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 1,715 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 $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
458
shares
|
$90,551
0.02% of portfolio
|
Q3 2024
Reduced 50.81%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
457
shares
|
$90,353
0.02% of portfolio
|
Q2 2024
Reduced 5.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
454
shares
|
$89,760
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
430
shares
|
$85,015
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
422
shares
|
$83,433
0.02% of portfolio
|
Q2 2024
Reduced 19.77%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
422
shares
|
$83,433
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$81,654
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$81,654
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
407
shares
|
$80,467
0.03% of portfolio
|
Q3 2022
Reduced 6.0%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$79,084
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
390
shares
|
$77,106
0.0% of portfolio
|
Q1 2024
Reduced 24.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
390
shares
|
$77,106
0.01% of portfolio
|
Q1 2024
Added 121.59%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
385
shares
|
$76,118
0.01% of portfolio
|
Q3 2024
Reduced 47.97%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
383
shares
|
$75,722
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
381
shares
|
$75,327
0.0% of portfolio
|
Q3 2024
Reduced 71.09%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
377
shares
|
$74,536
0.02% of portfolio
|
Q2 2024
Reduced 66.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
370
shares
|
$73,152
0.06% of portfolio
|
Q4 2018
Reduced 49.32%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
361
shares
|
$71,373
0.01% of portfolio
|
Q3 2023
Reduced 22.37%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
352
shares
|
$69,593
0.0% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
351
shares
|
$69,396
0.01% of portfolio
|
Q4 2023
Reduced 10.23%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
346
shares
|
$68,407
0.03% of portfolio
|
Q2 2021
Added 80.21%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
344
shares
|
$68,012
0.01% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
335
shares
|
$66,232
0.02% of portfolio
|
Q3 2024
Reduced 10.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
329
shares
|
$65,046
0.03% of portfolio
|
Q3 2024
Reduced 77.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
328
shares
|
$64,848
0.02% of portfolio
|
Q2 2024
Added 19.71%
|