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 1,629 institutions that hold shares in the stock, with a total of 251 Million shares, which have been reported (via 13F filing form) to have a value of $44.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$4,429
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
Iron Horse Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
23
shares
|
$4,074
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
20
shares
|
$3,543
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
20
shares
|
$3,543
0.0% of portfolio
|
Q3 2023
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
20
shares
|
$3,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 12, 2024 Q4 2023 |
17
shares
|
$3,011
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
Provident Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
16
shares
|
$2,834
0.0% of portfolio
|
Q4 2023
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Apr 30, 2024 Q1 2024 |
16
shares
|
$2,834
0.0% of portfolio
|
Q4 2023
New holding
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
14
shares
|
$2,480
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
14
shares
|
$2,480
0.0% of portfolio
|
Q4 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
8
shares
|
$1,417
0.0% of portfolio
|
Q4 2023
New holding
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
6
shares
|
$1,062
0.0% of portfolio
|
Q4 2020
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
4
shares
|
$708
0.0% of portfolio
|
Q1 2024
Reduced 99.89%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
2
shares
|
$354
0.0% of portfolio
|
Q1 2024
Reduced 99.73%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$177
0.0% of portfolio
|
Q1 2024
Reduced 94.12%
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|