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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
29,046
shares
|
$5.79 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.14%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
28,849
shares
|
$5.75 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
28,781
shares
|
$5.74 Million
0.23% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
28,753
shares
|
$5.73 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.9%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,646
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
28,552
shares
|
$5.69 Million
4.12% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
28,412
shares
|
$5.66 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
28,401
shares
|
$5.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
28,216
shares
|
$5.62 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
28,195
shares
|
$5.62 Million
1.39% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
28,093
shares
|
$5.6 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
27,959
shares
|
$5.57 Million
2.36% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
27,691
shares
|
$5.52 Million
2.97% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
27,600
shares
|
$5.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
27,558
shares
|
$5.49 Million
0.34% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
27,528
shares
|
$5.49 Million
0.42% of portfolio
|
Q1 2024
Reduced 15.08%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
27,522
shares
|
$5.49 Million
0.14% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,376
shares
|
$5.46 Million
0.35% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
27,316
shares
|
$5.44 Million
0.59% of portfolio
|
Q3 2022
Reduced 23.02%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
27,263
shares
|
$5.43 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
27,232
shares
|
$5.43 Million
0.82% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
27,111
shares
|
$5.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,730
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
26,705
shares
|
$5.32 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 17, 2024 Q3 2024 |
26,668
shares
|
$5.32 Million
2.53% of portfolio
|
Q2 2024
Reduced 0.74%
|