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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
6,853
shares
|
$1.36 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
6,833
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,827
shares
|
$1.36 Million
0.48% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
6,818
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
6,753
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
6,678
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,671
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
6,647
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
David Kennon Inc
Sarasota, FL |
Oct 22, 2024 Q3 2024 |
6,632
shares
|
$1.32 Million
0.55% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
6,621
shares
|
$1.32 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
6,604
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,586
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,521
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
6,507
shares
|
$1.3 Million
0.15% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
6,502
shares
|
$1.29 Million
0.92% of portfolio
|
Q3 2024
Added 73.76%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
6,464
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
6,460
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,459
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
6,407
shares
|
$1.28 Million
3.4% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
6,403
shares
|
$1.27 Million
0.48% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2022
Reduced 91.06%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
6,370
shares
|
$1.27 Million
0.45% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
6,363
shares
|
$1.27 Million
0.37% of portfolio
|
Q4 2023
Added 3.56%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,347
shares
|
$1.26 Million
0.21% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
6,330
shares
|
$1.26 Million
0.3% of portfolio
|
Q2 2024
Added 1.75%
|