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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
42,625
shares
|
$8.5 Million
0.97% of portfolio
|
Q3 2024
Added 116.93%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
42,089
shares
|
$8.39 Million
1.27% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
41,704
shares
|
$8.31 Million
0.58% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
41,361
shares
|
$8.24 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
41,100
shares
|
$8.19 Million
0.87% of portfolio
|
Q3 2024
Reduced 27.08%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,982
shares
|
$8.17 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,784
shares
|
$8.13 Million
0.06% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
40,747
shares
|
$8.12 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
39,890
shares
|
$7.95 Million
0.22% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
39,626
shares
|
$7.9 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
39,159
shares
|
$7.81 Million
1.57% of portfolio
|
Q4 2023
Added 3.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,023
shares
|
$7.78 Million
0.15% of portfolio
|
Q3 2022
Added 172.45%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
38,905
shares
|
$7.75 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
38,900
shares
|
$7.75 Million
3.47% of portfolio
|
Q3 2024
New holding
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
38,799
shares
|
$7.73 Million
3.65% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,708
shares
|
$7.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
38,451
shares
|
$7.66 Million
1.95% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
38,218
shares
|
$7.62 Million
0.09% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.6 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.6 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37,896
shares
|
$7.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
37,439
shares
|
$7.46 Million
2.09% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
37,388
shares
|
$7.45 Million
1.64% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
37,117
shares
|
$7.4 Million
1.39% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
36,917
shares
|
$7.36 Million
0.0% of portfolio
|
Q3 2024
Added 88.14%
|