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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
4,386
shares
|
$873,340
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
4,383
shares
|
$872,742
0.6% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,367
shares
|
$869,557
0.12% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
4,358
shares
|
$867,764
0.13% of portfolio
|
Q2 2024
Added 14.08%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
4,347
shares
|
$865,574
0.12% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,318
shares
|
$859,800
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
4,315
shares
|
$859,202
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,292
shares
|
$854,623
0.26% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,281
shares
|
$852,432
0.38% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
4,277
shares
|
$851,636
0.06% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
4,231
shares
|
$842,476
0.55% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
4,230
shares
|
$842,277
0.47% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
4,215
shares
|
$839,290
0.15% of portfolio
|
Q3 2024
Added 29.29%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
4,212
shares
|
$838,693
0.02% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,210
shares
|
$838,295
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
American Trust
Lexington, KY |
Sep 11, 2024 Q2 2024 |
4,204
shares
|
$837,100
0.06% of portfolio
|
Q2 2024
Added 96.45%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
4,197
shares
|
$835,706
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
4,187
shares
|
$833,715
0.29% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
4,183
shares
|
$832,918
0.13% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
4,177
shares
|
$831,724
0.05% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,168
shares
|
$829,932
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,135
shares
|
$823,361
0.03% of portfolio
|
Q1 2024
Added 28.3%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$823,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$822,365
0.11% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,112
shares
|
$818,781
0.0% of portfolio
|
Q3 2024
Reduced 16.03%
|