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 |
|---|---|---|---|---|---|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,695
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
5,693
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,690
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,685
shares
|
$1.12 Million
0.3% of portfolio
|
Q1 2023
Added 131.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,675
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,670
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
5,633
shares
|
$1.11 Million
0.36% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,628
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,613
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
5,608
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,602
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Added 16.1%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,586
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
5,565
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,547
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Added 30.09%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,503
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,474
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
5,462
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,447
shares
|
$1.08 Million
0.37% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,438
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2023
Reduced 17.46%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,432
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2024
Added 68.7%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$1.07 Million
0.75% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,358
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
5,350
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,331
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
5,321
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
Added 8.06%
|