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 |
|---|---|---|---|---|---|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
1,611
shares
|
$318,510
0.11% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,610
shares
|
$318,313
0.0% of portfolio
|
Q3 2024
Reduced 43.47%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
1,605
shares
|
$317,324
0.0% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
1,603
shares
|
$316,929
0.06% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$316,336
0.18% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,599
shares
|
$316,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
1,587
shares
|
$313,765
0.04% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
1,584
shares
|
$313,172
0.03% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
1,582
shares
|
$312,777
0.11% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
1,578
shares
|
$311,986
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,577
shares
|
$311,788
0.04% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,577
shares
|
$311,788
0.0% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,577
shares
|
$311,788
0.05% of portfolio
|
Q1 2023
Reduced 5.57%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,575
shares
|
$311,393
0.1% of portfolio
|
Q2 2024
Added 12.66%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,575
shares
|
$311,393
0.05% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
1,573
shares
|
$310,997
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
1,570
shares
|
$310,404
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,568
shares
|
$310,009
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,563
shares
|
$309,020
0.06% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
1,557
shares
|
$307,834
0.02% of portfolio
|
Q1 2023
Added 14.91%
|
|
|
Stonehearth Capital Management, LLC
|
Oct 02, 2024 Q3 2024 |
1,553
shares
|
$307,043
0.12% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Coho Partners, Ltd.
|
Oct 22, 2024 Q3 2024 |
1,552
shares
|
$306,845
0.01% of portfolio
|
Q3 2024
Reduced 34.57%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,551
shares
|
$306,648
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,549
shares
|
$306,252
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
1,549
shares
|
$306,252
0.1% of portfolio
|
Q3 2024
Reduced 13.37%
|