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 |
|---|---|---|---|---|---|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
2,584
shares
|
$510,882
0.08% of portfolio
|
Q3 2024
Reduced 22.87%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
2,576
shares
|
$509,300
0.09% of portfolio
|
Q3 2023
Reduced 3.09%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,536
shares
|
$501,392
0.21% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,526
shares
|
$499,415
0.13% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
2,520
shares
|
$498,229
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,515
shares
|
$497,240
0.1% of portfolio
|
Q1 2024
Added 24.81%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,512
shares
|
$496,647
0.08% of portfolio
|
Q2 2024
Added 593.92%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,511
shares
|
$496,449
0.28% of portfolio
|
Q1 2024
Added 29.5%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,500
shares
|
$494,275
0.13% of portfolio
|
Q1 2024
Added 16.28%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,490
shares
|
$492,297
0.01% of portfolio
|
Q2 2024
Reduced 7.95%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,477
shares
|
$489,727
0.49% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
2,471
shares
|
$488,541
0.04% of portfolio
|
Q2 2023
Added 9.34%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,467
shares
|
$487,750
0.03% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
2,453
shares
|
$484,982
0.04% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
2,446
shares
|
$483,598
0.02% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
2,436
shares
|
$481,621
0.16% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,430
shares
|
$480,435
0.08% of portfolio
|
Q1 2024
Reduced 45.65%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,429
shares
|
$480,237
0.13% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,428
shares
|
$480,039
0.03% of portfolio
|
Q1 2024
Reduced 4.52%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
2,424
shares
|
$479,249
0.09% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
2,420
shares
|
$478,458
0.01% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
2,416
shares
|
$477,667
0.04% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,413
shares
|
$477,074
0.02% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$477,074
0.21% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$476,085
0.11% of portfolio
|
Q3 2024
Added 71.63%
|