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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
984
shares
|
$190,689
0.12% of portfolio
|
Q3 2023
Reduced 48.32%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
983
shares
|
$190,495
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$188,945
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
952
shares
|
$184,488
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
940
shares
|
$182,162
0.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
940
shares
|
$182,162
0.01% of portfolio
|
Q3 2024
Added 43.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
929
shares
|
$180,030
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
902
shares
|
$174,798
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
880
shares
|
$170,535
0.02% of portfolio
|
Q3 2023
Reduced 6.68%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
879
shares
|
$170,341
0.03% of portfolio
|
Q3 2024
Added 109.79%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
863
shares
|
$167,240
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
857
shares
|
$166,078
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
853
shares
|
$165,302
0.03% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
852
shares
|
$165,109
0.06% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
851
shares
|
$164,915
0.02% of portfolio
|
Q2 2024
Reduced 14.3%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
802
shares
|
$155,419
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
797
shares
|
$154,450
0.07% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
791
shares
|
$153,287
0.02% of portfolio
|
Q3 2024
Added 136.12%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
769
shares
|
$149,024
0.13% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$147,280
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
725
shares
|
$140,497
0.01% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
720
shares
|
$139,528
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
708
shares
|
$137,203
0.06% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
704
shares
|
$136,428
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
694
shares
|
$134,490
0.02% of portfolio
|
Q4 2024
Added 6.28%
|