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 |
|---|---|---|---|---|---|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$213,928
0.0% of portfolio
|
Q4 2024
Reduced 97.61%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,100
shares
|
$213,928
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Feb 13, 2025 Q4 2024 |
1,099
shares
|
$213,733
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$213,150
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,095
shares
|
$212,955
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Feb 13, 2025 Q4 2024 |
1,092
shares
|
$212,372
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
1,091
shares
|
$212,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
1,091
shares
|
$212,177
0.1% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
1,089
shares
|
$211,788
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
1,083
shares
|
$210,621
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,080
shares
|
$210,038
0.07% of portfolio
|
Q4 2022
Reduced 18.8%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
1,071
shares
|
$208,288
0.12% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,070
shares
|
$208,093
0.04% of portfolio
|
Q4 2024
Added 204.84%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
1,047
shares
|
$203,620
0.09% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,023
shares
|
$198,953
0.02% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,020
shares
|
$198,369
0.01% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
1,006
shares
|
$195,646
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
1,002
shares
|
$194,868
0.07% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
984
shares
|
$191,368
0.12% of portfolio
|
Q3 2023
Reduced 48.32%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
983
shares
|
$191,173
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
983
shares
|
$191,173
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$189,618
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
952
shares
|
$185,144
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
940
shares
|
$182,811
0.06% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
940
shares
|
$182,811
0.01% of portfolio
|
Q3 2024
Added 43.73%
|