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 1,884 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
660,089
shares
|
$123 Million
7.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
607,633
shares
|
$113 Million
2.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
576,258
shares
|
$107 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
547,463
shares
|
$102 Million
0.03% of portfolio
|
Q4 2024
Added 144.29%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
541,657
shares
|
$101 Million
0.19% of portfolio
|
Q4 2024
Added 35.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
534,418
shares
|
$99.5 Million
0.45% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
531,691
shares
|
$99 Million
0.1% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
492,338
shares
|
$91.7 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
486,496
shares
|
$90.6 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
484,386
shares
|
$90.2 Million
0.03% of portfolio
|
Q4 2024
Added 271.48%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
445,948
shares
|
$83.1 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
439,833
shares
|
$81.9 Million
2.02% of portfolio
|
Q4 2024
Added 291.67%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$81.5 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
420,683
shares
|
$78.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 99.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
413,551
shares
|
$77 Million
17.17% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
413,330
shares
|
$77 Million
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
403,598
shares
|
$75.2 Million
2.04% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
390,861
shares
|
$72.8 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
388,500
shares
|
$72.4 Million
1.05% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$71.4 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
379,988
shares
|
$70.8 Million
7.89% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
377,266
shares
|
$70.3 Million
0.24% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
373,677
shares
|
$69.6 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
370,305
shares
|
$69 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
367,037
shares
|
$68.4 Million
4.49% of portfolio
|
Q4 2024
Reduced 5.52%
|