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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,500
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.99%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,497
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.32%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
9,496
shares
|
$1.89 Million
0.12% of portfolio
|
Q3 2024
Added 74.66%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,464
shares
|
$1.89 Million
0.15% of portfolio
|
Q3 2024
Added 32.59%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
9,450
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2024
Added 1.99%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
9,404
shares
|
$1.87 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
9,396
shares
|
$1.87 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,359
shares
|
$1.87 Million
0.38% of portfolio
|
Q2 2022
Reduced 17.06%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
9,353
shares
|
$1.86 Million
0.17% of portfolio
|
Q3 2024
Added 65.75%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
9,290
shares
|
$1.85 Million
0.72% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
9,250
shares
|
$1.84 Million
0.52% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
9,129
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,118
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,046
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
9,009
shares
|
$1.8 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
9,001
shares
|
$1.79 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
9,000
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
8,978
shares
|
$1.79 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
8,964
shares
|
$1.79 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,952
shares
|
$1.78 Million
0.78% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
8,871
shares
|
$1.77 Million
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
8,870
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
8,861
shares
|
$1.77 Million
0.72% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
8,850
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
Added 4.12%
|