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 1,716 institutions that hold shares in the stock, with a total of 257 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,647
shares
|
$5.31 Million
1.59% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
26,589
shares
|
$5.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
26,567
shares
|
$5.29 Million
3.43% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
26,550
shares
|
$5.29 Million
0.39% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
26,533
shares
|
$5.28 Million
0.12% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
26,365
shares
|
$5.25 Million
0.37% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
26,318
shares
|
$5.24 Million
3.04% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,180
shares
|
$5.21 Million
2.87% of portfolio
|
Q3 2024
Added 47.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,039
shares
|
$5.18 Million
0.27% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
25,944
shares
|
$5.17 Million
0.59% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
25,791
shares
|
$5.14 Million
3.35% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
25,610
shares
|
$5.1 Million
0.09% of portfolio
|
Q3 2024
Added 78.72%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
25,462
shares
|
$5.07 Million
0.17% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
25,424
shares
|
$5.06 Million
0.54% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
25,209
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,957
shares
|
$4.97 Million
0.15% of portfolio
|
Q3 2023
Added 159.21%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
24,928
shares
|
$4.96 Million
2.16% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
24,868
shares
|
$4.95 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
24,568
shares
|
$4.89 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
24,349
shares
|
$4.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
24,304
shares
|
$4.84 Million
0.64% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
24,264
shares
|
$4.83 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
24,251
shares
|
$4.83 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
24,065
shares
|
$4.79 Million
2.48% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
24,055
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.74%
|