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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
11,105
shares
|
$2.21 Million
0.53% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,062
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2024
Added 45.84%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,024
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
11,005
shares
|
$2.19 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
10,978
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
10,958
shares
|
$2.18 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,925
shares
|
$2.18 Million
0.7% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
10,925
shares
|
$2.18 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
10,919
shares
|
$2.18 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
10,909
shares
|
$2.17 Million
0.71% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
10,807
shares
|
$2.15 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
10,784
shares
|
$2.15 Million
0.43% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
10,731
shares
|
$2.14 Million
0.22% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
10,673
shares
|
$2.13 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
10,642
shares
|
$2.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,635
shares
|
$2.12 Million
4.41% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
10,575
shares
|
$2.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
10,562
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
10,529
shares
|
$2.1 Million
0.87% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
10,514
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,509
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2024
Added 395.94%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,469
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
10,430
shares
|
$2.08 Million
1.28% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
10,405
shares
|
$2.07 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
10,390
shares
|
$2.07 Million
0.2% of portfolio
|
Q3 2024
Added 12.85%
|