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 |
|---|---|---|---|---|---|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,289
shares
|
$254,848
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
1,286
shares
|
$254,255
0.01% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
1,280
shares
|
$253,068
0.06% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,277
shares
|
$252,475
0.13% of portfolio
|
Q2 2020
Added 621.47%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,274
shares
|
$251,882
0.12% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
1,273
shares
|
$251,684
0.2% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
1,270
shares
|
$251,091
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
1,267
shares
|
$250,498
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Oct 21, 2024 Q3 2024 |
1,263
shares
|
$249,707
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
1,262
shares
|
$249,510
0.14% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
1,254
shares
|
$247,928
0.01% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,250
shares
|
$247,137
0.07% of portfolio
|
Q2 2022
Reduced 20.18%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$247,137
0.04% of portfolio
|
Q3 2024
Reduced 43.52%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,249
shares
|
$246,939
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,248
shares
|
$246,742
0.21% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,248
shares
|
$246,742
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,240
shares
|
$245,160
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,234
shares
|
$243,974
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
1,232
shares
|
$243,578
0.06% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,228
shares
|
$242,787
0.16% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
1,228
shares
|
$242,787
0.02% of portfolio
|
Q3 2024
Reduced 79.96%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
1,226
shares
|
$242,392
0.06% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
1,224
shares
|
$241,997
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,223
shares
|
$241,799
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
1,223
shares
|
$241,799
0.17% of portfolio
|
Q3 2024
Reduced 92.91%
|