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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,781
shares
|
$549,831
0.04% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,781
shares
|
$549,831
0.01% of portfolio
|
Q3 2024
Reduced 24.67%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
2,774
shares
|
$548,447
0.1% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
2,745
shares
|
$542,713
0.1% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,734
shares
|
$540,539
0.07% of portfolio
|
Q3 2024
Reduced 66.41%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
2,732
shares
|
$540,143
0.03% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$537,573
0.12% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,703
shares
|
$534,410
0.07% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,684
shares
|
$530,653
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,683
shares
|
$530,455
0.02% of portfolio
|
Q4 2023
Reduced 46.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,671
shares
|
$528,083
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,665
shares
|
$526,897
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,659
shares
|
$525,710
0.05% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
2,646
shares
|
$523,140
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,642
shares
|
$522,349
0.06% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,636
shares
|
$521,163
0.13% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,631
shares
|
$520,175
0.19% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,626
shares
|
$519,186
0.01% of portfolio
|
Q2 2023
Added 15.12%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
2,625
shares
|
$518,988
0.14% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,624
shares
|
$518,791
0.27% of portfolio
|
Q3 2023
Reduced 7.54%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,621
shares
|
$518,197
0.28% of portfolio
|
Q2 2023
Reduced 50.23%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
2,619
shares
|
$517,802
0.11% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
2,609
shares
|
$515,825
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,595
shares
|
$513,057
0.18% of portfolio
|
Q3 2024
Reduced 38.52%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
2,588
shares
|
$511,673
0.28% of portfolio
|
Q3 2024
New holding
|