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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
21,990
shares
|
$4.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
21,815
shares
|
$4.34 Million
2.44% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
21,617
shares
|
$4.3 Million
0.25% of portfolio
|
Q3 2024
Added 122.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
21,543
shares
|
$4.29 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
21,471
shares
|
$4.28 Million
2.06% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,359
shares
|
$4.25 Million
1.68% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
21,271
shares
|
$4.24 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
20,865
shares
|
$4.15 Million
1.93% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,846
shares
|
$4.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
20,791
shares
|
$4.14 Million
0.51% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
20,523
shares
|
$4.09 Million
1.67% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
20,439
shares
|
$4.07 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
20,394
shares
|
$4.06 Million
0.4% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
20,373
shares
|
$4.06 Million
3.55% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
20,371
shares
|
$4.06 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.03%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
20,158
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,150
shares
|
$4.01 Million
0.85% of portfolio
|
Q4 2023
Reduced 61.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
20,073
shares
|
$4 Million
0.71% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,050
shares
|
$3.99 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
19,963
shares
|
$3.98 Million
0.37% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
19,833
shares
|
$3.95 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
19,828
shares
|
$3.95 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
19,686
shares
|
$3.92 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
19,643
shares
|
$3.91 Million
0.14% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
19,554
shares
|
$3.89 Million
0.31% of portfolio
|
Q3 2024
Added 1.71%
|