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 |
|---|---|---|---|---|---|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,368
shares
|
$265,104
0.09% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,364
shares
|
$264,329
0.06% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,363
shares
|
$264,135
0.01% of portfolio
|
Q1 2024
Added 422.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,356
shares
|
$262,779
0.0% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,345
shares
|
$260,647
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,344
shares
|
$260,453
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,343
shares
|
$260,259
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,342
shares
|
$260,066
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
1,340
shares
|
$259,678
0.01% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,340
shares
|
$259,678
0.01% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
1,339
shares
|
$259,484
0.12% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$258,322
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,332
shares
|
$258,128
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,331
shares
|
$257,934
0.07% of portfolio
|
Q4 2023
Reduced 16.5%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,329
shares
|
$257,546
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
1,328
shares
|
$257,353
0.03% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
1,324
shares
|
$256,577
0.1% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,323
shares
|
$256,384
0.06% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
1,318
shares
|
$255,415
0.01% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
1,317
shares
|
$255,221
0.09% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
1,316
shares
|
$255,027
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,315
shares
|
$254,833
0.12% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,315
shares
|
$254,833
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
1,314
shares
|
$254,640
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,312
shares
|
$254,252
0.01% of portfolio
|
Q3 2024
Reduced 9.33%
|