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 1,715 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 $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,915
shares
|
$378,614
0.09% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,915
shares
|
$378,614
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
1,910
shares
|
$377,626
0.04% of portfolio
|
Q1 2023
Added 7.0%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
1,910
shares
|
$377,626
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
1,908
shares
|
$377,230
0.28% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$375,649
0.01% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
1,900
shares
|
$375,649
0.1% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,896
shares
|
$374,858
0.04% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,891
shares
|
$373,869
0.2% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
1,889
shares
|
$373,474
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,882
shares
|
$372,090
0.08% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,876
shares
|
$370,903
0.01% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
1,873
shares
|
$370,310
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,872
shares
|
$370,113
0.01% of portfolio
|
Q1 2024
Added 16.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,871
shares
|
$369,915
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
1,870
shares
|
$369,717
0.01% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$369,519
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,867
shares
|
$369,124
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$368,333
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 25, 2024 Q3 2024 |
1,860
shares
|
$367,740
0.24% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,858
shares
|
$367,345
0.1% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
1,857
shares
|
$367,147
0.12% of portfolio
|
Q4 2023
Reduced 91.91%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,852
shares
|
$366,158
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,847
shares
|
$365,170
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,844
shares
|
$364,577
0.16% of portfolio
|
Q3 2024
Reduced 4.31%
|