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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
5,975
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
5,971
shares
|
$1.13 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
5,956
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
5,946
shares
|
$1.12 Million
0.16% of portfolio
|
Q4 2024
Added 11.75%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,942
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,915
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$1.11 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
5,904
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,886
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Reduced 40.67%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
5,860
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
5,857
shares
|
$1.1 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,818
shares
|
$1.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
5,809
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
5,781
shares
|
$1.09 Million
0.17% of portfolio
|
Q4 2024
Reduced 15.21%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,780
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Added 107.84%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,757
shares
|
$1.09 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,752
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Added 22.72%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
5,738
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,737
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
5,736
shares
|
$1.08 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
5,694
shares
|
$1.07 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
5,688
shares
|
$1.07 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,685
shares
|
$1.07 Million
0.3% of portfolio
|
Q1 2023
Added 131.76%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
5,667
shares
|
$1.07 Million
0.24% of portfolio
|
Q4 2024
New holding
|