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 1,743 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $49.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,882
shares
|
$364,712
0.08% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,876
shares
|
$363,550
0.01% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,873
shares
|
$362,968
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,872
shares
|
$362,774
0.01% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,871
shares
|
$362,581
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,870
shares
|
$362,387
0.01% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$362,193
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,867
shares
|
$361,805
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
1,866
shares
|
$361,612
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$361,030
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
1,860
shares
|
$360,449
0.23% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,858
shares
|
$360,061
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,852
shares
|
$358,899
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,848
shares
|
$358,123
0.25% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
1,846
shares
|
$357,736
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,844
shares
|
$357,348
0.16% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,844
shares
|
$357,348
0.04% of portfolio
|
Q2 2023
Reduced 7.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$356,961
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,842
shares
|
$356,961
0.1% of portfolio
|
Q4 2023
Added 3.31%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,842
shares
|
$356,961
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,835
shares
|
$355,604
0.22% of portfolio
|
Q2 2022
Reduced 7.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,835
shares
|
$355,604
0.04% of portfolio
|
Q3 2022
Added 16.21%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,834
shares
|
$355,410
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,834
shares
|
$355,410
0.02% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,833
shares
|
$355,217
0.1% of portfolio
|
Q4 2020
Reduced 11.02%
|