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 1,887 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $53.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
112,610
shares
|
$21 Million
1.33% of portfolio
|
Q4 2024
Added 64.54%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
112,486
shares
|
$21 Million
0.1% of portfolio
|
Q4 2024
Added 5752.55%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
109,997
shares
|
$20.5 Million
2.74% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
108,691
shares
|
$20.2 Million
3.37% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$20 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
107,437
shares
|
$20 Million
1.77% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
107,407
shares
|
$20 Million
1.84% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
107,341
shares
|
$20 Million
0.21% of portfolio
|
Q4 2024
Added 62.29%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
107,332
shares
|
$20 Million
0.2% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,854
shares
|
$19.7 Million
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
102,632
shares
|
$19.1 Million
11.68% of portfolio
|
Q4 2024
New holding
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
102,438
shares
|
$19.1 Million
8.08% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
98,607
shares
|
$18.4 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
98,267
shares
|
$18.3 Million
0.21% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
98,148
shares
|
$18.3 Million
0.16% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$18.2 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
97,085
shares
|
$18.1 Million
0.78% of portfolio
|
Q4 2024
Added 823.39%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
94,292
shares
|
$17.6 Million
9.31% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
92,096
shares
|
$17.2 Million
0.25% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
92,069
shares
|
$17.1 Million
5.7% of portfolio
|
Q3 2024
Added 2209.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
91,180
shares
|
$17 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
91,058
shares
|
$17 Million
0.21% of portfolio
|
Q4 2024
Added 147.59%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
90,994
shares
|
$16.9 Million
0.3% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
87,541
shares
|
$16.3 Million
0.29% of portfolio
|
Q4 2024
Added 241.82%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
85,612
shares
|
$15.9 Million
1.96% of portfolio
|
Q4 2024
Reduced 2.93%
|