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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
36,777
shares
|
$7.33 Million
0.14% of portfolio
|
Q3 2024
Added 29.89%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
36,184
shares
|
$7.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
35,733
shares
|
$7.12 Million
3.11% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
35,627
shares
|
$7.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
35,485
shares
|
$7.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
35,366
shares
|
$7.05 Million
0.72% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
35,344
shares
|
$7.04 Million
1.92% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
35,323
shares
|
$7.04 Million
1.62% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
35,093
shares
|
$6.99 Million
1.17% of portfolio
|
Q3 2024
Added 10.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
34,927
shares
|
$6.96 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
34,723
shares
|
$6.92 Million
0.25% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
34,616
shares
|
$6.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
34,588
shares
|
$6.89 Million
0.0% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
34,373
shares
|
$6.85 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
34,305
shares
|
$6.84 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
33,981
shares
|
$6.77 Million
1.22% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
33,682
shares
|
$6.71 Million
0.25% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
33,554
shares
|
$6.69 Million
4.53% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
33,358
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
33,306
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
32,988
shares
|
$6.58 Million
0.12% of portfolio
|
Q3 2024
Added 274.91%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
32,931
shares
|
$6.56 Million
0.15% of portfolio
|
Q2 2024
Reduced 60.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
32,302
shares
|
$6.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
32,274
shares
|
$6.43 Million
0.01% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Cambiar Investors LLC
|
Oct 28, 2024 Q3 2024 |
32,106
shares
|
$6.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 59.97%
|