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 1,884 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
365,537
shares
|
$68.1 Million
5.64% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$67.9 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
364,036
shares
|
$67.8 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
355,144
shares
|
$66.2 Million
18.38% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
353,989
shares
|
$65.9 Million
0.91% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
337,280
shares
|
$62.8 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
333,272
shares
|
$62.1 Million
0.78% of portfolio
|
Q4 2024
Added 461.38%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
327,433
shares
|
$61 Million
3.91% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
326,046
shares
|
$60.7 Million
1.43% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
320,421
shares
|
$59.7 Million
0.45% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
318,876
shares
|
$59.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
315,448
shares
|
$58.8 Million
0.83% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
314,886
shares
|
$58.7 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
314,785
shares
|
$58.6 Million
0.08% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
300,113
shares
|
$55.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
300,081
shares
|
$55.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
293,411
shares
|
$54.7 Million
0.61% of portfolio
|
Q4 2024
Added 274.56%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
292,754
shares
|
$54.5 Million
2.26% of portfolio
|
Q4 2024
Added 811.84%
|
|
|
London CO Of Virginia
Richmond, VA |
Feb 14, 2025 Q4 2024 |
290,119
shares
|
$54 Million
0.31% of portfolio
|
Q4 2024
Added 2478.38%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
287,455
shares
|
$53.5 Million
5.32% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
284,776
shares
|
$53 Million
0.15% of portfolio
|
Q4 2024
Added 59.06%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$52.3 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
263,419
shares
|
$49.1 Million
0.06% of portfolio
|
Q4 2024
Added 76.16%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
260,846
shares
|
$48.6 Million
13.28% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
253,893
shares
|
$47.3 Million
19.12% of portfolio
|
Q4 2024
Reduced 0.44%
|