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 |
|---|---|---|---|---|---|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
56,005
shares
|
$11.1 Million
0.51% of portfolio
|
Q1 2025
Added 162.32%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
55,974
shares
|
$11.1 Million
8.04% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
55,659
shares
|
$11 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
55,635
shares
|
$11 Million
4.38% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
53,642
shares
|
$10.6 Million
0.36% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
53,268
shares
|
$10.5 Million
0.59% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
53,211
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$10.4 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
52,662
shares
|
$10.4 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
51,645
shares
|
$10.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
51,610
shares
|
$10.2 Million
1.78% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
51,562
shares
|
$10.2 Million
3.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
51,507
shares
|
$10.2 Million
0.09% of portfolio
|
Q1 2025
Added 13.17%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
51,488
shares
|
$10.2 Million
0.24% of portfolio
|
Q2 2025
Added 107.15%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
51,196
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
51,141
shares
|
$10.1 Million
0.88% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$9.96 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
50,238
shares
|
$9.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
49,711
shares
|
$9.82 Million
1.66% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
49,692
shares
|
$9.81 Million
0.17% of portfolio
|
Q1 2025
Reduced 43.24%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
48,512
shares
|
$9.58 Million
4.12% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$9.56 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
48,319
shares
|
$9.54 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
48,025
shares
|
$9.48 Million
0.6% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
47,395
shares
|
$9.36 Million
0.02% of portfolio
|
Q1 2025
Reduced 28.25%
|