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 1,714 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 $49.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
84,677
shares
|
$16.4 Million
1.44% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
83,560
shares
|
$16.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
83,520
shares
|
$16.2 Million
1.34% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$16.2 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
82,780
shares
|
$16.1 Million
1.99% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
82,547
shares
|
$16 Million
0.08% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$15.9 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
82,026
shares
|
$15.9 Million
7.89% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
80,026
shares
|
$15.5 Million
1.28% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
79,863
shares
|
$15.5 Million
0.46% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
78,334
shares
|
$15.2 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
77,330
shares
|
$15 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$14.7 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
74,801
shares
|
$14.5 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
73,961
shares
|
$14.3 Million
0.09% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
73,768
shares
|
$14.3 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
73,632
shares
|
$14.3 Million
9.64% of portfolio
|
Q3 2024
Added 42.26%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$14.2 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
71,499
shares
|
$13.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
70,023
shares
|
$13.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
69,442
shares
|
$13.5 Million
1.87% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
69,312
shares
|
$13.4 Million
1.23% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
68,717
shares
|
$13.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
68,681
shares
|
$13.3 Million
0.62% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
68,633
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2024
New holding
|