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 1,795 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
23
shares
|
$4,444
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
20
shares
|
$3,864
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
20
shares
|
$3,864
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
17
shares
|
$3,284
0.3% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
16
shares
|
$3,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
16
shares
|
$3,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
14
shares
|
$2,705
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
12
shares
|
$2,318
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
9
shares
|
$1,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$1,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,159
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
5
shares
|
$966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nixon Capital, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
4
shares
|
$772
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
2
shares
|
$386
0.0% of portfolio
|
Q2 2024
Reduced 97.96%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|