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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
13,644
shares
|
$2.72 Million
0.21% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
13,405
shares
|
$2.67 Million
0.84% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
13,400
shares
|
$2.67 Million
1.11% of portfolio
|
Q1 2023
Reduced 1.26%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,348
shares
|
$2.66 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
13,329
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
13,243
shares
|
$2.64 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
13,243
shares
|
$2.64 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
13,217
shares
|
$2.63 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
13,031
shares
|
$2.6 Million
1.16% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,030
shares
|
$2.6 Million
0.34% of portfolio
|
Q3 2024
Added 22.72%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 22, 2024 Q3 2024 |
13,010
shares
|
$2.59 Million
1.32% of portfolio
|
Q4 2023
Added 27.42%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,929
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
12,914
shares
|
$2.57 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,878
shares
|
$2.57 Million
0.06% of portfolio
|
Q2 2024
Reduced 27.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
12,850
shares
|
$2.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 64.38%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
12,841
shares
|
$2.56 Million
0.18% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
12,730
shares
|
$2.54 Million
0.1% of portfolio
|
Q1 2024
Reduced 77.07%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
12,635
shares
|
$2.52 Million
0.12% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
12,601
shares
|
$2.51 Million
0.67% of portfolio
|
Q4 2023
Reduced 37.31%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,595
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
12,586
shares
|
$2.51 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,572
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
12,558
shares
|
$2.5 Million
0.78% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
12,486
shares
|
$2.49 Million
0.14% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
12,409
shares
|
$2.47 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.87%
|