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 |
|---|---|---|---|---|---|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
2,808
shares
|
$542,561
0.11% of portfolio
|
Q4 2024
Added 1070.0%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$540,049
0.02% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,785
shares
|
$538,117
0.14% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
2,774
shares
|
$535,992
0.1% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
2,769
shares
|
$535,026
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,760
shares
|
$533,287
0.1% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,749
shares
|
$531,161
0.13% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,734
shares
|
$528,263
0.07% of portfolio
|
Q3 2024
Reduced 66.41%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$525,365
0.12% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
2,718
shares
|
$525,171
0.42% of portfolio
|
Q4 2024
Added 802.99%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,713
shares
|
$524,205
0.04% of portfolio
|
Q4 2024
Reduced 52.83%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,703
shares
|
$522,273
0.07% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,692
shares
|
$520,148
0.07% of portfolio
|
Q4 2024
Added 16.74%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,683
shares
|
$518,409
0.02% of portfolio
|
Q4 2023
Reduced 46.97%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,674
shares
|
$516,670
0.04% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,665
shares
|
$514,931
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,659
shares
|
$513,771
0.05% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,647
shares
|
$511,453
0.03% of portfolio
|
Q4 2024
Added 19.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,647
shares
|
$511,453
0.01% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,639
shares
|
$509,907
0.18% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,626
shares
|
$507,395
0.01% of portfolio
|
Q2 2023
Added 15.12%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
2,625
shares
|
$507,202
0.11% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,624
shares
|
$507,009
0.27% of portfolio
|
Q3 2023
Reduced 7.54%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,621
shares
|
$506,429
0.28% of portfolio
|
Q2 2023
Reduced 50.23%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,617
shares
|
$505,656
0.01% of portfolio
|
Q4 2024
Reduced 19.9%
|