NYSEARCA:IWD

iShares Russell 1000 Value ETF Institutional Ownership

$156.66
+0.77 (+0.49 %)
(As of 04/16/2021 12:00 AM ET)
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Today's Range
$156.29
Now: $156.66▼
$157.04
50-Day Range
$143.56
MA: $150.88▼
$155.89
52-Week Range
$100.93
Now: $156.66▼
$156.02
Volume2.66 million shs
Average Volume2.83 million shs
Market Capitalization$52.77 billion
P/E RatioN/A
Dividend Yield1.69%
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

 

Institutional Buying and Selling by Quarter


iShares Russell 1000 Value ETF (NYSEARCA IWD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/16/2021Accredited Investors Inc.14,427$2.19M0.3%-0.7%0.004%
4/16/2021Regis Management CO LLC2,453$0.37M0.1%N/A0.001%
4/16/2021NEXT Financial Group Inc8,799$1.33M0.1%-6.3%0.003%
4/16/2021Alhambra Investment Partners LLC1,624$0.25M0.2%N/A0.000%
4/16/2021Stephenson National Bank & Trust7,570$1.15M0.8%+5.1%0.002%
4/16/2021Financial Advisors LLC2,298$0.35M0.1%+11.4%0.001%
4/16/2021Adirondack Trust Co.176$27K0.0%+131.6%0.000%
4/16/2021Bogart Wealth LLC4,317$0.65M0.1%+4.7%0.001%
4/16/2021Columbia Trust Co 010120161,789$0.27M0.2%-5.5%0.001%
4/15/2021GPS Wealth Strategies Group LLC1,237$0.19M0.1%N/A0.000%
4/15/2021CX Institutional31,814$4.82M0.4%+454.9%0.009%
4/15/2021Leavell Investment Management Inc.3,412$0.52M0.0%+5.1%0.001%
4/15/2021Crescent Capital Consulting LLC86,885$13.16M2.9%+31.8%0.026%
4/15/2021UMB Bank N A MO67,383$10.21M0.2%+19.0%0.020%
4/15/2021Rothschild Investment Corp IL22,811$3.46M0.3%-28.1%0.007%
4/15/2021Mcdonald Partners LLC11,564$1.75M0.4%+130.3%0.003%
4/15/2021Traverso Chambers Private Wealth Management LLC32,708$4.96M1.7%-1.1%0.010%
4/15/2021Wealth Management Partners LLC2,601$0.40M0.3%-9.8%0.001%
4/15/2021Arbor Investment Advisors LLC32,288$4.89M1.1%-10.0%0.010%
4/15/2021Rainey & Randall Investment Management Inc.1,889$0.29M0.2%+26.9%0.001%
4/15/2021Apella Capital LLC1,332$0.20M0.1%N/A0.000%
4/15/2021City Holding Co.2,698$0.41M0.1%+23.8%0.001%
4/14/2021Investors Financial Group LLC7,214$1.09M0.6%-1.9%0.002%
4/14/2021Country Club Trust Company n.a.61,818$9.40M0.9%+14.4%0.018%
4/14/2021Welch & Forbes LLC9,361$1.42M0.0%-9.1%0.003%
4/14/2021Latitude Advisors LLC33,902$5.14M4.2%N/A0.010%
4/14/2021Secure Asset Management LLC2,798$0.42M0.2%+7.7%0.001%
4/14/2021Global Retirement Partners LLC14,258$2.16M0.3%-1.9%0.004%
4/14/2021Global Trust Asset Management LLC10,185$1.54M0.9%+67.0%0.003%
4/14/2021AdvisorNet Financial Inc65,218$9.88M0.7%-15.9%0.019%
4/14/2021First Citizens Bank & Trust Co.115,411$17.49M0.8%-10.4%0.034%
4/14/2021Farmers & Merchants Investments Inc.6,714$1.02M0.0%+6.8%0.002%
4/14/2021FDx Advisors Inc.207,838$31.50M1.2%-3.2%0.061%
4/14/2021Ullmann Financial Group Inc.35,302$5.35M2.4%-5.3%0.010%
4/14/2021Taylor Cottrill Erickson & Associates Inc.7,187$1.09M0.2%-64.9%0.002%
4/13/2021Atlas Brown Inc.14,819$2.25M1.1%+4.3%0.004%
4/13/2021LBJ Family Wealth Advisors Ltd.198,916$30.15M19.0%+0.3%0.059%
4/13/2021Stephens Group Asset Management LLC413,879$62.72M6.1%+1.8%0.122%
4/13/2021FDx Advisors Inc.31,498$0.21M0.9%-85.3%0.009%
4/13/2021Ballew Advisors Inc7,514$1.15M0.4%+100.0%0.002%
4/13/2021Chicago Capital LLC2,952$0.45M0.0%-35.6%0.001%
4/12/2021Platte River Wealth Advisors LLC49,332$7.60M3.1%+10.5%0.015%
4/12/2021Astoria Strategic Wealth Inc.33,555$5.09M2.6%-0.5%0.010%
4/12/2021Harbour Capital Advisors LLC32,215$4.88M1.4%-3.6%0.010%
4/12/2021Acropolis Investment Management LLC23,251$3.52M0.4%-0.3%0.007%
4/12/2021Phoenix Wealth Advisors297$45K0.0%+43.5%0.000%
4/12/2021Courier Capital LLC5,126$0.78M0.1%-2.1%0.002%
4/12/2021Hemington Wealth Management4,206$0.64M0.3%+11.3%0.001%
4/12/2021Coastal Investment Advisors Inc.18,519$2.81M0.7%+86.4%0.005%
4/12/2021Domani Wealth LLC85,261$12.92M2.5%+10.2%0.025%
4/12/2021Carnegie Capital Asset Management LLC2,771$0.42M0.0%+8.0%0.001%
4/12/2021Calamos Wealth Management LLC3,897$0.59M0.0%+3.7%0.001%
4/12/2021Veracity Capital LLC3,820$0.58M0.2%+8.6%0.001%
4/12/2021Prosperity Planning Inc.11,821$1.79M1.3%-2.7%0.003%
4/12/2021HMS Capital Management LLC37,801$5.73M2.4%N/A0.011%
4/12/2021Integer Wealth Advisors Group LLC43,359$6.71M3.7%-23.7%0.013%
4/12/2021FARMERS & MERCHANTS TRUST Co OF LONG BEACH6,896$1.05M0.4%-2.9%0.002%
4/12/2021Valeo Financial Advisors LLC458,735$69.52M3.2%+0.2%0.136%
4/12/2021Private Capital Group LLC13,222$2M0.5%-39.1%0.004%
4/12/2021Regal Wealth Group Inc.156,267$23.68M13.9%+0.8%0.046%
4/9/2021Oldfather Financial Services LLC26,556$4.09M2.4%+10.6%0.008%
4/9/2021Parkside Advisors LLC18,365$2.78M1.0%-16.5%0.005%
4/9/2021Evensky & Katz LLC491$74K0.0%-11.7%0.000%
4/9/2021Farmers Trust Co.3,180$0.48M0.1%+27.7%0.001%
4/9/2021Pure Financial Advisors Inc.3,873$0.59M0.1%-6.8%0.001%
4/9/2021First Hawaiian Bank32,882$4.98M0.2%+26.1%0.010%
4/8/2021NBT Bank N A NY1,375$0.21M0.0%N/A0.000%
4/8/2021Pacifica Partners Inc.774$0.12M0.1%N/A0.000%
4/8/2021Strategic Wealth Management Group LLC1,788$0.27M0.1%-10.5%0.001%
4/8/2021Baldwin Brothers Inc. MA1,107$0.17M0.0%+121.4%0.000%
4/8/2021CHURCHILL MANAGEMENT Corp98,173$14.88M0.2%-0.6%0.029%
4/7/2021Echo Wealth Management LLC7,197$1.09M1.4%-17.9%0.002%
4/7/2021Summit Financial Group Inc.2,450$0.37M0.2%N/A0.001%
4/6/2021Chesley Taft & Associates LLC2,904$0.45M0.0%+82.8%0.001%
4/6/2021Carroll Financial Associates Inc.12,277$1.86M0.1%+1.1%0.004%
4/6/2021Ellenbecker Investment Group41,525$6.29M2.2%-43.5%0.012%
4/5/2021Security National Bank1,343$0.20M0.1%N/A0.000%
4/5/2021FC Advisory LLC40,270$6.10M3.0%-5.9%0.012%
4/5/2021Fulton Bank N.A.111,068$16.83M0.8%-1.4%0.033%
4/1/2021M&R Capital Management Inc.1,892$0.29M0.1%+78.0%0.001%
4/1/2021Thomasville National Bank8,483$0.84M0.2%+7.1%0.003%
3/19/2021Curi Capital381$52K0.0%N/A0.000%
3/19/2021Baron Silver Stevens Financial Advisors LLC10,163$1.39M0.5%N/A0.003%
3/16/2021Carret Asset Management LLC10,394$1.42M0.2%+21.3%0.003%
3/11/2021Midwest Professional Planners LTD.7,501$1.03M0.6%N/A0.002%
3/10/2021SOA Wealth Advisors LLC.20,334$2.92M0.8%N/A0.006%
3/10/2021Coppell Advisory Solutions LLC33,130$4.53M2.3%N/A0.010%
3/5/2021Voya Financial Advisors Inc.12,938$1.76M0.1%+5.7%0.004%
3/4/2021Rockbridge Investment Management LCC4,969$0.68M0.1%+2.1%0.002%
3/4/2021Eaton Vance Management5,995$0.82M0.0%+31.4%0.002%
3/3/2021Laurel Wealth Advisors Inc.11,756$1.61M0.2%-0.9%0.004%
3/2/2021FormulaFolio Investments LLC2,593$0.35M0.0%N/A0.001%
3/2/2021Pathway Financial Advisors LLC14,469$2.08M0.9%-15.6%0.004%
3/2/2021Sage Private Wealth Group LLC285$39K0.1%N/A0.000%
3/1/2021Healthcare of Ontario Pension Plan Trust Fund37,400$5.11M0.0%+50.8%0.012%
3/1/2021Main Street Financial Solutions LLC6,370$0.87M0.2%N/A0.002%
2/26/2021RMR Wealth Builders90,874$12.43M6.1%-62.8%0.028%
2/26/2021Garde Capital Inc.6,660$0.91M0.1%-36.1%0.002%
2/26/2021Laird Norton Trust Company LLC6,617$0.91M0.1%N/A0.002%
2/26/2021Bridge Advisory LLC133,747$18.29M8.6%N/A0.042%
(Data available from 1/1/2016 forward)

This page was last updated on 4/17/2021 by MarketBeat.com Staff

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