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 1,852 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
5,004
shares
|
$973,177
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,986
shares
|
$969,677
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,966
shares
|
$965,787
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,952
shares
|
$963,064
0.08% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
4,838
shares
|
$940,894
0.05% of portfolio
|
Q3 2024
Added 24.56%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,825
shares
|
$938,366
0.15% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
4,817
shares
|
$936,810
0.34% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$934,476
0.02% of portfolio
|
Q3 2022
Reduced 24.57%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,783
shares
|
$930,197
0.18% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
4,783
shares
|
$930,197
0.04% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
4,779
shares
|
$929,419
0.61% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
4,777
shares
|
$929,030
0.11% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
4,765
shares
|
$926,697
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,764
shares
|
$926,502
0.0% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,764
shares
|
$926,502
0.09% of portfolio
|
Q4 2024
Added 665.92%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
4,741
shares
|
$922,029
0.38% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,733
shares
|
$920,473
0.04% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
4,706
shares
|
$915,222
0.19% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
4,700
shares
|
$914,056
0.17% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
4,695
shares
|
$913,083
0.2% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
4,668
shares
|
$907,832
0.28% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,640
shares
|
$902,387
0.06% of portfolio
|
Q3 2022
Added 9.51%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
4,638
shares
|
$901,998
0.1% of portfolio
|
Q4 2024
Added 110.63%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
4,635
shares
|
$901,414
0.09% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
4,611
shares
|
$896,747
0.64% of portfolio
|
Q4 2024
New holding
|