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 |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
82,087
shares
|
$14.5 Million
2.75% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
80,863
shares
|
$14.3 Million
0.15% of portfolio
|
Q1 2024
Reduced 28.01%
|
|
Country Club Bank
|
Apr 24, 2024 Q1 2024 |
80,686
shares
|
$14.3 Million
1.04% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
80,321
shares
|
$14.2 Million
0.35% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
79,831
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.92%
|
|
First Citizens Bank & Trust CO
|
Apr 15, 2024 Q1 2024 |
79,787
shares
|
$14.1 Million
0.23% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
Massachusetts Financial Services CO
Boston, MA |
May 14, 2024 Q1 2024 |
79,146
shares
|
$14 Million
0.0% of portfolio
|
Q1 2024
Reduced 78.66%
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
79,064
shares
|
$14 Million
1.9% of portfolio
|
Q1 2024
Added 2.83%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
77,723
shares
|
$13.8 Million
0.1% of portfolio
|
Q1 2024
Reduced 25.23%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
76,246
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$13.4 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
75,350
shares
|
$13.3 Million
0.07% of portfolio
|
Q1 2024
Added 28.36%
|
|
Keel Point, LLC
Huntsville, AL |
Apr 16, 2024 Q1 2024 |
75,168
shares
|
$13.3 Million
1.38% of portfolio
|
Q1 2024
Added 2.79%
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
74,605
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 65.2%
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$13 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
72,850
shares
|
$12.9 Million
0.16% of portfolio
|
Q1 2024
Added 0.73%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
71,948
shares
|
$12.7 Million
0.13% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Equity Investment Corp
Atlanta, GA |
May 06, 2024 Q1 2024 |
71,736
shares
|
$12.7 Million
0.34% of portfolio
|
Q1 2024
Reduced 71.41%
|
|
Insight 2811, Inc.
Chicago, IL |
May 06, 2024 Q1 2024 |
71,310
shares
|
$12.6 Million
6.4% of portfolio
|
Q1 2024
Added 0.47%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
70,938
shares
|
$12.6 Million
0.14% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
70,895
shares
|
$12.6 Million
0.29% of portfolio
|
Q1 2024
Added 2.19%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
70,504
shares
|
$12.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 16.58%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
69,787
shares
|
$12.4 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2024 Q1 2024 |
69,700
shares
|
$12.3 Million
0.08% of portfolio
|
Q1 2024
New holding
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
68,978
shares
|
$12.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 30.39%
|