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 |
|---|---|---|---|---|---|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$668,852
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,379
shares
|
$668,062
0.03% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,371
shares
|
$666,480
0.08% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,368
shares
|
$665,887
0.07% of portfolio
|
Q1 2024
Reduced 30.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
3,364
shares
|
$665,096
0.04% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$664,503
0.0% of portfolio
|
Q2 2022
Added 20.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$662,328
0.08% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,344
shares
|
$661,142
0.09% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
3,330
shares
|
$658,374
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,329
shares
|
$658,176
0.05% of portfolio
|
Q4 2023
Reduced 2.75%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,307
shares
|
$653,826
0.21% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
3,301
shares
|
$652,640
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
3,293
shares
|
$651,059
0.05% of portfolio
|
Q1 2024
Added 98.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,291
shares
|
$650,663
0.03% of portfolio
|
Q3 2022
Added 87.84%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
3,291
shares
|
$650,663
0.16% of portfolio
|
Q3 2024
Added 84.16%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,267
shares
|
$645,918
0.02% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
3,246
shares
|
$641,766
0.19% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$641,173
0.04% of portfolio
|
Q4 2022
Reduced 20.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,240
shares
|
$640,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
3,212
shares
|
$635,044
0.05% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
3,210
shares
|
$634,649
0.45% of portfolio
|
Q3 2024
Reduced 88.02%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
3,203
shares
|
$633,265
0.22% of portfolio
|
Q3 2024
Added 78.74%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$632,672
0.19% of portfolio
|
Q1 2024
Added 1500.0%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,190
shares
|
$630,694
0.02% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,188
shares
|
$630,299
0.12% of portfolio
|
Q3 2024
Reduced 1.57%
|