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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$479,480
0.11% of portfolio
|
Q3 2024
Added 71.63%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,402
shares
|
$478,286
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,396
shares
|
$477,091
0.02% of portfolio
|
Q2 2024
Added 83.04%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,388
shares
|
$475,498
0.02% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,381
shares
|
$474,104
0.14% of portfolio
|
Q2 2022
Added 3.93%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,378
shares
|
$473,507
0.24% of portfolio
|
Q2 2022
Added 0.89%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,374
shares
|
$472,710
0.01% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,363
shares
|
$470,520
0.03% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
2,363
shares
|
$470,520
0.09% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,360
shares
|
$469,923
0.08% of portfolio
|
Q1 2023
Added 12.38%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2024 Q3 2024 |
2,353
shares
|
$468,529
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
2,353
shares
|
$468,529
0.12% of portfolio
|
Q4 2023
Reduced 6.33%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,334
shares
|
$464,746
0.01% of portfolio
|
Q1 2024
Added 25.69%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,333
shares
|
$464,546
0.05% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,329
shares
|
$463,750
0.36% of portfolio
|
Q3 2024
Reduced 89.76%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
2,326
shares
|
$463,153
0.05% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2024 Q3 2024 |
2,325
shares
|
$462,954
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,323
shares
|
$462,555
0.09% of portfolio
|
Q3 2024
Added 18.34%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
2,323
shares
|
$462,555
0.16% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,322
shares
|
$462,356
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,313
shares
|
$460,564
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
2,311
shares
|
$460,166
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,306
shares
|
$459,170
0.06% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,305
shares
|
$458,971
0.01% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,299
shares
|
$457,776
0.02% of portfolio
|
Q3 2024
Added 3.42%
|