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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,188
shares
|
$634,794
0.12% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
3,182
shares
|
$633,599
0.23% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,174
shares
|
$632,006
0.04% of portfolio
|
Q3 2024
Added 53.48%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
3,155
shares
|
$628,223
0.15% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
3,154
shares
|
$628,024
0.05% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,149
shares
|
$627,028
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,142
shares
|
$625,635
0.11% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
3,129
shares
|
$623,046
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,123
shares
|
$621,851
0.0% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
3,120
shares
|
$621,254
0.13% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,111
shares
|
$619,462
0.21% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,109
shares
|
$619,064
0.1% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,099
shares
|
$617,072
0.14% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$615,878
0.09% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
3,066
shares
|
$610,501
0.03% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,045
shares
|
$606,320
0.07% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
3,043
shares
|
$605,922
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
3,040
shares
|
$605,324
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
3,035
shares
|
$604,329
0.14% of portfolio
|
Q1 2024
Reduced 10.55%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
3,029
shares
|
$603,134
0.23% of portfolio
|
Q3 2024
Added 30.73%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,017
shares
|
$600,745
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,015
shares
|
$600,346
0.07% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,015
shares
|
$600,346
0.29% of portfolio
|
Q3 2024
Reduced 25.5%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,000
shares
|
$597,360
0.19% of portfolio
|
Q1 2023
Reduced 22.08%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
2,980
shares
|
$593,377
0.21% of portfolio
|
Q3 2024
Added 0.37%
|