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 1,803 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $50.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
65
shares
|
$12,559
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64
shares
|
$12,366
0.01% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$12,172
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
61
shares
|
$11,786
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
60
shares
|
$11,593
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
58
shares
|
$11,206
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,206
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
55
shares
|
$10,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$9,661
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
49
shares
|
$9,467
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
48
shares
|
$9,274
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
42
shares
|
$8,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
41
shares
|
$7,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$7,728
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
39
shares
|
$7,535
0.0% of portfolio
|
Q3 2024
Reduced 79.26%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
36
shares
|
$6,955
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
36
shares
|
$6,955
0.0% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,183
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$5,796
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
30
shares
|
$5,796
0.0% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
29
shares
|
$5,603
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,216
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
27
shares
|
$5,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
27
shares
|
$5,216
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$4,830
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|