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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,317
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,314
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
6,291
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
6,267
shares
|
$1.24 Million
1.52% of portfolio
|
Q3 2023
Reduced 14.83%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,234
shares
|
$1.23 Million
0.36% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,231
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
6,228
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,222
shares
|
$1.23 Million
0.14% of portfolio
|
Q1 2024
Reduced 15.96%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,222
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
6,218
shares
|
$1.23 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
6,216
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
6,205
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,202
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.44%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,198
shares
|
$1.23 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
6,137
shares
|
$1.21 Million
0.71% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
6,122
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
6,117
shares
|
$1.21 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,116
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,116
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,084
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
6,078
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,076
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
6,060
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,059
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.1%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
6,028
shares
|
$1.19 Million
0.17% of portfolio
|
Q3 2024
Added 5.85%
|