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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,844
shares
|
$367,546
0.16% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,844
shares
|
$367,546
0.04% of portfolio
|
Q2 2023
Reduced 7.52%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$367,147
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,842
shares
|
$367,147
0.1% of portfolio
|
Q4 2023
Added 3.31%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
1,842
shares
|
$367,147
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,835
shares
|
$365,752
0.22% of portfolio
|
Q2 2022
Reduced 7.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,835
shares
|
$365,752
0.04% of portfolio
|
Q3 2022
Added 16.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,834
shares
|
$365,552
0.02% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,833
shares
|
$365,353
0.1% of portfolio
|
Q4 2020
Reduced 11.02%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,822
shares
|
$363,161
0.11% of portfolio
|
Q3 2024
Added 47.41%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,817
shares
|
$362,164
0.05% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
1,812
shares
|
$361,167
0.02% of portfolio
|
Q3 2024
Added 17.43%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
1,803
shares
|
$359,373
0.11% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,801
shares
|
$358,975
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1,792
shares
|
$357,181
0.07% of portfolio
|
Q1 2024
Reduced 14.34%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
1,791
shares
|
$356,982
0.05% of portfolio
|
Q4 2023
Reduced 10.14%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
1,788
shares
|
$356,384
0.16% of portfolio
|
Q3 2023
Reduced 4.33%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
1,785
shares
|
$355,786
0.12% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,783
shares
|
$355,387
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,778
shares
|
$354,390
0.13% of portfolio
|
Q4 2023
Added 5.46%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,778
shares
|
$354,390
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,771
shares
|
$352,995
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,768
shares
|
$352,397
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
1,762
shares
|
$351,201
0.1% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Altus Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,761
shares
|
$351,002
0.16% of portfolio
|
Q4 2023
New holding
|