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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.39 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
31,918
shares
|
$6.36 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
31,713
shares
|
$6.32 Million
0.12% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,603
shares
|
$6.3 Million
0.17% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
31,592
shares
|
$6.3 Million
1.44% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
31,444
shares
|
$6.27 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
31,390
shares
|
$6.26 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$6.25 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
30,759
shares
|
$6.13 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
30,686
shares
|
$6.12 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,150
shares
|
$6.01 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
30,134
shares
|
$6.01 Million
0.1% of portfolio
|
Q3 2024
Added 119.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
29,948
shares
|
$5.97 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
29,930
shares
|
$5.97 Million
0.04% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
29,916
shares
|
$5.96 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
29,809
shares
|
$5.94 Million
2.71% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
29,712
shares
|
$5.92 Million
4.15% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
29,678
shares
|
$5.92 Million
0.51% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,588
shares
|
$5.9 Million
0.01% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
29,559
shares
|
$5.89 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
29,447
shares
|
$5.87 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
29,442
shares
|
$5.87 Million
2.81% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
29,312
shares
|
$5.84 Million
0.48% of portfolio
|
Q3 2024
Added 36.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
29,133
shares
|
$5.81 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
29,103
shares
|
$5.8 Million
2.84% of portfolio
|
Q3 2024
Added 0.33%
|