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 1,852 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
1,754
shares
|
$341,117
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,751
shares
|
$340,534
0.14% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
1,748
shares
|
$339,951
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
1,748
shares
|
$339,951
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
1,745
shares
|
$339,367
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,743
shares
|
$338,978
0.11% of portfolio
|
Q2 2024
Reduced 35.94%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
1,737
shares
|
$337,811
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
1,734
shares
|
$337,228
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
1,734
shares
|
$337,228
0.1% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
1,730
shares
|
$336,450
0.02% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
1,728
shares
|
$336,061
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,727
shares
|
$335,866
0.06% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,724
shares
|
$335,283
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,721
shares
|
$334,700
0.02% of portfolio
|
Q4 2024
Added 28.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,715
shares
|
$333,533
0.09% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
1,713
shares
|
$333,144
0.07% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,708
shares
|
$332,171
0.06% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
1,705
shares
|
$331,588
0.0% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$330,616
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,682
shares
|
$327,115
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,681
shares
|
$326,920
0.03% of portfolio
|
Q4 2023
Reduced 5.72%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,681
shares
|
$326,920
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
1,680
shares
|
$326,726
0.08% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,679
shares
|
$326,531
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
1,676
shares
|
$325,948
0.13% of portfolio
|
Q4 2024
Added 158.64%
|