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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,744
shares
|
$1.74 Million
0.26% of portfolio
|
Q3 2023
Reduced 11.74%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
8,691
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
8,672
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2024
Added 57.24%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
8,649
shares
|
$1.72 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
8,632
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
8,624
shares
|
$1.72 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
8,603
shares
|
$1.71 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,578
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
8,576
shares
|
$1.71 Million
1.27% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
8,452
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
8,448
shares
|
$1.68 Million
1.18% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,385
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Oct 16, 2024 Q3 2024 |
8,382
shares
|
$1.67 Million
1.13% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,360
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,276
shares
|
$1.65 Million
0.31% of portfolio
|
Q1 2022
Added 7.52%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,235
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 24, 2024 Q3 2024 |
8,220
shares
|
$1.64 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,218
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,197
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
8,187
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 61.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,170
shares
|
$1.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,138
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
8,072
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,042
shares
|
$1.6 Million
0.27% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
8,021
shares
|
$1.6 Million
0.66% of portfolio
|
Q3 2024
Added 1.76%
|