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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,407
shares
|
$7.24 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Bg Investment Services, Inc.
|
Feb 11, 2025 Q4 2024 |
38,206
shares
|
$7.2 Million
7.26% of portfolio
|
Q4 2024
Added 226.13%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.19 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.19 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
37,912
shares
|
$7.15 Million
3.73% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
37,859
shares
|
$7.14 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
37,671
shares
|
$7.1 Million
3.42% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
37,357
shares
|
$7.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
37,119
shares
|
$7 Million
0.13% of portfolio
|
Q4 2024
Added 23.18%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Jan 27, 2025 Q4 2024 |
36,879
shares
|
$6.95 Million
7.23% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
36,700
shares
|
$6.92 Million
2.02% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
36,663
shares
|
$6.91 Million
0.2% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
36,334
shares
|
$6.85 Million
0.24% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
36,312
shares
|
$6.84 Million
0.22% of portfolio
|
Q4 2024
Added 134.79%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
36,210
shares
|
$6.82 Million
0.73% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
35,833
shares
|
$6.75 Million
1.36% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
35,804
shares
|
$6.75 Million
1.9% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
35,525
shares
|
$6.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
35,344
shares
|
$6.66 Million
1.11% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
35,250
shares
|
$6.64 Million
1.05% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
34,321
shares
|
$6.47 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
34,311
shares
|
$6.47 Million
0.12% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
34,309
shares
|
$6.47 Million
0.15% of portfolio
|
Q4 2024
Added 37.96%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
34,309
shares
|
$6.47 Million
2.21% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
34,171
shares
|
$6.44 Million
0.96% of portfolio
|
Q4 2024
Added 60.65%
|