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 1,852 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
8,859
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 45.61%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
8,850
shares
|
$1.72 Million
0.07% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
8,842
shares
|
$1.72 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
8,827
shares
|
$1.72 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
8,752
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Added 88.13%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,744
shares
|
$1.7 Million
0.26% of portfolio
|
Q3 2023
Reduced 11.74%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
8,710
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2024
Added 260.51%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
8,672
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2024
Added 57.24%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
8,608
shares
|
$1.67 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
8,603
shares
|
$1.67 Million
1.34% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
8,580
shares
|
$1.67 Million
1.12% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
8,566
shares
|
$1.67 Million
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
8,547
shares
|
$1.66 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
8,533
shares
|
$1.66 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
8,508
shares
|
$1.65 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,503
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,378
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
8,360
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
8,358
shares
|
$1.63 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,276
shares
|
$1.61 Million
0.31% of portfolio
|
Q1 2022
Added 7.52%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
8,250
shares
|
$1.6 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jan 16, 2025 Q4 2024 |
8,220
shares
|
$1.6 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,218
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.57%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,159
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 40.58%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
8,150
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|