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 |
|---|---|---|---|---|---|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,286
shares
|
$451,965
0.17% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
2,269
shares
|
$448,603
0.14% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
2,268
shares
|
$448,406
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,262
shares
|
$447,220
0.13% of portfolio
|
Q3 2024
Reduced 7.75%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
2,259
shares
|
$446,626
0.0% of portfolio
|
Q3 2024
Reduced 67.51%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,239
shares
|
$442,672
0.04% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,235
shares
|
$441,881
0.12% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,231
shares
|
$441,091
0.01% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,229
shares
|
$440,695
0.1% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,226
shares
|
$440,102
0.36% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
2,221
shares
|
$439,113
0.02% of portfolio
|
Q4 2022
Added 25.41%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,221
shares
|
$439,113
0.0% of portfolio
|
Q3 2024
Added 40.48%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,215
shares
|
$437,927
0.14% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
2,210
shares
|
$436,939
0.13% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
2,209
shares
|
$436,741
0.05% of portfolio
|
Q3 2023
Added 15.29%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,208
shares
|
$436,543
0.03% of portfolio
|
Q1 2024
Reduced 0.45%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,205
shares
|
$435,950
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,203
shares
|
$435,555
0.08% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
2,202
shares
|
$435,357
0.05% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
2,198
shares
|
$434,566
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,191
shares
|
$433,182
0.16% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
2,190
shares
|
$432,984
0.05% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,189
shares
|
$432,787
0.01% of portfolio
|
Q2 2024
Reduced 88.82%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Oct 30, 2024 Q3 2024 |
2,188
shares
|
$432,589
0.15% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,185
shares
|
$431,996
0.01% of portfolio
|
Q4 2023
Added 6.74%
|