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 1,714 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 $49.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
346,153
shares
|
$67.1 Million
0.91% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
335,803
shares
|
$65.1 Million
0.45% of portfolio
|
Q3 2024
Added 57.35%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
332,262
shares
|
$64.4 Million
0.88% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
325,853
shares
|
$63.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
323,817
shares
|
$62.8 Million
5.41% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
323,714
shares
|
$62.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
323,336
shares
|
$62.7 Million
0.55% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
312,815
shares
|
$60.7 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
308,875
shares
|
$59.9 Million
0.17% of portfolio
|
Q3 2024
Reduced 46.47%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
307,962
shares
|
$59.7 Million
0.58% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 08, 2024 Q3 2024 |
292,378
shares
|
$56.7 Million
19.84% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
292,006
shares
|
$56.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
286,403
shares
|
$55.5 Million
5.54% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$54.5 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
255,026
shares
|
$49.5 Million
19.37% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Wind River Trust CO
|
Oct 23, 2024 Q3 2024 |
253,335
shares
|
$49.1 Million
18.5% of portfolio
|
Q2 2022
Reduced 3.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
248,399
shares
|
$48.2 Million
0.44% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
229,861
shares
|
$44.6 Million
11.77% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
229,662
shares
|
$44.5 Million
6.41% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
224,206
shares
|
$43.5 Million
0.67% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
224,104
shares
|
$43.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
223,665
shares
|
$43.4 Million
1.0% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
221,171
shares
|
$42.9 Million
5.92% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
220,773
shares
|
$42.8 Million
6.39% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
220,364
shares
|
$42.7 Million
0.13% of portfolio
|
Q3 2024
Added 0.89%
|