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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,144
shares
|
$414,949
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,136
shares
|
$413,401
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,133
shares
|
$412,820
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,130
shares
|
$412,240
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,130
shares
|
$412,240
0.13% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,128
shares
|
$411,853
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$411,078
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,123
shares
|
$410,885
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$410,304
0.08% of portfolio
|
Q2 2024
Added 19.71%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$408,175
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$407,208
0.29% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,097
shares
|
$405,853
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$404,692
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,088
shares
|
$404,111
0.14% of portfolio
|
Q3 2024
Added 29.53%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,074
shares
|
$401,401
0.35% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,072
shares
|
$401,014
0.05% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jan 30, 2025 Q4 2024 |
2,064
shares
|
$399,466
0.14% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Austin Asset Management CO Inc
|
Jan 28, 2025 Q4 2024 |
2,058
shares
|
$398,305
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,054
shares
|
$397,531
0.03% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,040
shares
|
$394,821
0.08% of portfolio
|
Q2 2023
Reduced 43.52%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,037
shares
|
$394,240
0.07% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
2,031
shares
|
$393,079
0.1% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,017
shares
|
$390,370
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,015
shares
|
$389,983
0.03% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,011
shares
|
$389,208
0.01% of portfolio
|
Q4 2024
Reduced 9.86%
|