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 1,714 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $49.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
48,028
shares
|
$9.31 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
47,893
shares
|
$9.29 Million
0.36% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,842
shares
|
$9.28 Million
0.08% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
47,572
shares
|
$9.23 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
47,572
shares
|
$9.23 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
47,148
shares
|
$9.14 Million
0.85% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
46,934
shares
|
$9.1 Million
0.0% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
46,366
shares
|
$8.99 Million
1.05% of portfolio
|
Q2 2024
Added 1.84%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
46,304
shares
|
$8.98 Million
0.11% of portfolio
|
Q4 2022
Added 265.61%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
46,159
shares
|
$8.95 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
46,100
shares
|
$8.94 Million
0.01% of portfolio
|
Q3 2024
Added 4090.91%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
45,544
shares
|
$8.83 Million
0.81% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,343
shares
|
$8.79 Million
0.26% of portfolio
|
Q3 2022
Reduced 18.04%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
45,016
shares
|
$8.73 Million
0.22% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
44,651
shares
|
$8.66 Million
3.17% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
44,407
shares
|
$8.61 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
44,282
shares
|
$8.59 Million
0.27% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
43,689
shares
|
$8.47 Million
0.99% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
43,510
shares
|
$8.44 Million
0.06% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
43,380
shares
|
$8.41 Million
0.11% of portfolio
|
Q3 2024
Added 81.72%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
42,983
shares
|
$8.34 Million
3.14% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
42,857
shares
|
$8.31 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
42,737
shares
|
$8.29 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
42,632
shares
|
$8.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
42,625
shares
|
$8.27 Million
0.97% of portfolio
|
Q3 2024
Added 116.93%
|