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 |
---|---|---|---|---|---|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
105,295
shares
|
$18.7 Million
1.32% of portfolio
|
Q1 2024
Added 6.41%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
102,892
shares
|
$18.2 Million
0.29% of portfolio
|
Q1 2024
Added 1.06%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
101,965
shares
|
$18.1 Million
0.44% of portfolio
|
Q1 2024
Added 514.77%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
100,995
shares
|
$17.9 Million
0.21% of portfolio
|
Q1 2024
Reduced 11.22%
|
|
Btc Capital Management, Inc.
|
Apr 10, 2024 Q1 2024 |
100,270
shares
|
$17.8 Million
1.65% of portfolio
|
Q1 2024
Added 17.02%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
100,249
shares
|
$17.8 Million
0.15% of portfolio
|
Q1 2024
Reduced 2.67%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
99,960
shares
|
$17.7 Million
0.2% of portfolio
|
Q1 2024
Added 9.65%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
96,393
shares
|
$17.1 Million
1.65% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
94,911
shares
|
$16.8 Million
0.82% of portfolio
|
Q1 2024
Added 5.25%
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 16, 2024 Q1 2024 |
94,332
shares
|
$16.7 Million
1.76% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
92,817
shares
|
$16.4 Million
0.83% of portfolio
|
Q1 2024
Added 0.14%
|
|
F Dx Advisors, Inc.
|
May 03, 2024 Q1 2024 |
92,430
shares
|
$16.4 Million
2.51% of portfolio
|
Q1 2024
Reduced 7.3%
|
|
Westshore Wealth, LLC
|
Feb 15, 2024 Q4 2023 |
92,406
shares
|
$16.4 Million
7.07% of portfolio
|
Q4 2023
Added 13.74%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
May 13, 2024 Q1 2024 |
92,069
shares
|
$16.3 Million
4.67% of portfolio
|
Q1 2024
Added 2447.57%
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 14, 2024 Q1 2024 |
90,716
shares
|
$16.1 Million
0.13% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
88,704
shares
|
$15.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
87,356
shares
|
$15.5 Million
0.21% of portfolio
|
Q1 2024
Added 431.65%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 10, 2024 Q1 2024 |
86,283
shares
|
$15.3 Million
0.66% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
85,300
shares
|
$15.1 Million
4.35% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Integrated Investment Consultants, LLC
|
Apr 18, 2024 Q1 2024 |
83,827
shares
|
$14.9 Million
4.39% of portfolio
|
Q4 2023
Reduced 0.24%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
83,031
shares
|
$14.7 Million
0.41% of portfolio
|
Q3 2023
Added 5.08%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
82,589
shares
|
$14.6 Million
0.43% of portfolio
|
Q1 2024
Reduced 21.68%
|
|
Independent Family Office, LLC
|
Apr 29, 2024 Q1 2024 |
82,555
shares
|
$14.6 Million
8.01% of portfolio
|
Q4 2023
Reduced 4.85%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
82,192
shares
|
$14.6 Million
0.13% of portfolio
|
Q1 2024
Added 0.77%
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$14.6 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|