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 1,916 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
67,545
shares
|
$13.3 Million
3.76% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
66,727
shares
|
$13.2 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
66,521
shares
|
$13.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
65,753
shares
|
$13 Million
1.35% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
65,580
shares
|
$13 Million
1.13% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
65,571
shares
|
$13 Million
0.09% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
65,259
shares
|
$12.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 72.91%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
64,857
shares
|
$12.8 Million
5.31% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
64,177
shares
|
$12.7 Million
0.05% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
63,614
shares
|
$12.6 Million
8.1% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
61,519
shares
|
$12.2 Million
3.72% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
60,634
shares
|
$12 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
60,259
shares
|
$11.9 Million
0.32% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
60,220
shares
|
$11.9 Million
5.51% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
60,000
shares
|
$11.9 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Insight 2811, Inc.
Chicago, IL |
May 12, 2025 Q1 2025 |
59,566
shares
|
$11.8 Million
5.64% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58,746
shares
|
$11.6 Million
6.13% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
58,710
shares
|
$11.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
58,228
shares
|
$11.5 Million
1.06% of portfolio
|
Q1 2025
Reduced 70.56%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
57,958
shares
|
$11.4 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
57,243
shares
|
$11.3 Million
0.49% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
56,896
shares
|
$11.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
56,765
shares
|
$11.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
56,711
shares
|
$11.2 Million
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
56,487
shares
|
$11.2 Million
0.17% of portfolio
|
Q4 2022
Reduced 12.91%
|