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 1,631 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $44.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
49,796,810
shares
|
$8.92 Billion
0.84% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
27,872,029
shares
|
$4.99 Billion
0.41% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
15,546,201
shares
|
$2.78 Billion
0.5% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
9,806,320
shares
|
$1.76 Billion
3.96% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9,725,382
shares
|
$1.74 Billion
0.16% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
8,401,595
shares
|
$1.5 Billion
2.05% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
7,077,031
shares
|
$1.27 Billion
0.32% of portfolio
|
Q1 2024
Reduced 4.53%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,283,696
shares
|
$1.13 Billion
0.43% of portfolio
|
Q1 2024
Reduced 12.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$902 Million
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
4,544,968
shares
|
$814 Million
0.2% of portfolio
|
Q1 2024
Reduced 7.43%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
3,698,945
shares
|
$662 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
3,695,068
shares
|
$662 Million
1.4% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
3,660,916
shares
|
$655 Million
2.29% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
3,632,089
shares
|
$650 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
3,297,987
shares
|
$591 Million
0.41% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
3,190,479
shares
|
$571 Million
0.31% of portfolio
|
Q1 2024
Added 7.15%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
2,799,214
shares
|
$501 Million
6.56% of portfolio
|
Q1 2024
Reduced 41.97%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 15, 2024 Q1 2024 |
2,521,082
shares
|
$451 Million
14.22% of portfolio
|
Q1 2024
Added 16.96%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,277,133
shares
|
$408 Million
0.01% of portfolio
|
Q1 2024
Reduced 39.97%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
2,276,853
shares
|
$408 Million
0.62% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
2,115,035
shares
|
$379 Million
0.63% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,029,988
shares
|
$363 Million
0.09% of portfolio
|
Q1 2024
Reduced 12.68%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 01, 2024 Q1 2024 |
1,961,432
shares
|
$351 Million
13.99% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
1,929,517
shares
|
$345 Million
5.11% of portfolio
|
Q1 2024
Added 85.75%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,853,417
shares
|
$332 Million
0.12% of portfolio
|
Q1 2024
Reduced 3.62%
|
|