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 |
|---|---|---|---|---|---|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
323
shares
|
$63,860
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
317
shares
|
$62,674
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
313
shares
|
$61,883
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
305
shares
|
$60,301
0.03% of portfolio
|
Q4 2023
Reduced 42.99%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
304
shares
|
$60,103
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
301
shares
|
$59,510
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
301
shares
|
$59,510
0.05% of portfolio
|
Q3 2024
Added 66.3%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
300
shares
|
$59,313
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
298
shares
|
$58,917
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
298
shares
|
$58,917
0.02% of portfolio
|
Q2 2024
Reduced 62.89%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
294
shares
|
$58,126
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
290
shares
|
$57,335
0.05% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
286
shares
|
$56,545
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
285
shares
|
$56,347
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
284
shares
|
$56,149
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
279
shares
|
$55,161
0.02% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
276
shares
|
$54,567
0.02% of portfolio
|
Q3 2024
Reduced 97.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
268
shares
|
$52,986
0.0% of portfolio
|
Q2 2024
Reduced 25.97%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
268
shares
|
$52,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
265
shares
|
$52,393
0.02% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
260
shares
|
$51,404
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
260
shares
|
$51,404
0.03% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$49,427
0.01% of portfolio
|
Q3 2023
Reduced 20.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
249
shares
|
$49,229
0.01% of portfolio
|
Q2 2024
Added 31.75%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
249
shares
|
$49,229
0.0% of portfolio
|
Q3 2024
Added 144.12%
|