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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,425
shares
|
$630,097
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,424
shares
|
$629,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
3,423
shares
|
$629,729
0.13% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,414
shares
|
$628,073
0.22% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,413
shares
|
$627,889
0.28% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
3,392
shares
|
$624,026
0.12% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$622,370
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,382
shares
|
$622,186
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,379
shares
|
$621,634
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
|
$621,634
0.02% of portfolio
|
Q4 2024
Added 170.75%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
3,372
shares
|
$620,346
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,370
shares
|
$619,978
0.03% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
3,368
shares
|
$619,610
0.07% of portfolio
|
Q1 2024
Reduced 30.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
3,363
shares
|
$618,691
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$618,323
0.0% of portfolio
|
Q2 2022
Added 20.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$616,299
0.08% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
3,350
shares
|
$616,299
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
3,336
shares
|
$613,723
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
3,329
shares
|
$612,436
0.04% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,325
shares
|
$611,700
0.06% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
3,314
shares
|
$609,676
0.24% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Evergreen Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,309
shares
|
$608,756
0.17% of portfolio
|
Q4 2024
Reduced 26.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
3,307
shares
|
$608,388
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
3,301
shares
|
$607,284
0.25% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,291
shares
|
$605,445
0.03% of portfolio
|
Q3 2022
Added 87.84%
|