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 1,887 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
138,188
shares
|
$25.7 Million
0.06% of portfolio
|
Q4 2024
Added 494.87%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
137,620
shares
|
$25.6 Million
5.81% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
137,418
shares
|
$25.6 Million
2.65% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
136,661
shares
|
$25.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
136,514
shares
|
$25.4 Million
0.4% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
135,574
shares
|
$25.3 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
135,498
shares
|
$25.2 Million
0.16% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Eagle Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
134,108
shares
|
$25 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
133,394
shares
|
$24.8 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
130,961
shares
|
$24.4 Million
3.06% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
129,016
shares
|
$24 Million
0.03% of portfolio
|
Q4 2024
Added 151.08%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
128,120
shares
|
$23.9 Million
2.5% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
127,562
shares
|
$23.8 Million
0.23% of portfolio
|
Q4 2024
Added 449.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
127,226
shares
|
$23.7 Million
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
125,288
shares
|
$23.3 Million
1.01% of portfolio
|
Q4 2024
Added 1910.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
122,249
shares
|
$22.8 Million
1.44% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
121,638
shares
|
$22.7 Million
0.33% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
120,913
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
120,726
shares
|
$22.5 Million
6.87% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
119,439
shares
|
$22.2 Million
1.42% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
118,422
shares
|
$22.1 Million
0.38% of portfolio
|
Q4 2024
Added 1235.08%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
117,116
shares
|
$21.8 Million
8.15% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
114,334
shares
|
$21.3 Million
0.02% of portfolio
|
Q4 2024
Added 2378.52%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$21.3 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
113,153
shares
|
$21.1 Million
0.02% of portfolio
|
Q4 2024
Added 74.98%
|