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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
85,276
shares
|
$15.9 Million
8.33% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
84,752
shares
|
$15.8 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
83,998
shares
|
$15.6 Million
0.16% of portfolio
|
Q4 2024
Added 702.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$15.5 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
83,210
shares
|
$15.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
83,147
shares
|
$15.5 Million
1.97% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$15.3 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
81,881
shares
|
$15.3 Million
0.12% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
81,718
shares
|
$15.2 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
81,226
shares
|
$15.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 45.96%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
81,226
shares
|
$15.1 Million
1.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,834
shares
|
$15.1 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
80,439
shares
|
$15 Million
0.45% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
79,820
shares
|
$14.9 Million
4.32% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
79,060
shares
|
$14.7 Million
0.7% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
78,762
shares
|
$14.7 Million
0.19% of portfolio
|
Q4 2024
Added 889.6%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
78,130
shares
|
$14.6 Million
0.1% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
76,897
shares
|
$14.3 Million
0.7% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
76,861
shares
|
$14.3 Million
15.12% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$14.1 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
75,584
shares
|
$14.1 Million
10.99% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$13.6 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
71,334
shares
|
$13.3 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
70,000
shares
|
$13 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
69,747
shares
|
$13 Million
2.39% of portfolio
|
Q4 2024
Added 126.75%
|