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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,451
shares
|
$286,877
0.03% of portfolio
|
Q4 2023
Reduced 6.87%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 08, 2024 Q3 2024 |
1,446
shares
|
$285,888
0.06% of portfolio
|
Q2 2023
Reduced 1.9%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 30, 2024 Q3 2024 |
1,446
shares
|
$285,888
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,439
shares
|
$284,504
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,435
shares
|
$283,713
0.12% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Echo Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,435
shares
|
$283,713
0.21% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,433
shares
|
$283,318
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,430
shares
|
$282,725
0.01% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,427
shares
|
$282,132
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,427
shares
|
$282,132
0.04% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,426
shares
|
$281,934
0.09% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
1,426
shares
|
$281,934
0.07% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
1,423
shares
|
$281,341
0.08% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
1,417
shares
|
$280,155
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,416
shares
|
$279,957
0.17% of portfolio
|
Q3 2023
Reduced 88.28%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,413
shares
|
$279,364
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
1,409
shares
|
$278,573
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,409
shares
|
$278,573
0.05% of portfolio
|
Q3 2024
Reduced 95.95%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,408
shares
|
$278,375
0.09% of portfolio
|
Q2 2024
Added 1855.56%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
1,399
shares
|
$276,596
0.14% of portfolio
|
Q3 2024
Reduced 90.67%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,398
shares
|
$276,398
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
1,392
shares
|
$275,212
0.02% of portfolio
|
Q3 2024
Reduced 6.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$274,223
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,375
shares
|
$271,851
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
1,373
shares
|
$271,455
0.04% of portfolio
|
Q3 2024
New holding
|