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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
160
shares
|
$31,891
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$30,097
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$29,898
0.01% of portfolio
|
Q3 2020
Reduced 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$29,100
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
145
shares
|
$28,901
0.02% of portfolio
|
Q2 2024
Reduced 49.3%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
144
shares
|
$28,702
0.01% of portfolio
|
Q3 2023
Reduced 26.15%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
143
shares
|
$28,502
0.02% of portfolio
|
Q2 2024
Reduced 22.28%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
138
shares
|
$27,506
0.01% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
135
shares
|
$26,908
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
132
shares
|
$26,310
0.02% of portfolio
|
Q3 2024
Reduced 22.81%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
131
shares
|
$26,110
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
129
shares
|
$25,712
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
127
shares
|
$25,313
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
125
shares
|
$24,915
0.01% of portfolio
|
Q4 2023
Reduced 15.54%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
125
shares
|
$24,915
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
124
shares
|
$24,715
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
123
shares
|
$24,516
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
122
shares
|
$24,317
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
117
shares
|
$23,320
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
116
shares
|
$23,121
0.02% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
108
shares
|
$21,526
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
108
shares
|
$21,526
0.0% of portfolio
|
Q3 2024
Reduced 25.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
106
shares
|
$21,127
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
106
shares
|
$21,127
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
102
shares
|
$20,330
0.0% of portfolio
|
Q3 2024
Added 4.08%
|