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 |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,708
shares
|
$330,993
0.06% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,705
shares
|
$330,411
0.0% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,702
shares
|
$329,830
0.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,695
shares
|
$328,474
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,687
shares
|
$326,923
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,682
shares
|
$325,954
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,681
shares
|
$325,760
0.03% of portfolio
|
Q4 2023
Reduced 5.72%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,680
shares
|
$325,567
0.08% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,679
shares
|
$325,373
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,675
shares
|
$324,598
0.01% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
1,662
shares
|
$322,078
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,660
shares
|
$321,691
0.08% of portfolio
|
Q1 2020
Reduced 1.6%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$321,691
0.1% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
1,658
shares
|
$321,303
0.23% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,650
shares
|
$319,753
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
1,649
shares
|
$319,559
0.1% of portfolio
|
Q2 2022
Reduced 16.76%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,646
shares
|
$318,978
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
1,639
shares
|
$317,621
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
1,635
shares
|
$316,846
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,628
shares
|
$315,490
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,625
shares
|
$314,908
0.04% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,625
shares
|
$314,908
0.02% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$313,939
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,619
shares
|
$313,746
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,611
shares
|
$312,195
0.11% of portfolio
|
Q3 2024
Added 0.56%
|