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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
3,275
shares
|
$602,501
0.41% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
3,250
shares
|
$597,902
0.16% of portfolio
|
Q4 2024
Reduced 6.31%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
3,244
shares
|
$596,798
0.17% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$596,614
0.04% of portfolio
|
Q4 2022
Reduced 20.46%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
3,232
shares
|
$594,591
0.04% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
3,212
shares
|
$590,911
0.04% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,201
shares
|
$588,887
0.02% of portfolio
|
Q4 2024
Added 39.72%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$588,704
0.19% of portfolio
|
Q1 2024
Added 1500.0%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
3,199
shares
|
$588,520
0.35% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,185
shares
|
$585,944
0.04% of portfolio
|
Q4 2024
Added 159.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,182
shares
|
$585,392
0.22% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
3,171
shares
|
$583,368
0.05% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,164
shares
|
$582,081
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
3,161
shares
|
$581,529
0.01% of portfolio
|
Q4 2024
Added 26.95%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,142
shares
|
$578,033
0.09% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
3,136
shares
|
$576,929
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,131
shares
|
$576,010
0.22% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
3,126
shares
|
$575,090
0.49% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
3,113
shares
|
$572,698
0.42% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
3,110
shares
|
$572,146
0.14% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,110
shares
|
$572,146
0.19% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,109
shares
|
$571,962
0.1% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,099
shares
|
$570,123
0.14% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,071
shares
|
$564,971
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
3,065
shares
|
$563,868
0.48% of portfolio
|
Q4 2024
New holding
|