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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$22.6 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
113,939
shares
|
$22.5 Million
1.82% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
112,949
shares
|
$22.3 Million
1.33% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
112,578
shares
|
$22.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
112,296
shares
|
$22.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 28.01%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
109,249
shares
|
$21.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
109,130
shares
|
$21.6 Million
0.14% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
109,111
shares
|
$21.6 Million
2.95% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$21.3 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
107,111
shares
|
$21.2 Million
0.21% of portfolio
|
Q3 2024
Added 24.51%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
106,724
shares
|
$21.1 Million
1.51% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
104,167
shares
|
$20.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 33.37%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
102,438
shares
|
$20.3 Million
8.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
102,339
shares
|
$20.2 Million
0.91% of portfolio
|
Q3 2024
Added 44.96%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
99,157
shares
|
$19.6 Million
0.84% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$19.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
95,890
shares
|
$19 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
95,370
shares
|
$18.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
92,069
shares
|
$18.2 Million
5.75% of portfolio
|
Q3 2024
Added 2209.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
91,489
shares
|
$18.1 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
88,194
shares
|
$17.4 Million
0.37% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
86,084
shares
|
$17 Million
4.45% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
85,499
shares
|
$16.9 Million
0.23% of portfolio
|
Q3 2024
Reduced 54.75%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
85,025
shares
|
$16.8 Million
4.34% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
84,976
shares
|
$16.8 Million
0.2% of portfolio
|
Q3 2024
Added 412.34%
|