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 |
---|---|---|---|---|---|
Summit Wealth & Retirement Planning, Inc.
|
May 09, 2024 Q1 2024 |
67,914
shares
|
$12 Million
4.53% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
67,254
shares
|
$11.9 Million
0.61% of portfolio
|
Q1 2024
Added 3.25%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
67,069
shares
|
$11.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.73%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 14, 2024 Q1 2024 |
66,819
shares
|
$11.8 Million
1.5% of portfolio
|
Q1 2024
Reduced 1.26%
|
|
Newport Capital Group, LLC
|
Nov 14, 2023 Q3 2023 |
66,583
shares
|
$11.8 Million
9.4% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
66,090
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
66,076
shares
|
$11.7 Million
0.13% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
65,914
shares
|
$11.7 Million
1.22% of portfolio
|
Q1 2024
Added 0.11%
|
|
Willis Johnson & Associates, Inc.
|
Apr 19, 2024 Q1 2024 |
65,759
shares
|
$11.6 Million
1.02% of portfolio
|
Q1 2024
Reduced 4.87%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
63,850
shares
|
$11.3 Million
0.17% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
63,300
shares
|
$11.2 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Prism Advisors, Inc.
|
Apr 05, 2024 Q1 2024 |
62,579
shares
|
$11.1 Million
3.37% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 17, 2024 Q1 2024 |
61,713
shares
|
$10.9 Million
2.78% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
61,482
shares
|
$10.9 Million
0.77% of portfolio
|
Q1 2024
Reduced 17.98%
|
|
Camden Capital, LLC
|
May 15, 2024 Q1 2024 |
61,404
shares
|
$10.9 Million
0.96% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 29, 2024 Q1 2024 |
61,025
shares
|
$10.8 Million
9.06% of portfolio
|
Q1 2024
Added 0.02%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
60,507
shares
|
$10.7 Million
2.48% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
Montecito Bank & Trust
|
Apr 09, 2024 Q1 2024 |
59,694
shares
|
$10.6 Million
2.15% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
59,654
shares
|
$10.6 Million
4.86% of portfolio
|
Q1 2024
Added 9.32%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
58,765
shares
|
$10.4 Million
0.19% of portfolio
|
Q1 2024
Added 1.07%
|
|
Investment Partners, Ltd.
|
Apr 15, 2024 Q1 2024 |
58,572
shares
|
$10.4 Million
4.77% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
57,170
shares
|
$10.1 Million
0.31% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
56,931
shares
|
$10.1 Million
0.17% of portfolio
|
Q1 2024
Added 11.53%
|
|
West Bancorporation Inc
|
Apr 30, 2024 Q1 2024 |
56,675
shares
|
$10 Million
6.69% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
56,487
shares
|
$10 Million
0.17% of portfolio
|
Q4 2022
Reduced 12.91%
|