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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,374
shares
|
$459,463
0.01% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,363
shares
|
$457,335
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
2,363
shares
|
$457,335
0.09% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,360
shares
|
$456,754
0.08% of portfolio
|
Q1 2023
Added 12.38%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
2,359
shares
|
$456,560
0.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,355
shares
|
$455,786
0.01% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
2,353
shares
|
$455,399
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
2,353
shares
|
$455,399
0.12% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,334
shares
|
$451,722
0.01% of portfolio
|
Q1 2024
Added 25.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$451,528
0.05% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
2,332
shares
|
$451,335
0.05% of portfolio
|
Q4 2024
Reduced 11.73%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,329
shares
|
$450,754
0.36% of portfolio
|
Q3 2024
Reduced 89.76%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,326
shares
|
$450,174
0.05% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,323
shares
|
$449,593
0.16% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
2,322
shares
|
$449,399
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,313
shares
|
$447,658
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,299
shares
|
$444,948
0.02% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,296
shares
|
$444,367
0.06% of portfolio
|
Q4 2024
Added 40.69%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,291
shares
|
$443,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
2,289
shares
|
$443,013
0.04% of portfolio
|
Q4 2024
Added 40.6%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,288
shares
|
$442,819
0.15% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
2,268
shares
|
$438,948
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,262
shares
|
$437,787
0.12% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$437,206
0.0% of portfolio
|
Q3 2024
Reduced 67.51%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,257
shares
|
$436,819
0.16% of portfolio
|
Q4 2024
Added 3.01%
|