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 1,917 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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
47,154
shares
|
$9.31 Million
0.85% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
47,075
shares
|
$9.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
47,054
shares
|
$9.29 Million
0.11% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
46,934
shares
|
$9.27 Million
0.0% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
46,304
shares
|
$9.15 Million
0.11% of portfolio
|
Q4 2022
Added 265.61%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
46,157
shares
|
$9.12 Million
1.38% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
45,918
shares
|
$9.07 Million
0.25% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,343
shares
|
$8.96 Million
0.26% of portfolio
|
Q3 2022
Reduced 18.04%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
45,174
shares
|
$8.92 Million
0.06% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
44,943
shares
|
$8.88 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
44,911
shares
|
$8.87 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
44,658
shares
|
$8.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
44,407
shares
|
$8.77 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
44,268
shares
|
$8.74 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
43,869
shares
|
$8.66 Million
2.93% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
43,719
shares
|
$8.63 Million
0.05% of portfolio
|
Q1 2025
Reduced 84.93%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
43,530
shares
|
$8.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
43,104
shares
|
$8.51 Million
0.84% of portfolio
|
Q2 2025
Added 28.11%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
43,002
shares
|
$8.49 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
42,734
shares
|
$8.44 Million
0.56% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
42,506
shares
|
$8.39 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
42,442
shares
|
$8.38 Million
0.89% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
42,146
shares
|
$8.32 Million
2.53% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
41,887
shares
|
$8.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
41,323
shares
|
$8.16 Million
0.02% of portfolio
|
Q1 2025
Reduced 70.1%
|