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 1,852 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
1,914
shares
|
$372,234
0.11% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
1,913
shares
|
$372,040
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
1,910
shares
|
$371,456
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,901
shares
|
$369,706
0.06% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,900
shares
|
$369,512
0.1% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,896
shares
|
$368,734
0.04% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
1,895
shares
|
$368,539
0.16% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,891
shares
|
$367,761
0.2% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,889
shares
|
$367,372
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
1,884
shares
|
$366,400
0.07% of portfolio
|
Q4 2024
Added 472.64%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,879
shares
|
$365,427
0.07% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
1,876
shares
|
$364,844
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,873
shares
|
$364,261
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,872
shares
|
$364,066
0.01% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,871
shares
|
$363,872
0.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
1,870
shares
|
$363,677
0.01% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$363,483
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,867
shares
|
$363,094
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
1,866
shares
|
$362,899
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$362,316
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
1,860
shares
|
$361,732
0.23% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,858
shares
|
$361,343
0.11% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,852
shares
|
$360,176
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,850
shares
|
$359,788
0.07% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
1,848
shares
|
$359,399
0.25% of portfolio
|
Q4 2024
Reduced 42.43%
|