Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RUS 1000 VAL ETF
-
Number of holders
-
26
-
Total 13F shares, excl. options
-
653K
-
Shares change
-
+165K
-
Total reported value, excl. options
-
$108M
-
Value change
-
+$27.2M
-
Number of buys
-
11
-
Number of sells
-
-8
-
Price
-
$165.25
Significant Holders of ISHARES TR - RUS 1000 VAL ETF (IWD) as of Q4 2023
26 filings reported holding IWD - ISHARES TR - RUS 1000 VAL ETF as of Q4 2023.
ISHARES TR - RUS 1000 VAL ETF (IWD) has 26 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 653K shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (55.7M shares), MORGAN STANLEY (28.2M shares), GOLDMAN SACHS GROUP INC (15.7M shares), FMR LLC (10.7M shares), Financial Engines Advisors L.L.C. (10.1M shares), JPMORGAN CHASE & CO (9.95M shares), JONES FINANCIAL COMPANIES LLLP (8.78M shares), UBS Group AG (7.41M shares), ENVESTNET ASSET MANAGEMENT INC (7.17M shares), and WELLS FARGO & COMPANY/MN (4.91M shares).
This table shows the top 26 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.