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 |
|---|---|---|---|---|---|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
4,625
shares
|
$920,930
0.6% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,613
shares
|
$918,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
4,598
shares
|
$915,553
0.03% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,596
shares
|
$915,155
0.33% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,584
shares
|
$912,766
0.06% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,579
shares
|
$911,770
0.05% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,559
shares
|
$907,788
0.33% of portfolio
|
Q2 2024
Reduced 6.86%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,558
shares
|
$907,588
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,557
shares
|
$907,389
0.0% of portfolio
|
Q4 2022
Added 4.78%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,527
shares
|
$901,416
0.28% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,526
shares
|
$901,217
0.15% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Barnett & Company, Inc.
|
Nov 05, 2024 Q3 2024 |
4,525
shares
|
$901,018
0.6% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
4,517
shares
|
$899,425
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,484
shares
|
$892,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,480
shares
|
$892,057
0.16% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Evergreen Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,480
shares
|
$892,057
0.23% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,479
shares
|
$891,858
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,462
shares
|
$888,473
0.03% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
4,453
shares
|
$886,681
0.37% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
4,450
shares
|
$886,084
0.64% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,433
shares
|
$882,698
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,423
shares
|
$880,707
0.05% of portfolio
|
Q3 2024
Reduced 19.55%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
4,407
shares
|
$877,521
0.16% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
4,396
shares
|
$875,331
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
4,392
shares
|
$874,535
0.16% of portfolio
|
Q3 2024
Reduced 0.41%
|