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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
1,223
shares
|
$241,799
0.11% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
1,219
shares
|
$241,008
0.1% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
1,218
shares
|
$240,810
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
1,216
shares
|
$240,415
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
1,214
shares
|
$240,019
0.05% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
1,213
shares
|
$239,822
0.05% of portfolio
|
Q2 2024
Reduced 23.52%
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
1,205
shares
|
$238,240
0.25% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
1,204
shares
|
$238,042
0.11% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,201
shares
|
$237,449
0.09% of portfolio
|
Q1 2024
Added 29.84%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,200
shares
|
$237,252
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
1,200
shares
|
$237,252
0.08% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
1,200
shares
|
$237,252
0.07% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,198
shares
|
$236,856
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,190
shares
|
$235,274
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
1,187
shares
|
$234,681
0.02% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,185
shares
|
$234,286
0.06% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$234,286
0.02% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,180
shares
|
$233,297
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
1,173
shares
|
$231,913
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Brookmont Capital Management
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,171
shares
|
$231,518
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,168
shares
|
$230,925
0.16% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
1,166
shares
|
$230,529
0.03% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
1,166
shares
|
$230,529
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,166
shares
|
$230,529
0.01% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
1,165
shares
|
$230,332
0.04% of portfolio
|
Q2 2024
New holding
|