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 |
|---|---|---|---|---|---|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
4,020
shares
|
$776,744
0.27% of portfolio
|
Q1 2023
Reduced 1.4%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
4,020
shares
|
$776,744
0.34% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
4,018
shares
|
$776,357
0.51% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,014
shares
|
$775,585
0.49% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$772,880
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,978
shares
|
$768,629
0.07% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
3,958
shares
|
$764,764
0.12% of portfolio
|
Q3 2024
Added 80.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,957
shares
|
$764,571
0.08% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,950
shares
|
$763,219
0.05% of portfolio
|
Q4 2024
Reduced 19.6%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,939
shares
|
$761,093
0.11% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,939
shares
|
$761,093
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,911
shares
|
$755,683
0.25% of portfolio
|
Q4 2023
Reduced 1.81%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
3,908
shares
|
$755,103
0.41% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
3,897
shares
|
$752,978
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,891
shares
|
$751,819
0.44% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
3,870
shares
|
$747,761
0.07% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,862
shares
|
$746,215
0.23% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$746,215
0.0% of portfolio
|
Q3 2024
Reduced 78.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,861
shares
|
$746,022
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,861
shares
|
$746,022
0.19% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,837
shares
|
$741,385
0.11% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,827
shares
|
$739,452
0.06% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,809
shares
|
$735,974
0.11% of portfolio
|
Q3 2024
Added 63.83%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
3,802
shares
|
$734,622
0.35% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,797
shares
|
$733,656
0.11% of portfolio
|
Q4 2024
Added 0.18%
|