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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
36,078
shares
|
$7.13 Million
1.92% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
36,075
shares
|
$7.12 Million
1.21% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
35,786
shares
|
$7.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
35,675
shares
|
$7.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
34,313
shares
|
$6.78 Million
2.27% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
33,925
shares
|
$6.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
33,916
shares
|
$6.7 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
33,800
shares
|
$6.68 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
33,789
shares
|
$6.67 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
33,770
shares
|
$6.67 Million
0.01% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
33,673
shares
|
$6.65 Million
0.12% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
33,641
shares
|
$6.64 Million
0.63% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
33,575
shares
|
$6.63 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
33,459
shares
|
$6.61 Million
1.42% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
33,295
shares
|
$6.58 Million
4.64% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
33,203
shares
|
$6.56 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
33,158
shares
|
$6.55 Million
0.69% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
33,079
shares
|
$6.53 Million
0.28% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
33,078
shares
|
$6.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,772
shares
|
$6.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 75.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
32,651
shares
|
$6.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 84.35%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
32,558
shares
|
$6.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
32,354
shares
|
$6.39 Million
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.33 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|