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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
5,321
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
5,308
shares
|
$1.06 Million
0.33% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,300
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
5,269
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,268
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
5,246
shares
|
$1.05 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
5,231
shares
|
$1.04 Million
0.1% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
5,224
shares
|
$1.04 Million
0.84% of portfolio
|
Q3 2023
Reduced 9.37%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
5,207
shares
|
$1.04 Million
0.7% of portfolio
|
Q2 2024
Reduced 12.49%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
5,202
shares
|
$1.04 Million
0.17% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,182
shares
|
$1.03 Million
1.17% of portfolio
|
Q3 2022
Reduced 16.12%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,168
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
5,150
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
5,141
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,104
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,087
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
5,081
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,052
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,050
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2018
Added 129.44%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,034
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
5,005
shares
|
$997,596
0.09% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
4,998
shares
|
$996,201
0.22% of portfolio
|
Q1 2024
Reduced 4.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
4,982
shares
|
$993,012
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
4,973
shares
|
$991,218
0.4% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,934
shares
|
$983,444
0.02% of portfolio
|
Q4 2023
Added 10.23%
|