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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,572
shares
|
$690,181
0.31% of portfolio
|
Q3 2024
Added 70.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
3,558
shares
|
$687,476
0.08% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
3,550
shares
|
$685,931
0.1% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,542
shares
|
$684,385
0.4% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,528
shares
|
$681,680
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,525
shares
|
$681,100
0.17% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
3,523
shares
|
$680,714
0.17% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
3,522
shares
|
$680,520
0.44% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
3,522
shares
|
$680,520
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
3,521
shares
|
$680,327
0.25% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,518
shares
|
$679,747
0.08% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,507
shares
|
$677,622
0.28% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
3,468
shares
|
$670,086
0.04% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
3,442
shares
|
$665,063
0.17% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,431
shares
|
$662,937
0.06% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,425
shares
|
$661,778
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,423
shares
|
$661,392
0.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,414
shares
|
$659,653
0.22% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,412
shares
|
$659,266
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,387
shares
|
$654,436
0.05% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$653,663
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,382
shares
|
$653,470
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,379
shares
|
$652,890
0.09% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,379
shares
|
$652,890
0.02% of portfolio
|
Q4 2024
Added 170.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,371
shares
|
$651,344
0.08% of portfolio
|
Q3 2024
Added 2.06%
|