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 1,795 institutions that hold shares in the stock, with a total of 261 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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,292
shares
|
$829,300
0.26% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
4,291
shares
|
$829,107
0.12% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,281
shares
|
$827,174
0.38% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,277
shares
|
$826,401
0.06% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,254
shares
|
$821,957
0.52% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,247
shares
|
$820,605
0.07% of portfolio
|
Q4 2024
Added 52.71%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,215
shares
|
$814,422
0.16% of portfolio
|
Q3 2024
Added 29.29%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,212
shares
|
$813,842
0.02% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,210
shares
|
$813,456
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,183
shares
|
$808,239
0.12% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
4,182
shares
|
$808,046
0.16% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,179
shares
|
$807,466
0.0% of portfolio
|
Q4 2024
Added 84.99%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
4,177
shares
|
$807,079
0.05% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,168
shares
|
$805,340
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,152
shares
|
$802,249
0.29% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
4,136
shares
|
$799,157
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,135
shares
|
$798,964
0.03% of portfolio
|
Q1 2024
Added 28.3%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$798,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$797,998
0.11% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,106
shares
|
$793,361
0.05% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
4,086
shares
|
$789,496
0.0% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,083
shares
|
$788,917
0.04% of portfolio
|
Q4 2024
Added 49.45%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
4,071
shares
|
$786,598
0.57% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,068
shares
|
$786,018
0.02% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,039
shares
|
$780,415
0.16% of portfolio
|
Q3 2024
Reduced 11.74%
|