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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,454
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
7,438
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,437
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
7,402
shares
|
$1.48 Million
0.26% of portfolio
|
Q1 2023
Added 10180.56%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
7,377
shares
|
$1.47 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,363
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
7,340
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2024
Added 11.3%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
7,338
shares
|
$1.46 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
7,254
shares
|
$1.45 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
7,240
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,221
shares
|
$1.44 Million
0.18% of portfolio
|
Q1 2024
Added 277.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,218
shares
|
$1.44 Million
0.05% of portfolio
|
Q2 2024
Added 49.66%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
7,217
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,162
shares
|
$1.43 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
7,100
shares
|
$1.42 Million
0.26% of portfolio
|
Q4 2023
Added 24.28%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
7,096
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
7,095
shares
|
$1.41 Million
0.09% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,070
shares
|
$1.41 Million
0.69% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7,046
shares
|
$1.4 Million
0.41% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
7,046
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Lyrical Asset Management LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,023
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,928
shares
|
$1.38 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,890
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,883
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
6,860
shares
|
$1.37 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.38%
|