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 1,718 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 $47.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
260
shares
|
$47,728
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
260
shares
|
$47,728
0.03% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$45,892
0.01% of portfolio
|
Q3 2023
Reduced 20.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
249
shares
|
$45,708
0.01% of portfolio
|
Q2 2024
Added 31.75%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
249
shares
|
$45,708
0.0% of portfolio
|
Q3 2024
Added 144.12%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
247
shares
|
$45,341
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
246
shares
|
$45,158
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
243
shares
|
$44,607
0.01% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
240
shares
|
$44,056
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
235
shares
|
$43,138
0.02% of portfolio
|
Q1 2023
Reduced 30.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
234
shares
|
$42,955
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
232
shares
|
$42,588
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$42,037
0.02% of portfolio
|
Q3 2024
Added 536.11%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
225
shares
|
$41,303
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
215
shares
|
$39,467
0.02% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
201
shares
|
$36,897
0.01% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
200
shares
|
$36,714
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
188
shares
|
$34,511
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
185
shares
|
$33,960
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
183
shares
|
$33,593
0.01% of portfolio
|
Q3 2024
Added 157.75%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
180
shares
|
$33,042
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
172
shares
|
$31,574
0.01% of portfolio
|
Q4 2022
Added 115.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
172
shares
|
$31,574
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
171
shares
|
$31,390
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
169
shares
|
$31,023
0.0% of portfolio
|
Q3 2022
New holding
|