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 1,716 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 $51.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
57,178
shares
|
$11.4 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
57,173
shares
|
$11.4 Million
6.3% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
57,146
shares
|
$11.4 Million
7.48% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
56,927
shares
|
$11.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
56,920
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2024
Added 236.92%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
56,731
shares
|
$11.3 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
56,487
shares
|
$11.3 Million
0.17% of portfolio
|
Q4 2022
Reduced 12.91%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
56,416
shares
|
$11.2 Million
4.48% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 18, 2024 Q3 2024 |
55,568
shares
|
$11.1 Million
4.35% of portfolio
|
Q3 2024
Added 11.74%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
53,633
shares
|
$10.7 Million
0.36% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$10.5 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
52,618
shares
|
$10.5 Million
4.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
51,385
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.85%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
50,800
shares
|
$10.1 Million
0.06% of portfolio
|
Q3 2024
Added 69.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
50,664
shares
|
$10.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
50,638
shares
|
$10.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
50,581
shares
|
$10.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
50,054
shares
|
$9.98 Million
0.0% of portfolio
|
Q3 2024
Added 112.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
49,732
shares
|
$9.91 Million
0.12% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
49,708
shares
|
$9.91 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
49,101
shares
|
$9.79 Million
0.02% of portfolio
|
Q3 2024
Added 31.17%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$9.65 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
48,365
shares
|
$9.64 Million
0.83% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
48,361
shares
|
$9.64 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.89%
|