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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
4,039
shares
|
$798,550
0.16% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
4,036
shares
|
$797,957
0.6% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,020
shares
|
$794,794
0.29% of portfolio
|
Q1 2023
Reduced 1.4%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,017
shares
|
$794,201
0.08% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$790,840
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
3,980
shares
|
$786,885
0.5% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,978
shares
|
$786,490
0.07% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,958
shares
|
$782,536
0.12% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
3,958
shares
|
$782,536
0.12% of portfolio
|
Q3 2024
Added 80.4%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
3,939
shares
|
$778,779
0.12% of portfolio
|
Q2 2024
Added 2.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,939
shares
|
$778,779
0.1% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
3,923
shares
|
$775,616
0.42% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,920
shares
|
$775,023
0.06% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
3,919
shares
|
$774,825
0.49% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,911
shares
|
$773,243
0.25% of portfolio
|
Q4 2023
Reduced 1.81%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
3,908
shares
|
$772,650
0.43% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
3,892
shares
|
$769,487
0.11% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
3,876
shares
|
$766,323
0.44% of portfolio
|
Q1 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,873
shares
|
$765,730
0.25% of portfolio
|
Q3 2024
Added 25.5%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,870
shares
|
$765,137
0.07% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$763,556
0.0% of portfolio
|
Q3 2024
Reduced 78.73%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,861
shares
|
$763,358
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,861
shares
|
$763,358
0.19% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
3,809
shares
|
$753,077
0.11% of portfolio
|
Q3 2024
Added 63.83%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,802
shares
|
$751,693
0.59% of portfolio
|
Q1 2024
Reduced 3.8%
|