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 1,714 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 $49.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
218,247
shares
|
$42.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.51%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
217,885
shares
|
$42.3 Million
4.56% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2024 Q3 2024 |
210,233
shares
|
$40.8 Million
1.12% of portfolio
|
Q3 2020
Reduced 2.03%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
208,594
shares
|
$40.5 Million
0.8% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
207,498
shares
|
$40.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
206,280
shares
|
$40 Million
2.58% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
197,725
shares
|
$38.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
197,276
shares
|
$38.3 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
196,997
shares
|
$38.2 Million
6.13% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
196,038
shares
|
$38 Million
0.08% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
192,985
shares
|
$37.4 Million
2.67% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
191,087
shares
|
$37.1 Million
0.08% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
190,904
shares
|
$37 Million
2.31% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
189,068
shares
|
$36.7 Million
1.22% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
180,752
shares
|
$35.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
180,085
shares
|
$34.9 Million
6.53% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
179,040
shares
|
$34.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
175,393
shares
|
$34 Million
11.69% of portfolio
|
Q3 2024
Added 16.7%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Oct 01, 2024 Q3 2024 |
171,719
shares
|
$33.3 Million
19.32% of portfolio
|
Q1 2024
Added 1.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
169,697
shares
|
$32.9 Million
0.06% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
164,069
shares
|
$31.8 Million
3.9% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
163,920
shares
|
$31.8 Million
0.34% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
163,279
shares
|
$31.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$30.7 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
157,622
shares
|
$30.6 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.67%
|