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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
24,051
shares
|
$4.79 Million
0.13% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
23,966
shares
|
$4.77 Million
0.15% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
23,763
shares
|
$4.73 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
23,700
shares
|
$4.72 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
23,639
shares
|
$4.71 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
23,612
shares
|
$4.7 Million
0.31% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Tpg Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,539
shares
|
$4.69 Million
2.01% of portfolio
|
Q3 2024
Added 8.34%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
23,426
shares
|
$4.66 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
23,422
shares
|
$4.66 Million
1.15% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
23,364
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2024
Added 7.06%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
23,233
shares
|
$4.63 Million
0.05% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
23,230
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.89%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
23,031
shares
|
$4.59 Million
0.72% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
22,963
shares
|
$4.57 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
22,929
shares
|
$4.57 Million
1.48% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
22,922
shares
|
$4.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
22,781
shares
|
$4.54 Million
0.48% of portfolio
|
Q3 2024
Added 113.83%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
22,659
shares
|
$4.51 Million
1.46% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
22,630
shares
|
$4.51 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
22,590
shares
|
$4.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
22,590
shares
|
$4.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,563
shares
|
$4.49 Million
1.33% of portfolio
|
Q1 2023
Reduced 27.58%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
22,519
shares
|
$4.48 Million
0.04% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
22,358
shares
|
$4.45 Million
0.09% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
22,358
shares
|
$4.45 Million
0.18% of portfolio
|
Q3 2024
Added 0.61%
|