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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
40,994
shares
|
$8.1 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
40,961
shares
|
$8.09 Million
0.62% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
40,950
shares
|
$8.09 Million
0.06% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
40,694
shares
|
$8.04 Million
0.34% of portfolio
|
Q1 2025
Reduced 67.52%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
40,272
shares
|
$7.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
39,855
shares
|
$7.87 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
39,530
shares
|
$7.81 Million
0.16% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
39,430
shares
|
$7.79 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
39,416
shares
|
$7.78 Million
1.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
39,162
shares
|
$7.73 Million
2.06% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
39,159
shares
|
$7.73 Million
1.57% of portfolio
|
Q4 2023
Added 3.41%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
39,117
shares
|
$7.73 Million
0.8% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,023
shares
|
$7.71 Million
0.15% of portfolio
|
Q3 2022
Added 172.45%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
38,535
shares
|
$7.61 Million
0.29% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
38,451
shares
|
$7.59 Million
1.86% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
38,429
shares
|
$7.59 Million
0.14% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,407
shares
|
$7.59 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.53 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.53 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
38,126
shares
|
$7.53 Million
0.0% of portfolio
|
Q4 2023
Reduced 10.25%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
May 08, 2025 Q1 2025 |
37,504
shares
|
$7.41 Million
7.63% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
36,760
shares
|
$7.26 Million
1.14% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
36,331
shares
|
$7.18 Million
3.55% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
36,317
shares
|
$7.17 Million
0.27% of portfolio
|
Q1 2025
Added 70.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
36,120
shares
|
$7.13 Million
0.22% of portfolio
|
Q1 2025
Added 21.6%
|