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 1,715 institutions that hold shares in the stock, with a total of 256 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 |
|---|---|---|---|---|---|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
590,826
shares
|
$117 Million
0.07% of portfolio
|
Q3 2024
Added 311.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
524,533
shares
|
$104 Million
0.1% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
519,083
shares
|
$103 Million
0.44% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
498,835
shares
|
$98.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
489,907
shares
|
$96.9 Million
0.13% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
458,646
shares
|
$90.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
451,789
shares
|
$89.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$86.5 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
412,809
shares
|
$81.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
410,900
shares
|
$81.2 Million
17.65% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
407,619
shares
|
$80.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
399,331
shares
|
$79 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
390,614
shares
|
$77.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 18.92%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
388,498
shares
|
$76.8 Million
5.12% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
383,542
shares
|
$75.8 Million
1.06% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$75.8 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
375,840
shares
|
$74.3 Million
7.75% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
371,589
shares
|
$73.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
370,132
shares
|
$73.2 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
369,017
shares
|
$73 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
368,083
shares
|
$72.8 Million
0.99% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
366,172
shares
|
$72.4 Million
5.81% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$72.1 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
358,125
shares
|
$70.8 Million
19.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
356,077
shares
|
$70.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.21%
|