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 1,629 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $44.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,663,243
shares
|
$295 Million
0.35% of portfolio
|
Q1 2024
Reduced 15.51%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
1,522,990
shares
|
$270 Million
0.39% of portfolio
|
Q1 2024
Added 12.64%
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$236 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
1,265,994
shares
|
$224 Million
0.69% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$222 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,223,017
shares
|
$217 Million
0.53% of portfolio
|
Q1 2024
Added 202.48%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,065,067
shares
|
$189 Million
0.56% of portfolio
|
Q1 2024
Reduced 18.43%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,036,400
shares
|
$184 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,035,662
shares
|
$183 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.46%
|
|
Stairway Partners, LLC
|
Apr 03, 2024 Q1 2024 |
1,029,059
shares
|
$182 Million
14.89% of portfolio
|
Q1 2024
Added 28.28%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
998,710
shares
|
$177 Million
0.29% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
993,630
shares
|
$176 Million
0.25% of portfolio
|
Q1 2024
Added 0.59%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
989,703
shares
|
$175 Million
0.77% of portfolio
|
Q1 2024
Reduced 8.02%
|
|
Waldron Private Wealth LLC
|
May 09, 2024 Q1 2024 |
900,430
shares
|
$160 Million
7.31% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
852,970
shares
|
$151 Million
0.23% of portfolio
|
Q1 2024
Added 0.03%
|
|
Hackensack Meridian Health, Inc.
Edison, NJ |
May 15, 2024 Q1 2024 |
826,000
shares
|
$146 Million
19.89% of portfolio
|
Q4 2023
Reduced 6.88%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
774,377
shares
|
$137 Million
0.92% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
750,245
shares
|
$133 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
745,441
shares
|
$132 Million
10.07% of portfolio
|
Q1 2024
Added 1.5%
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
744,086
shares
|
$132 Million
18.16% of portfolio
|
Q1 2024
Reduced 8.73%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
663,856
shares
|
$118 Million
1.92% of portfolio
|
Q1 2024
Reduced 1.19%
|
|
1 St Source Bank
|
May 09, 2024 Q1 2024 |
659,143
shares
|
$117 Million
6.87% of portfolio
|
Q1 2024
Added 11.5%
|
|
Johns Hopkins University
Baltimore, MD |
May 15, 2024 Q1 2024 |
623,115
shares
|
$110 Million
4.35% of portfolio
|
Q1 2024
Added 749.08%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2024 Q1 2024 |
611,273
shares
|
$108 Million
2.72% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
561,715
shares
|
$99.5 Million
0.21% of portfolio
|
Q1 2024
Added 1.5%
|