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 1,779 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $49.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,511
shares
|
$485,978
0.28% of portfolio
|
Q1 2024
Added 29.5%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
2,500
shares
|
$483,850
0.13% of portfolio
|
Q1 2024
Added 16.28%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
2,499
shares
|
$483,656
0.13% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$479,398
0.49% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,467
shares
|
$477,463
0.03% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
2,453
shares
|
$474,753
0.04% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
2,442
shares
|
$472,624
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,440
shares
|
$472,237
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,438
shares
|
$471,850
0.06% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
2,436
shares
|
$471,463
0.15% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,430
shares
|
$470,302
0.07% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
2,428
shares
|
$469,915
0.02% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
2,416
shares
|
$467,592
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
2,413
shares
|
$467,012
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,413
shares
|
$467,012
0.02% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$467,012
0.21% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$466,044
0.11% of portfolio
|
Q3 2024
Added 71.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,402
shares
|
$464,883
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,396
shares
|
$463,721
0.02% of portfolio
|
Q2 2024
Added 83.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,388
shares
|
$462,173
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,381
shares
|
$460,818
0.14% of portfolio
|
Q2 2022
Added 3.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
2,380
shares
|
$460,625
0.04% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,378
shares
|
$460,238
0.24% of portfolio
|
Q2 2022
Added 0.89%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,378
shares
|
$460,238
0.09% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,377
shares
|
$460,044
0.14% of portfolio
|
Q4 2024
Added 7.31%
|