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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,913
shares
|
$979,259
0.07% of portfolio
|
Q3 2024
Added 86.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,898
shares
|
$976,269
0.09% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,872
shares
|
$971,087
0.01% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 05, 2024 Q2 2024 |
4,866
shares
|
$969,891
0.64% of portfolio
|
Q2 2024
Reduced 88.37%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
4,857
shares
|
$968,097
0.18% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
4,857
shares
|
$968,097
0.4% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
4,850
shares
|
$966,702
0.01% of portfolio
|
Q1 2024
Reduced 5.18%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,844
shares
|
$965,506
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
4,838
shares
|
$964,310
0.05% of portfolio
|
Q3 2024
Added 24.56%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,825
shares
|
$961,719
0.15% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$957,732
0.02% of portfolio
|
Q3 2022
Reduced 24.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,783
shares
|
$953,347
0.18% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
4,777
shares
|
$952,151
0.11% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,774
shares
|
$951,553
0.03% of portfolio
|
Q3 2024
Reduced 27.52%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
4,764
shares
|
$949,560
0.0% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
4,753
shares
|
$947,367
0.04% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,733
shares
|
$943,381
0.04% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,708
shares
|
$938,398
0.1% of portfolio
|
Q3 2023
Reduced 2.91%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
4,701
shares
|
$937,003
0.18% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,695
shares
|
$935,807
0.2% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
4,687
shares
|
$934,212
0.34% of portfolio
|
Q3 2024
Added 19.66%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
4,687
shares
|
$934,212
0.04% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$929,628
0.13% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,652
shares
|
$927,236
0.06% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,640
shares
|
$924,844
0.06% of portfolio
|
Q3 2022
Added 9.51%
|