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 |
|---|---|---|---|---|---|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
2,060
shares
|
$407,282
0.08% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,059
shares
|
$407,084
0.03% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Austin Asset Management CO Inc
|
Nov 01, 2024 Q3 2024 |
2,056
shares
|
$406,491
0.08% of portfolio
|
Q3 2023
Added 32.39%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,040
shares
|
$403,328
0.09% of portfolio
|
Q2 2023
Reduced 43.52%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
2,040
shares
|
$403,328
0.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
2,037
shares
|
$402,735
0.07% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,017
shares
|
$398,781
0.06% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
2,015
shares
|
$398,385
0.03% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,011
shares
|
$397,594
0.02% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
2,006
shares
|
$396,606
0.19% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,003
shares
|
$396,013
0.06% of portfolio
|
Q2 2024
Added 59.35%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$395,420
0.05% of portfolio
|
Q1 2024
Reduced 7.45%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,971
shares
|
$389,686
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Trecaso Financial Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,971
shares
|
$389,686
0.12% of portfolio
|
Q1 2024
Reduced 6.63%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
1,970
shares
|
$389,488
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$389,290
0.12% of portfolio
|
Q2 2024
Reduced 38.68%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,965
shares
|
$388,500
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
1,964
shares
|
$388,302
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,954
shares
|
$386,325
0.25% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
1,951
shares
|
$385,732
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
1,940
shares
|
$383,557
0.02% of portfolio
|
Q1 2023
Reduced 13.39%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,924
shares
|
$380,394
0.06% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
1,922
shares
|
$379,998
0.09% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 04, 2024 Q3 2024 |
1,922
shares
|
$379,998
0.0% of portfolio
|
Q3 2024
Reduced 40.18%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,918
shares
|
$379,207
0.02% of portfolio
|
Q2 2022
Reduced 31.4%
|