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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,290
shares
|
$250,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,289
shares
|
$250,684
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,283
shares
|
$249,517
0.13% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,282
shares
|
$249,323
0.04% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,279
shares
|
$248,739
0.1% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,279
shares
|
$248,739
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,279
shares
|
$248,739
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,277
shares
|
$248,350
0.13% of portfolio
|
Q2 2020
Added 621.47%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
1,274
shares
|
$247,767
0.12% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$247,573
0.03% of portfolio
|
Q4 2024
Added 55.62%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
1,273
shares
|
$247,573
0.17% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
1,270
shares
|
$246,989
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,267
shares
|
$246,406
0.02% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
1,267
shares
|
$246,406
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
1,263
shares
|
$245,628
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
1,256
shares
|
$244,266
0.1% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
1,255
shares
|
$244,072
0.01% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,254
shares
|
$243,877
0.01% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,250
shares
|
$243,100
0.07% of portfolio
|
Q2 2022
Reduced 20.18%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,248
shares
|
$242,711
0.22% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
1,246
shares
|
$242,322
0.02% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,242
shares
|
$241,544
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,240
shares
|
$241,155
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,238
shares
|
$240,766
0.27% of portfolio
|
Q4 2024
Added 111.26%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,234
shares
|
$239,988
0.02% of portfolio
|
Q4 2022
New holding
|