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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
3,363
shares
|
$649,798
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$649,412
0.0% of portfolio
|
Q2 2022
Added 20.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$647,287
0.08% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,344
shares
|
$646,127
0.09% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,329
shares
|
$643,229
0.04% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,325
shares
|
$642,456
0.06% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,314
shares
|
$640,331
0.24% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,309
shares
|
$639,364
0.17% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,307
shares
|
$638,978
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
3,301
shares
|
$637,819
0.25% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,291
shares
|
$635,887
0.03% of portfolio
|
Q3 2022
Added 87.84%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$635,887
0.16% of portfolio
|
Q3 2024
Added 84.16%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,275
shares
|
$632,795
0.41% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
3,250
shares
|
$627,965
0.16% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,244
shares
|
$626,805
0.17% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$626,612
0.04% of portfolio
|
Q4 2022
Reduced 20.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,240
shares
|
$626,032
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
3,232
shares
|
$624,487
0.04% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
3,212
shares
|
$620,622
0.05% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
3,203
shares
|
$618,883
0.22% of portfolio
|
Q3 2024
Added 78.74%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$618,304
0.19% of portfolio
|
Q1 2024
Added 1500.0%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
3,199
shares
|
$618,110
0.35% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,182
shares
|
$614,826
0.23% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
3,171
shares
|
$612,700
0.05% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,164
shares
|
$611,348
0.13% of portfolio
|
Q4 2024
Added 100.0%
|