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 256 Million shares, which have been reported (via 13F filing form) to have a value of $51.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
49
shares
|
$9,789
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
48
shares
|
$9,589
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
44
shares
|
$8,790
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
42
shares
|
$8,391
0.0% of portfolio
|
Q4 2023
Added 2.44%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
41
shares
|
$8,191
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
39
shares
|
$7,791
0.0% of portfolio
|
Q3 2024
Reduced 79.26%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
36
shares
|
$7,192
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$5,993
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
29
shares
|
$5,793
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,394
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$4,994
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
23
shares
|
$4,595
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$3,995
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
20
shares
|
$3,995
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16
shares
|
$3,196
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
16
shares
|
$3,196
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
14
shares
|
$2,797
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
13
shares
|
$2,597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$2,397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
11
shares
|
$2,197
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
9
shares
|
$1,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
9
shares
|
$1,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
8
shares
|
$1,598
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,198
0.0% of portfolio
|
Q4 2020
New holding
|