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 |
|---|---|---|---|---|---|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
10,374
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
10,345
shares
|
$2.06 Million
0.11% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
10,345
shares
|
$2.06 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
10,315
shares
|
$2.06 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,313
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2024
Added 38.57%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,259
shares
|
$2.04 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
10,243
shares
|
$2.04 Million
0.75% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
10,181
shares
|
$2.03 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,161
shares
|
$2.03 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
10,158
shares
|
$2.02 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,056
shares
|
$2 Million
0.15% of portfolio
|
Q3 2022
Added 1.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
9,941
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2024
Added 13.7%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
9,920
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2024
Added 71.27%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
9,900
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,893
shares
|
$1.97 Million
0.91% of portfolio
|
Q2 2022
Reduced 3.04%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
9,823
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 50.25%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
9,766
shares
|
$1.95 Million
0.45% of portfolio
|
Q4 2022
Added 38.04%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
9,703
shares
|
$1.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,699
shares
|
$1.93 Million
0.14% of portfolio
|
Q3 2024
Added 18.57%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
9,681
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
9,653
shares
|
$1.92 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
9,625
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
9,619
shares
|
$1.92 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Myecfo, LLC
La Jolla, CA |
Oct 07, 2024 Q3 2024 |
9,618
shares
|
$1.92 Million
0.99% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
9,507
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.52%
|