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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,185
shares
|
$435,514
0.01% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
2,184
shares
|
$435,314
0.17% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,183
shares
|
$435,115
0.08% of portfolio
|
Q1 2022
Reduced 15.84%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
2,177
shares
|
$433,919
0.09% of portfolio
|
Q3 2023
Reduced 12.46%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,172
shares
|
$432,923
0.02% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,170
shares
|
$432,524
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,165
shares
|
$431,527
0.03% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
2,162
shares
|
$430,929
0.21% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
2,161
shares
|
$430,730
0.18% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,152
shares
|
$428,936
0.34% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
2,148
shares
|
$428,139
0.02% of portfolio
|
Q3 2024
Reduced 49.47%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
2,146
shares
|
$427,740
0.09% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,130
shares
|
$424,551
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,130
shares
|
$424,551
0.13% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
2,128
shares
|
$424,152
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
2,125
shares
|
$423,555
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$423,355
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
2,120
shares
|
$422,558
0.08% of portfolio
|
Q2 2024
Added 19.71%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
2,110
shares
|
$420,565
0.37% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$420,365
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$419,369
0.29% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$416,778
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
2,088
shares
|
$416,180
0.14% of portfolio
|
Q3 2024
Added 29.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,072
shares
|
$412,991
0.05% of portfolio
|
Q3 2024
Reduced 11.53%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,064
shares
|
$411,396
0.15% of portfolio
|
Q3 2024
Reduced 17.9%
|