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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,966,562
shares
|
$371 Million
0.53% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,830,593
shares
|
$346 Million
12.97% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,519,052
shares
|
$287 Million
0.07% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$251 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
|
$236 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Stairway Partners, LLC
|
Jan 06, 2025 Q4 2024 |
1,235,849
shares
|
$233 Million
14.37% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,231,290
shares
|
$233 Million
0.08% of portfolio
|
Q4 2024
Reduced 29.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,231,116
shares
|
$232 Million
0.5% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,214,994
shares
|
$229 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$221 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Johns Hopkins University
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,105,404
shares
|
$209 Million
7.7% of portfolio
|
Q3 2024
Added 77.4%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,086,718
shares
|
$205 Million
0.82% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,065,883
shares
|
$201 Million
0.28% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,035,112
shares
|
$195 Million
0.36% of portfolio
|
Q4 2024
Added 125.69%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,027,987
shares
|
$194 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,016,460
shares
|
$192 Million
0.52% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
936,279
shares
|
$177 Million
0.05% of portfolio
|
Q4 2024
Added 118.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
859,746
shares
|
$162 Million
0.56% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
858,624
shares
|
$162 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
850,844
shares
|
$161 Million
6.37% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
764,174
shares
|
$144 Million
9.78% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
750,734
shares
|
$142 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
692,124
shares
|
$131 Million
1.87% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
671,674
shares
|
$127 Million
0.25% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
660,089
shares
|
$125 Million
7.02% of portfolio
|
Q4 2024
Reduced 0.85%
|