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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,749
shares
|
$348,260
0.08% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
1,748
shares
|
$348,061
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
1,745
shares
|
$347,464
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
1,743
shares
|
$347,066
0.11% of portfolio
|
Q2 2024
Reduced 35.94%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,740
shares
|
$346,468
0.04% of portfolio
|
Q4 2023
Added 0.35%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,728
shares
|
$344,079
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
1,725
shares
|
$343,482
0.14% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
1,725
shares
|
$343,482
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,705
shares
|
$339,499
0.0% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,702
shares
|
$338,902
0.12% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,695
shares
|
$337,508
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
1,693
shares
|
$337,110
0.01% of portfolio
|
Q3 2024
Added 29.14%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
1,687
shares
|
$335,915
0.11% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,682
shares
|
$334,919
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,681
shares
|
$334,720
0.03% of portfolio
|
Q4 2023
Reduced 5.72%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
1,680
shares
|
$334,521
0.08% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
1,660
shares
|
$330,539
0.08% of portfolio
|
Q1 2020
Reduced 1.6%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$330,539
0.1% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
1,650
shares
|
$328,548
0.09% of portfolio
|
Q4 2022
Reduced 13.16%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
1,649
shares
|
$328,348
0.11% of portfolio
|
Q2 2022
Reduced 16.76%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
1,635
shares
|
$325,561
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,628
shares
|
$324,167
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
1,625
shares
|
$323,570
0.04% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
1,625
shares
|
$323,570
0.02% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
1,620
shares
|
$322,574
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|