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 1,716 institutions that hold shares in the stock, with a total of 257 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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
653
shares
|
$129,104
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
653
shares
|
$129,104
0.07% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
648
shares
|
$128,116
0.04% of portfolio
|
Q3 2024
Reduced 66.34%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
640
shares
|
$126,534
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
636
shares
|
$125,743
0.0% of portfolio
|
Q4 2023
Reduced 67.23%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
628
shares
|
$124,161
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
622
shares
|
$122,975
0.01% of portfolio
|
Q3 2024
Added 74.23%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
618
shares
|
$122,184
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
599
shares
|
$118,428
0.08% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
598
shares
|
$118,230
0.03% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$117,439
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
586
shares
|
$115,858
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
578
shares
|
$114,276
0.03% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
574
shares
|
$113,485
0.05% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
568
shares
|
$112,299
0.03% of portfolio
|
Q4 2019
Reduced 44.48%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
561
shares
|
$110,915
0.0% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
558
shares
|
$110,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
551
shares
|
$108,938
0.02% of portfolio
|
Q1 2024
Added 588.75%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
529
shares
|
$104,588
0.02% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
529
shares
|
$104,588
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
527
shares
|
$104,193
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
500
shares
|
$98,855
0.01% of portfolio
|
Q1 2024
Reduced 54.83%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
484
shares
|
$95,691
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
479
shares
|
$94,703
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
459
shares
|
$90,748
0.01% of portfolio
|
Q3 2023
New holding
|