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 |
|---|---|---|---|---|---|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
666
shares
|
$129,523
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
660
shares
|
$128,356
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
641
shares
|
$124,661
0.06% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
624
shares
|
$121,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
618
shares
|
$120,188
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
598
shares
|
$116,299
0.03% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$115,521
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
593
shares
|
$115,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
583
shares
|
$113,381
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
581
shares
|
$112,992
0.03% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
577
shares
|
$112,214
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
574
shares
|
$111,631
0.05% of portfolio
|
Q2 2024
Reduced 10.87%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
561
shares
|
$109,103
0.0% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
558
shares
|
$108,519
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
551
shares
|
$107,158
0.02% of portfolio
|
Q1 2024
Added 588.75%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
531
shares
|
$103,268
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
529
shares
|
$102,879
0.02% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
529
shares
|
$102,879
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
527
shares
|
$102,490
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
497
shares
|
$96,656
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
492
shares
|
$95,684
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
483
shares
|
$93,933
0.05% of portfolio
|
Q4 2023
Reduced 28.55%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
479
shares
|
$93,155
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
474
shares
|
$92,183
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
470
shares
|
$91,405
0.03% of portfolio
|
Q4 2024
Added 5122.22%
|