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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
6,005
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
5,990
shares
|
$1.19 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,988
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 52.72%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,982
shares
|
$1.19 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.8%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,976
shares
|
$1.19 Million
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,975
shares
|
$1.19 Million
0.26% of portfolio
|
Q1 2022
Reduced 3.69%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
5,975
shares
|
$1.19 Million
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
5,971
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
5,967
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
5,966
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
5,964
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
5,924
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2024
Added 162.47%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,904
shares
|
$1.18 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,899
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 65.33%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,854
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,818
shares
|
$1.16 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
5,816
shares
|
$1.16 Million
0.12% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,811
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 48.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,804
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.85%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
5,801
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
5,792
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.59%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
5,779
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,756
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,752
shares
|
$1.15 Million
0.07% of portfolio
|
Q3 2024
Added 185.32%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.46%
|