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 1,883 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,460
shares
|
$273,239
0.06% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,455
shares
|
$272,303
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
1,449
shares
|
$271,180
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jan 24, 2025 Q4 2024 |
1,446
shares
|
$270,618
0.05% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,439
shares
|
$269,308
0.18% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,439
shares
|
$269,308
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
1,437
shares
|
$268,934
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
1,435
shares
|
$268,560
0.21% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,434
shares
|
$268,373
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,433
shares
|
$268,185
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,432
shares
|
$267,998
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
1,427
shares
|
$267,063
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,426
shares
|
$266,875
0.07% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
1,424
shares
|
$266,501
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
1,423
shares
|
$266,314
0.07% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,420
shares
|
$265,753
0.05% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
1,417
shares
|
$265,191
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,416
shares
|
$265,004
0.17% of portfolio
|
Q3 2023
Reduced 88.28%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,414
shares
|
$264,630
0.08% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
1,412
shares
|
$264,255
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
1,411
shares
|
$264,068
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
1,408
shares
|
$263,507
0.12% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,408
shares
|
$263,507
0.09% of portfolio
|
Q2 2024
Added 1855.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,407
shares
|
$263,320
0.0% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
1,399
shares
|
$261,822
0.13% of portfolio
|
Q3 2024
Reduced 90.67%
|