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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,570
shares
|
$13.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
68,440
shares
|
$13.3 Million
2.18% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
68,287
shares
|
$13.2 Million
1.04% of portfolio
|
Q3 2024
Added 41.05%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
66,354
shares
|
$12.9 Million
0.05% of portfolio
|
Q3 2024
Added 211.71%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
66,141
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
65,941
shares
|
$12.8 Million
9.22% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
64,999
shares
|
$12.6 Million
0.05% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
64,782
shares
|
$12.6 Million
3.85% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
64,746
shares
|
$12.6 Million
4.1% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,668
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
64,141
shares
|
$12.4 Million
0.93% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
63,761
shares
|
$12.4 Million
5.11% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
63,702
shares
|
$12.4 Million
6.07% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
63,437
shares
|
$12.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 29.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
62,913
shares
|
$12.2 Million
2.41% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
62,429
shares
|
$12.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
61,814
shares
|
$12 Million
1.36% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
61,083
shares
|
$11.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
61,026
shares
|
$11.8 Million
3.34% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
60,758
shares
|
$11.8 Million
8.36% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
59,367
shares
|
$11.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
58,653
shares
|
$11.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
58,164
shares
|
$11.3 Million
0.61% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
57,931
shares
|
$11.2 Million
0.58% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
57,178
shares
|
$11.1 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.24%
|