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 |
|---|---|---|---|---|---|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
8,013
shares
|
$1.6 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
8,003
shares
|
$1.6 Million
1.46% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
7,959
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.57%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7,956
shares
|
$1.59 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
7,946
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2024
Reduced 30.1%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
7,920
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
7,911
shares
|
$1.58 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
7,852
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
7,818
shares
|
$1.56 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
7,800
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
7,770
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
7,740
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,719
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Reduced 53.83%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
7,665
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
7,655
shares
|
$1.53 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,651
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2024
Added 221.74%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
7,649
shares
|
$1.52 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7,647
shares
|
$1.52 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,647
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2024
Added 217.96%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,616
shares
|
$1.52 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
7,607
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2023
Reduced 20.75%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,527
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2022
Reduced 3.19%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,514
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
7,500
shares
|
$1.49 Million
0.46% of portfolio
|
Q4 2021
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
7,468
shares
|
$1.49 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.45%
|