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 1,773 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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,889
shares
|
$365,597
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,884
shares
|
$364,629
0.07% of portfolio
|
Q4 2024
Added 472.64%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,882
shares
|
$364,242
0.08% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,876
shares
|
$363,081
0.01% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,876
shares
|
$363,081
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,873
shares
|
$362,500
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,872
shares
|
$362,306
0.01% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,871
shares
|
$362,113
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,870
shares
|
$361,919
0.01% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$361,726
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,867
shares
|
$361,339
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
1,866
shares
|
$361,145
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$360,565
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
1,860
shares
|
$359,984
0.23% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,858
shares
|
$359,597
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,852
shares
|
$358,436
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,850
shares
|
$358,049
0.07% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,848
shares
|
$357,661
0.25% of portfolio
|
Q4 2024
Reduced 42.43%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
1,846
shares
|
$357,274
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,846
shares
|
$357,274
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,844
shares
|
$356,887
0.16% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,844
shares
|
$356,887
0.04% of portfolio
|
Q2 2023
Reduced 7.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$356,500
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,842
shares
|
$356,500
0.1% of portfolio
|
Q4 2023
Added 3.31%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
1,842
shares
|
$356,500
0.2% of portfolio
|
Q4 2021
New holding
|