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 |
|---|---|---|---|---|---|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
2,970
shares
|
$591,386
0.11% of portfolio
|
Q1 2024
Added 20.73%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
2,967
shares
|
$590,789
0.11% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
2,967
shares
|
$590,789
0.17% of portfolio
|
Q3 2023
Reduced 5.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,966
shares
|
$590,589
0.17% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,964
shares
|
$590,191
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,962
shares
|
$589,793
0.29% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,938
shares
|
$585,014
0.02% of portfolio
|
Q3 2024
Added 70.32%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
2,906
shares
|
$578,642
0.05% of portfolio
|
Q3 2023
Added 92.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,898
shares
|
$577,049
0.1% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
2,884
shares
|
$574,262
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,881
shares
|
$573,664
0.16% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
2,879
shares
|
$573,266
0.03% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,874
shares
|
$572,270
0.3% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,853
shares
|
$568,089
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,853
shares
|
$568,089
0.04% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,848
shares
|
$567,093
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
2,845
shares
|
$566,496
0.13% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,842
shares
|
$565,899
0.07% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,831
shares
|
$563,708
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,831
shares
|
$563,708
0.35% of portfolio
|
Q3 2021
Reduced 8.26%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
2,830
shares
|
$563,509
0.11% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,829
shares
|
$563,310
0.0% of portfolio
|
Q3 2024
Reduced 24.64%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,818
shares
|
$561,120
0.02% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$556,540
0.02% of portfolio
|
Q3 2024
Added 7.83%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,785
shares
|
$554,549
0.14% of portfolio
|
Q3 2024
Reduced 2.96%
|