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 |
|---|---|---|---|---|---|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
3,604
shares
|
$720,043
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
3,591
shares
|
$717,445
0.47% of portfolio
|
Q2 2024
Reduced 3.49%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,572
shares
|
$713,649
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,572
shares
|
$713,649
0.31% of portfolio
|
Q3 2024
Added 70.66%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,556
shares
|
$710,453
0.11% of portfolio
|
Q1 2024
Reduced 57.5%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
3,550
shares
|
$709,254
0.15% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
3,542
shares
|
$707,656
0.43% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
3,540
shares
|
$707,256
0.33% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
3,535
shares
|
$706,257
0.26% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,531
shares
|
$705,458
0.07% of portfolio
|
Q3 2024
Added 2595.42%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,528
shares
|
$704,859
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,523
shares
|
$703,860
0.18% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
3,520
shares
|
$703,260
0.31% of portfolio
|
Q2 2023
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
3,519
shares
|
$703,061
0.17% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,490
shares
|
$697,267
0.07% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
3,489
shares
|
$697,067
0.29% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,469
shares
|
$693,071
0.17% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
3,466
shares
|
$692,472
0.04% of portfolio
|
Q3 2024
Reduced 40.72%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
3,459
shares
|
$691,073
0.14% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
3,451
shares
|
$689,475
0.04% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,442
shares
|
$687,677
0.18% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,438
shares
|
$686,878
0.01% of portfolio
|
Q3 2024
Added 13.62%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
3,414
shares
|
$682,083
0.23% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,412
shares
|
$681,683
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,387
shares
|
$676,688
0.05% of portfolio
|
Q3 2024
Reduced 16.33%
|