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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
154,873
shares
|
$30.6 Million
1.34% of portfolio
|
Q3 2024
Added 94.44%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
150,315
shares
|
$29.7 Million
0.1% of portfolio
|
Q3 2024
Added 280.56%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
149,959
shares
|
$29.6 Million
0.11% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
149,531
shares
|
$29.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
146,605
shares
|
$29 Million
8.25% of portfolio
|
Q3 2024
Added 10.42%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
141,458
shares
|
$28 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
140,499
shares
|
$27.8 Million
2.24% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
138,642
shares
|
$27.4 Million
0.22% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
137,688
shares
|
$27.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
135,478
shares
|
$26.8 Million
2.74% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
133,751
shares
|
$26.4 Million
6.04% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
133,674
shares
|
$26.4 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
130,662
shares
|
$25.8 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
130,539
shares
|
$25.8 Million
1.11% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
130,392
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Gainplan LLC
Bloomfield Hills, MI |
Oct 04, 2024 Q3 2024 |
130,197
shares
|
$25.7 Million
11.33% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
126,926
shares
|
$25.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
124,593
shares
|
$24.6 Million
2.58% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
122,368
shares
|
$24.2 Million
6.79% of portfolio
|
Q3 2019
Reduced 0.24%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
121,183
shares
|
$24 Million
10.56% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
120,736
shares
|
$23.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
120,000
shares
|
$23.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
117,422
shares
|
$23.2 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
116,070
shares
|
$22.9 Million
5.32% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
114,626
shares
|
$22.7 Million
3.54% of portfolio
|
Q3 2024
Reduced 0.35%
|