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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
944
shares
|
$188,158
0.07% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
940
shares
|
$187,360
0.01% of portfolio
|
Q3 2024
Added 43.73%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
929
shares
|
$185,168
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
902
shares
|
$179,786
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
895
shares
|
$178,391
0.15% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
880
shares
|
$175,401
0.02% of portfolio
|
Q3 2023
Reduced 6.68%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
879
shares
|
$175,202
0.03% of portfolio
|
Q3 2024
Added 109.79%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
863
shares
|
$172,013
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
857
shares
|
$170,817
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
852
shares
|
$169,820
0.03% of portfolio
|
Q2 2024
Added 12.7%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
852
shares
|
$169,820
0.06% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
851
shares
|
$169,621
0.02% of portfolio
|
Q2 2024
Reduced 14.3%
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
828
shares
|
$165,036
0.1% of portfolio
|
Q2 2024
Reduced 43.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
818
shares
|
$163,043
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
802
shares
|
$159,854
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
791
shares
|
$157,662
0.02% of portfolio
|
Q3 2024
Added 136.12%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
783
shares
|
$156,067
0.08% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$151,483
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
725
shares
|
$144,507
0.01% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
720
shares
|
$143,510
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
708
shares
|
$141,118
0.07% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
704
shares
|
$140,321
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
685
shares
|
$136,534
0.07% of portfolio
|
Q2 2022
Reduced 95.11%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
674
shares
|
$134,341
0.0% of portfolio
|
Q4 2023
Reduced 41.08%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
666
shares
|
$132,747
0.01% of portfolio
|
Q2 2024
Added 0.15%
|