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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
97
shares
|
$19,177
0.01% of portfolio
|
Q2 2024
Added 1.04%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
96
shares
|
$18,980
0.0% of portfolio
|
Q1 2024
Reduced 18.64%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
96
shares
|
$18,980
0.01% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$18,189
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
87
shares
|
$17,200
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
86
shares
|
$17,003
0.01% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
83
shares
|
$16,409
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
71
shares
|
$14,037
0.01% of portfolio
|
Q3 2022
Reduced 58.96%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
71
shares
|
$14,037
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
69
shares
|
$13,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
68
shares
|
$13,444
0.0% of portfolio
|
Q4 2023
Reduced 58.79%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
65
shares
|
$12,851
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
65
shares
|
$12,851
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64
shares
|
$12,653
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$12,455
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
60
shares
|
$11,862
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
59
shares
|
$11,664
0.01% of portfolio
|
Q2 2024
Reduced 79.58%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
58
shares
|
$11,467
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,467
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
57
shares
|
$11,269
0.01% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
55
shares
|
$10,874
0.0% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
55
shares
|
$10,874
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
55
shares
|
$10,874
0.0% of portfolio
|
Q2 2024
Reduced 57.03%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$9,885
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
49
shares
|
$9,687
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|