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 256 Million shares, which have been reported (via 13F filing form) to have a value of $51.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,562
shares
|
$3.31 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
16,468
shares
|
$3.29 Million
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
16,294
shares
|
$3.26 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
16,218
shares
|
$3.24 Million
2.4% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
15,986
shares
|
$3.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,776
shares
|
$3.15 Million
0.83% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
15,740
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,723
shares
|
$3.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,712
shares
|
$3.14 Million
0.2% of portfolio
|
Q4 2022
Added 550.33%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
15,651
shares
|
$3.13 Million
0.44% of portfolio
|
Q3 2024
Added 25.64%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
15,637
shares
|
$3.12 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,630
shares
|
$3.12 Million
1.64% of portfolio
|
Q2 2024
Reduced 1.88%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
15,629
shares
|
$3.12 Million
1.46% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,579
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.63%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
15,561
shares
|
$3.11 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
15,547
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,466
shares
|
$3.09 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
15,426
shares
|
$3.08 Million
0.62% of portfolio
|
Q3 2024
Added 5613.33%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
15,392
shares
|
$3.08 Million
0.31% of portfolio
|
Q3 2024
Reduced 91.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
15,336
shares
|
$3.06 Million
0.07% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
15,188
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.65%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
15,184
shares
|
$3.03 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
15,073
shares
|
$3.01 Million
0.24% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
15,071
shares
|
$3.01 Million
0.87% of portfolio
|
Q3 2023
New holding
|