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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
19,441
shares
|
$3.87 Million
0.31% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
19,311
shares
|
$3.85 Million
2.47% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,254
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
19,018
shares
|
$3.79 Million
0.51% of portfolio
|
Q4 2022
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
18,962
shares
|
$3.78 Million
1.49% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
18,851
shares
|
$3.76 Million
3.04% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
18,827
shares
|
$3.75 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
18,558
shares
|
$3.7 Million
2.09% of portfolio
|
Q3 2024
Added 21.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
18,397
shares
|
$3.67 Million
0.08% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
18,376
shares
|
$3.66 Million
0.56% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
17,833
shares
|
$3.55 Million
0.2% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
17,805
shares
|
$3.55 Million
0.79% of portfolio
|
Q2 2024
New holding
|
|
|
Donald Smith & Co., Inc.
New York, NY |
Oct 25, 2024 Q3 2024 |
17,800
shares
|
$3.55 Million
0.08% of portfolio
|
Q2 2024
Added 18.67%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
17,568
shares
|
$3.5 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
17,481
shares
|
$3.48 Million
0.57% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
17,457
shares
|
$3.48 Million
0.32% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
17,301
shares
|
$3.45 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
17,057
shares
|
$3.4 Million
0.16% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
17,013
shares
|
$3.39 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
16,922
shares
|
$3.37 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
16,869
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2024
Added 324.16%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
16,790
shares
|
$3.35 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
16,747
shares
|
$3.34 Million
0.38% of portfolio
|
Q2 2024
Added 74.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
16,701
shares
|
$3.33 Million
0.13% of portfolio
|
Q3 2024
Reduced 45.53%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
16,643
shares
|
$3.32 Million
1.71% of portfolio
|
Q3 2024
Reduced 24.1%
|