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icono de IWD

iShares Russell 1000 Value ETF
IWD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Epoch Investment Partners
2001
Epoch Investment Partners
New York
– -USD 2.23 M -10,432 Cerradas
Curtis Advisory Group
2002
Curtis Advisory Group
California
– -USD 2.14 M -9,996 Cerradas
Y-Intercept (HK)
2003
Y-Intercept (HK)
Hong Kong
– -USD 2.11 M -9,885 Cerradas
Dymon Asia Capital (Singapore)
2004
Dymon Asia Capital (Singapore)
Singapore
– -USD 1.9 M -8,905 Cerradas
Calamos Advisors
2005
Calamos Advisors
Illinois
– -USD 1.88 M -8,782 Cerradas
Readystate Asset Management
2006
Readystate Asset Management
Illinois
– -USD 1.49 M -6,972 Cerradas
Jump Financial
2007
Jump Financial
Illinois
– -USD 1.35 M -6,341 Cerradas
SkyView Investment Advisors
2008
SkyView Investment Advisors
New Jersey
– -USD 1.28 M -5,975 Cerradas
KMG Fiduciary Partners
2009
KMG Fiduciary Partners
Ohio
– -USD 1.24 M -5,818 Cerradas
Golden State Equity Partners
2010
Golden State Equity Partners
California
– -USD 1.16 M -5,411 Cerradas
Wise Wealth Partners
2011
Wise Wealth Partners
Arizona
– -USD 1.03 M -4,839 Cerradas
Forthright Family Wealth Advisory
2012
Forthright Family Wealth Advisory
Texas
– -USD 694 k -3,876 Cerradas
Miller Investment Management
2013
Miller Investment Management
Pennsylvania
– -USD 720 k -3,368 Cerradas
VCM
2014
Vivaldi Capital Management
Illinois
– -USD 712 k -3,332 Cerradas
Quadrant Private Wealth Management
2015
Quadrant Private Wealth Management
Pennsylvania
– -USD 566 k -2,649 Cerradas
Bingham Private Wealth
2016
Bingham Private Wealth
California
– -USD 545 k -2,549 Cerradas
Hamlin Capital Management
2017
Hamlin Capital Management
New York
– -USD 491 k -2,299 Cerradas
NVWM LLC
2018
NVWM LLC
Pennsylvania
– -USD 458 k -2,144 Cerradas
LWM Advisory Services
2019
LWM Advisory Services
Florida
– -USD 424 k -1,983 Cerradas
Harold Davidson & Associates
2020
Harold Davidson & Associates
California
– -USD 387 k -1,810 Cerradas
MJP Associates
2021
MJP Associates
Connecticut
– -USD 369 k -1,725 Cerradas
Plancorp LLC
2022
Plancorp LLC
Missouri
– -USD 362 k -1,632 Cerradas
Hansen & Associates Financial Group
2023
Hansen & Associates Financial Group
California
– -USD 344 k -1,596 Cerradas
Third View Private Wealth
2024
Third View Private Wealth
Connecticut
– -USD 325 k -1,521 Cerradas
Cardinal Point Capital Management
2025
Cardinal Point Capital Management
Ontario, Canada
– -USD 312 k -1,458 Cerradas
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