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 |
|---|---|---|---|---|---|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
1,164
shares
|
$230,134
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
1,163
shares
|
$229,936
0.06% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
1,152
shares
|
$227,761
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$226,180
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
1,143
shares
|
$225,982
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
1,140
shares
|
$225,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,138
shares
|
$224,993
0.01% of portfolio
|
Q3 2024
Reduced 31.49%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
1,134
shares
|
$224,203
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
1,129
shares
|
$223,214
0.06% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,128
shares
|
$223,016
0.1% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
1,125
shares
|
$222,423
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,124
shares
|
$222,226
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,120
shares
|
$221,435
0.01% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,118
shares
|
$221,039
0.05% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
1,118
shares
|
$221,039
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,116
shares
|
$220,644
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
1,111
shares
|
$219,655
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,103
shares
|
$218,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inlet Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,102
shares
|
$217,876
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
1,100
shares
|
$217,481
0.05% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,100
shares
|
$217,481
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$216,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
1,092
shares
|
$215,899
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,091
shares
|
$215,701
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
1,089
shares
|
$215,306
0.12% of portfolio
|
Q3 2024
New holding
|