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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
33,800
shares
|
$6.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
33,640
shares
|
$6.34 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
33,489
shares
|
$6.31 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
33,348
shares
|
$6.29 Million
0.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
33,306
shares
|
$6.28 Million
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
32,931
shares
|
$6.21 Million
0.15% of portfolio
|
Q2 2024
Reduced 60.34%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
32,917
shares
|
$6.2 Million
0.65% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
32,820
shares
|
$6.19 Million
4.56% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
32,296
shares
|
$6.09 Million
0.04% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
32,279
shares
|
$6.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.04 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
32,024
shares
|
$6.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
32,004
shares
|
$6.03 Million
2.79% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
31,592
shares
|
$5.95 Million
1.4% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
31,429
shares
|
$5.92 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
31,424
shares
|
$5.92 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$5.91 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
31,137
shares
|
$5.87 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,641
shares
|
$5.77 Million
0.17% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
30,561
shares
|
$5.76 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
30,064
shares
|
$5.67 Million
2.77% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
29,804
shares
|
$5.62 Million
4.29% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
29,775
shares
|
$5.61 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
29,703
shares
|
$5.6 Million
0.23% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
29,700
shares
|
$5.6 Million
0.4% of portfolio
|
Q4 2024
Added 1.32%
|