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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,087
shares
|
$214,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
1,086
shares
|
$214,713
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
1,085
shares
|
$214,515
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,083
shares
|
$214,119
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,080
shares
|
$213,526
0.07% of portfolio
|
Q4 2022
Reduced 18.8%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,080
shares
|
$213,526
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,076
shares
|
$212,735
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
1,076
shares
|
$212,735
0.04% of portfolio
|
Q3 2024
Reduced 65.05%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
1,069
shares
|
$211,351
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,066
shares
|
$210,758
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$210,561
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
1,062
shares
|
$209,968
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
1,059
shares
|
$209,374
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
1,057
shares
|
$208,979
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Capital Management Corp
|
Oct 25, 2024 Q3 2024 |
1,055
shares
|
$208,584
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,055
shares
|
$208,584
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
1,047
shares
|
$207,002
0.09% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
1,018
shares
|
$201,268
0.07% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$197,710
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
998
shares
|
$197,314
0.08% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
984
shares
|
$194,546
0.11% of portfolio
|
Q3 2023
Reduced 48.32%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
983
shares
|
$194,348
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$192,767
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
952
shares
|
$188,219
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
944
shares
|
$186,638
0.07% of portfolio
|
Q3 2024
Reduced 1.26%
|