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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
14,927
shares
|
$2.97 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
14,896
shares
|
$2.97 Million
0.34% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
14,868
shares
|
$2.96 Million
0.22% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
14,849
shares
|
$2.96 Million
0.02% of portfolio
|
Q1 2023
Reduced 5.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
14,725
shares
|
$2.93 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
14,685
shares
|
$2.92 Million
0.05% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
14,680
shares
|
$2.92 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
14,602
shares
|
$2.91 Million
0.42% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
14,580
shares
|
$2.9 Million
2.68% of portfolio
|
Q3 2022
Added 1.58%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
14,565
shares
|
$2.9 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
14,553
shares
|
$2.9 Million
1.08% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
14,534
shares
|
$2.89 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,493
shares
|
$2.89 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
14,482
shares
|
$2.88 Million
0.25% of portfolio
|
Q1 2023
Reduced 10.24%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
14,365
shares
|
$2.86 Million
0.8% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Tcw Group Inc
|
Nov 18, 2024 Q3 2024 |
14,352
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
14,326
shares
|
$2.85 Million
0.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
14,229
shares
|
$2.83 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
14,210
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2024
Reduced 77.05%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
14,176
shares
|
$2.82 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
14,001
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
13,976
shares
|
$2.78 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
13,944
shares
|
$2.78 Million
0.2% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
13,914
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,880
shares
|
$2.76 Million
3.38% of portfolio
|
Q1 2023
Reduced 71.19%
|