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 |
|---|---|---|---|---|---|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
3,802
shares
|
$757,054
0.59% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
3,795
shares
|
$755,660
0.11% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
3,791
shares
|
$754,863
0.15% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,790
shares
|
$754,664
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
3,779
shares
|
$752,474
0.05% of portfolio
|
Q4 2023
Added 41.54%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,764
shares
|
$749,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
3,762
shares
|
$749,089
0.61% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
3,759
shares
|
$748,492
0.11% of portfolio
|
Q3 2024
Added 82.65%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,758
shares
|
$748,292
0.22% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
3,755
shares
|
$747,695
0.09% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,711
shares
|
$738,934
0.08% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
3,707
shares
|
$738,137
0.08% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
3,705
shares
|
$737,739
0.11% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,695
shares
|
$735,748
0.1% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
3,685
shares
|
$733,757
0.06% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
3,684
shares
|
$733,558
0.54% of portfolio
|
Q3 2024
Added 29.72%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
3,677
shares
|
$732,164
0.23% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,668
shares
|
$730,372
0.07% of portfolio
|
Q3 2024
Added 77.97%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
3,667
shares
|
$730,173
0.35% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,646
shares
|
$725,991
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,627
shares
|
$722,208
0.07% of portfolio
|
Q2 2023
Added 36.92%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
3,625
shares
|
$721,810
0.06% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
3,620
shares
|
$720,814
0.06% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,619
shares
|
$720,615
0.12% of portfolio
|
Q3 2024
Added 76.11%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
3,610
shares
|
$718,823
0.1% of portfolio
|
Q1 2024
Reduced 13.88%
|