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 1,887 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
195,958
shares
|
$36.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
193,626
shares
|
$36.1 Million
1.43% of portfolio
|
Q4 2024
Added 48.33%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
192,985
shares
|
$35.9 Million
2.67% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
190,064
shares
|
$35.4 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
189,068
shares
|
$35.2 Million
1.22% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
185,834
shares
|
$34.6 Million
0.81% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
180,940
shares
|
$33.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
180,085
shares
|
$33.5 Million
6.53% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
178,372
shares
|
$33.2 Million
0.67% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
176,324
shares
|
$32.8 Million
11.77% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
174,195
shares
|
$32.4 Million
0.28% of portfolio
|
Q4 2024
Added 308.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
173,510
shares
|
$32.3 Million
0.06% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
165,280
shares
|
$30.8 Million
0.31% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Apr 01, 2025 Q1 2025 |
164,600
shares
|
$30.7 Million
19.77% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
163,124
shares
|
$30.4 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
161,187
shares
|
$30 Million
3.83% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$29.5 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
153,886
shares
|
$28.7 Million
8.95% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
150,092
shares
|
$28 Million
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
149,734
shares
|
$27.9 Million
0.18% of portfolio
|
Q4 2024
Added 102.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
148,553
shares
|
$27.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 33.74%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
147,935
shares
|
$27.6 Million
0.77% of portfolio
|
Q4 2024
Added 35.41%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
143,942
shares
|
$26.8 Million
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
142,183
shares
|
$26.5 Million
0.12% of portfolio
|
Q4 2024
Added 181.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
142,180
shares
|
$26.5 Million
2.36% of portfolio
|
Q4 2024
Added 1.2%
|