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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,549
shares
|
$300,180
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,543
shares
|
$299,017
0.05% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,538
shares
|
$298,049
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,536
shares
|
$297,661
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,519
shares
|
$294,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
1,519
shares
|
$294,367
0.04% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,512
shares
|
$293,010
0.1% of portfolio
|
Q1 2022
Added 3.0%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,509
shares
|
$292,429
0.02% of portfolio
|
Q2 2023
Reduced 28.45%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,506
shares
|
$291,847
0.04% of portfolio
|
Q3 2024
Added 18.68%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
1,504
shares
|
$291,460
0.02% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
1,501
shares
|
$290,878
0.03% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,495
shares
|
$289,716
0.16% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
1,489
shares
|
$288,553
0.01% of portfolio
|
Q3 2024
Reduced 83.81%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
1,487
shares
|
$288,165
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
1,485
shares
|
$287,778
0.07% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,485
shares
|
$287,778
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,480
shares
|
$286,809
0.15% of portfolio
|
Q2 2023
Added 1.37%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
1,476
shares
|
$286,034
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,473
shares
|
$285,452
0.01% of portfolio
|
Q3 2024
Reduced 24.58%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,472
shares
|
$285,258
0.01% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
1,469
shares
|
$284,677
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,464
shares
|
$283,708
0.0% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,462
shares
|
$283,320
0.1% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,456
shares
|
$282,158
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,451
shares
|
$281,189
0.03% of portfolio
|
Q4 2023
Reduced 6.87%
|