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 1,882 institutions that hold shares in the stock, with a total of 284 Million shares, which have been reported (via 13F filing form) to have a value of $53.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
2,170
shares
|
$408,979
0.14% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
2,170
shares
|
$408,979
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
2,162
shares
|
$407,472
0.21% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
2,161
shares
|
$407,283
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Capital Wealth Planning, LLC
|
Feb 05, 2025 Q4 2024 |
2,150
shares
|
$405,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,146
shares
|
$404,456
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Feb 12, 2025 Q4 2024 |
2,146
shares
|
$404,456
0.09% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
2,144
shares
|
$404,079
0.09% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,144
shares
|
$404,079
0.03% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,136
shares
|
$402,571
0.0% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,136
shares
|
$402,571
0.05% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
2,133
shares
|
$402,006
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,130
shares
|
$401,441
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
2,128
shares
|
$401,064
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$400,310
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
2,124
shares
|
$400,310
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,123
shares
|
$400,121
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,122
shares
|
$399,933
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$399,556
0.08% of portfolio
|
Q2 2024
Added 19.71%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
2,117
shares
|
$398,990
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
2,109
shares
|
$397,483
0.33% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,097
shares
|
$395,221
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
2,095
shares
|
$394,844
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$394,090
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,074
shares
|
$390,886
0.35% of portfolio
|
Q4 2024
Reduced 1.71%
|