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 1,714 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $49.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,883,364
shares
|
$365 Million
13.39% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,744,003
shares
|
$338 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,407,533
shares
|
$273 Million
0.02% of portfolio
|
Q3 2024
Added 20632.55%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$258 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$243 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,229,100
shares
|
$238 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Stairway Partners, LLC
|
Oct 04, 2024 Q3 2024 |
1,192,974
shares
|
$231 Million
14.62% of portfolio
|
Q3 2024
Added 13.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$227 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,105,404
shares
|
$214 Million
7.86% of portfolio
|
Q3 2024
Added 77.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,103,619
shares
|
$214 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,081,228
shares
|
$210 Million
0.12% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,015,714
shares
|
$197 Million
0.53% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,014,517
shares
|
$197 Million
0.77% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,000,778
shares
|
$194 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
985,658
shares
|
$191 Million
0.27% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
871,802
shares
|
$169 Million
0.21% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
856,548
shares
|
$166 Million
6.77% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
825,144
shares
|
$160 Million
1.04% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
763,394
shares
|
$148 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
746,533
shares
|
$145 Million
9.85% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
665,388
shares
|
$129 Million
6.8% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
662,070
shares
|
$128 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
660,972
shares
|
$128 Million
1.85% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
618,087
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
607,358
shares
|
$118 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.64%
|