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NYSEARCA:IWDiShares Russell 1000 Value ETF Institutional Ownership

$113.32
+2.05 (+1.84 %)
(As of 07/10/2020 04:00 PM ET)
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Today's Range
$111.22
Now: $113.32▼
$113.38
50-Day Range
$109.27
MA: $114.37▼
$125.14
52-Week Range
$84.11
Now: $113.32▼
$138.88
Volume1.90 million shs
Average Volume2.90 million shs
Market Capitalization$33.85 billion
P/E RatioN/A
Dividend Yield3.11%
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
7/10/2020Investors Financial Group LLC7,584$0.85M0.7%-1.6%0.003%
7/10/2020Whittier Trust Co. of Nevada Inc.45,735$5.15M0.3%-13.2%0.015%
7/10/2020Whittier Trust Co.36,973$4.16M0.1%-13.4%0.012%
7/10/2020Patriot Financial Group Insurance Agency LLC4,654$0.52M0.2%+20.1%0.002%
7/10/2020Integer Wealth Advisors Group LLC48,449$5.39M5.5%+1.1%0.016%
7/10/2020Larson Financial Group LLC13,229$1.49M0.7%+99.0%0.004%
7/9/2020Forte Capital LLC ADV3,774$0.43M0.1%N/A0.001%
7/9/2020Carroll Financial Associates Inc.12,966$1.46M0.1%+2.8%0.004%
7/9/2020Rockland Trust Co.2,000$0.23M0.0%N/A0.001%
7/9/2020Starfire Investment Advisers Inc.23,151$2.61M1.2%+0.5%0.008%
7/9/2020Carnegie Capital Asset Management LLC1,819$0.21M0.0%N/A0.001%
7/9/2020Regal Wealth Group Inc.127,564$14.37M11.9%+1.9%0.042%
7/9/2020Webster Bank N. A.5,986$0.67M0.1%-4.6%0.002%
7/9/2020Arden Trust Co22,150$2.49M0.5%-11.9%0.007%
7/9/2020Traverso Chambers Private Wealth Management LLC29,656$3.34M1.4%-6.4%0.010%
7/8/2020Bogart Wealth LLC4,122$0.46M0.1%-5.6%0.001%
7/8/2020Global Trust Asset Management LLC2,450$0.28M0.2%-66.1%0.001%
7/8/2020Envestnet Asset Management Inc.6,028,951$678.98M0.7%-6.4%1.999%
7/8/2020Triangle Securities Wealth Management2,414$0.27M0.1%-26.6%0.001%
7/8/2020Pure Financial Advisors Inc.4,216$0.48M0.1%+7.1%0.001%
7/8/2020Clarius Group LLC8,316$0.94M0.1%-72.4%0.003%
7/8/2020Parkside Advisors LLC24,723$2.78M1.3%-34.4%0.008%
7/7/2020TRUE Private Wealth Advisors69,274$7.80M1.4%-0.4%0.023%
7/7/2020Platte River Wealth Advisors LLC34,939$3.99M2.2%N/A0.012%
7/7/2020Watchman Group Inc.13,310$1.50M1.2%+549.3%0.004%
7/7/2020Tsfg LLC2,689$0.30M0.2%-17.9%0.001%
7/7/2020Diversified Trust Co73,703$8.30M0.4%+25.6%0.024%
7/7/2020Private Trust Co. NA8,559$0.97M0.2%-15.4%0.003%
7/7/2020Norway Savings Bank310$35K0.0%N/A0.000%
7/6/2020S.E.E.D. Planning Group LLC2,332$0.26M0.2%N/A0.001%
7/6/2020Fulton Bank N. A.116,113$13.08M0.9%-10.8%0.038%
7/2/2020Stairway Partners LLC477,859$53.82M11.7%+1.7%0.158%
7/2/2020Ellenbecker Investment Group91,209$10.27M5.1%+4.7%0.030%
7/1/2020LBJ Family Wealth Advisors Ltd.196,665$22.15M17.8%+0.6%0.065%
7/1/2020Thomasville National Bank8,483$0.96M0.1%-2.1%0.003%
6/16/2020Royal Bank of Canada1,471,952$145.99M0.1%-16.9%0.486%
6/11/2020Pathstone Family Office LLC48,269$4.79M0.7%+1,720.8%0.016%
6/10/2020Coastline Trust Co16,229$1.61M0.3%-6.1%0.005%
6/8/2020Hayden Royal LLC3,827$0.38M0.2%+42.1%0.001%
6/5/2020Telemus Capital LLC113,963$13.01M1.1%-36.1%0.038%
6/2/2020Guggenheim Capital LLC29,377$2.91M0.0%-63.9%0.010%
6/1/2020Waterloo Capital L.P.2,830$0.28M0.2%N/A0.001%
5/28/2020CVA Family Office LLC4,651$0.46M0.5%N/A0.002%
5/27/2020Coldstream Capital Management Inc.5,821$0.58M0.1%-16.4%0.002%
5/27/2020Advisory Resource Group10,342$1.03M0.8%+40.9%0.003%
5/26/2020UMB Bank N A MO51,285$5.09M0.2%-10.6%0.017%
5/26/2020Verus Capital Partners LLC1,064$0.11M0.0%-49.6%0.000%
5/22/2020FDx Advisors Inc.236,254$23.43M0.9%-14.3%0.079%
5/22/2020Clearbridge Investments LLC7,992$0.79M0.0%-56.5%0.003%
5/22/2020Integrated Investment Consultants LLC164,615$16.33M9.7%-3.3%0.055%
5/21/2020HighTower Advisors LLC732,326$72.63M0.5%+4.2%0.243%
5/20/2020Signet Financial Management LLC43,659$4.63M1.1%-11.5%0.014%
5/20/2020Johnson Investment Counsel Inc.67,260$6.67M0.1%-23.3%0.022%
5/19/2020Disciplined Investments LLC66,091$6.56M6.2%+3.4%0.022%
5/18/2020Integrated Wealth Concepts LLC5,670$0.56M0.1%-19.5%0.002%
5/18/2020Carret Asset Management LLC8,737$0.87M0.2%+5.4%0.003%
5/18/2020EP Wealth Advisors LLC107,631$10.68M0.5%+17.6%0.036%
5/18/2020Laurel Wealth Advisors Inc.11,985$1.19M0.3%-3.8%0.004%
5/18/2020Prestige Wealth Management Group LLC2,800$0.28M0.1%-11.8%0.001%
5/18/2020Titus Wealth Management3,858$0.38M0.4%+6.9%0.001%
5/18/2020Townsquare Capital LLC1,904$0.20M0.0%-20.0%0.001%
5/18/2020Mercer Global Advisors Inc. ADV269,000$26.68M0.6%+47.1%0.089%
5/18/2020Cahill Financial Advisors Inc.20,555$2.04M0.9%+5.7%0.007%
5/18/2020Colony Group LLC59,835$5.93M0.2%-15.8%0.020%
5/18/2020Legacy Wealth Planning LLC951$95K1.5%-90.6%0.000%
5/18/2020Capital Asset Advisory Services LLC4,991$0.52M0.1%-4.9%0.002%
5/18/2020Advisor Group Holdings Inc.858,618$75.46M0.3%N/A0.284%
5/16/2020H&H Retirement Design & Management INC10,857$1.08M1.0%N/A0.004%
5/15/2020Ameritas Investment Company LLC10,942$1.08M0.2%+10.3%0.004%
5/15/2020Peapack Gladstone Financial Corp17,045$1.69M0.1%+61.7%0.006%
5/15/2020Cooper Financial Group13,543$1.34M0.6%+5.5%0.004%
5/15/2020Beacon Pointe Advisors LLC62,042$6.15M1.0%+849.7%0.021%
5/15/2020Exencial Wealth Advisors LLC3,285$0.33M0.1%+103.9%0.001%
5/15/2020BDO Wealth Advisors LLC2,482$0.25M0.0%+409.7%0.001%
5/15/2020Meeder Asset Management Inc.46,541$4.62M0.4%-53.4%0.015%
5/15/2020Northern Oak Wealth Management Inc.22,522$2.23M0.4%-2.1%0.007%
5/15/2020CAMG Solamere Management LLC18,213$1.80M0.9%-47.8%0.006%
5/15/2020Menard Financial Group LLC24,723$2.45M8.1%-7.8%0.008%
5/15/2020Tower Research Capital LLC TRC48,326$4.79M0.3%-8.5%0.016%
5/15/2020Invesco Ltd.68,697$6.81M0.0%+2,032.8%0.023%
5/15/2020Northstar Wealth Partners LLC4,227$0.42M0.2%-2.6%0.001%
5/15/2020FinTrust Capital Advisors LLC2,359$0.23M0.1%-16.3%0.001%
5/15/2020Morgan Stanley27,992,056$2.78B0.8%+208.2%9.332%
5/15/2020Procyon Private Wealth Partners LLC4,403$0.44M0.3%-6.0%0.001%
5/15/2020Sunbelt Securities Inc.2,685$0.27M0.0%-22.5%0.001%
5/15/2020Quest Investment Management LLC134,003$13.29M1.9%+22.5%0.044%
5/15/2020United Capital Financial Advisers LLC192,162$19.06M0.2%-0.2%0.064%
5/15/2020Venturi Wealth Management LLC2,199$0.22M0.0%-39.5%0.001%
5/15/2020Two Sigma Securities LLC23,487$2.33M0.1%+25.6%0.008%
5/15/2020Two Sigma Advisers LP4,100$0.41M0.0%N/A0.001%
5/15/2020One Wealth Advisors LLC3,269$0.32M0.3%-41.2%0.001%
5/15/2020Aristotle Capital Management LLC153,500$15.22M0.1%+40.0%0.051%
5/15/2020Independent Family Office LLC65,759$6.52M4.1%+1.1%0.022%
5/15/2020HBK Sorce Advisory LLC66,775$6.62M0.6%-21.6%0.022%
5/15/2020Summit Trail Advisors LLC6,964$0.69M0.2%N/A0.002%
5/15/2020Asset Management Group Inc.26,769$2.66M1.0%-14.0%0.009%
5/15/2020London Co. of Virginia178,989$17.75M0.2%+65.8%0.059%
5/15/2020Silvercrest Asset Management Group LLC100,720$9.99M0.1%-33.1%0.033%
5/15/2020Loomis Sayles & Co. L P46,793$4.64M0.0%+0.6%0.015%
5/15/2020Lyrical Asset Management LP12,068$1.20M0.0%-90.2%0.004%
(Data available from 1/1/2016 forward)
This page was last updated on 7/11/2020 by MarketBeat.com Staff

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