
shares
|
$924,171
0.18% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,783
shares
|
$924,171
0.04% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
4,779
shares
|
$923,398
0.61% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
4,777
shares
|
$923,011
0.11% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,764
shares
|
$920,500
0.0% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
4,741
shares
|
$916,056
0.38% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,733
shares
|
$914,510
0.04% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,708
shares
|
$909,679
0.1% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
4,706
shares
|
$909,293
0.19% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,700
shares
|
$908,134
0.17% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,695
shares
|
$907,167
0.2% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,640
shares
|
$896,540
0.06% of portfolio
|
Q3 2022
Added 9.51%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,638
shares
|
$896,154
0.1% of portfolio
|
Q4 2024
Added 110.63%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,613
shares
|
$891,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
4,611
shares
|
$890,937
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,596
shares
|
$888,039
0.33% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,584
shares
|
$885,720
0.06% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
4,578
shares
|
$884,561
0.15% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,570
shares
|
$883,015
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
4,563
shares
|
$881,662
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,558
shares
|
$880,696
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,557
shares
|
$880,503
0.0% of portfolio
|
Q4 2022
Added 4.78%
|