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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
32,057
shares
|
$6.33 Million
0.27% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
31,998
shares
|
$6.32 Million
2.24% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,983
shares
|
$6.32 Million
0.46% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
31,982
shares
|
$6.32 Million
0.2% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
31,900
shares
|
$6.3 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
31,846
shares
|
$6.29 Million
2.85% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
31,519
shares
|
$6.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
31,399
shares
|
$6.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$6.19 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
31,216
shares
|
$6.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.44%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,835
shares
|
$6.09 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,732
shares
|
$6.07 Million
0.19% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
30,641
shares
|
$6.05 Million
0.17% of portfolio
|
Q4 2024
Added 15.24%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
30,615
shares
|
$6.05 Million
4.49% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
30,583
shares
|
$6.04 Million
0.73% of portfolio
|
Q1 2025
Added 17.78%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
30,473
shares
|
$6.02 Million
0.25% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
30,185
shares
|
$5.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 30.9%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
29,876
shares
|
$5.9 Million
0.27% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
29,796
shares
|
$5.88 Million
2.82% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
29,795
shares
|
$5.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
29,735
shares
|
$5.87 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
29,731
shares
|
$5.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
29,678
shares
|
$5.86 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29,555
shares
|
$5.84 Million
0.1% of portfolio
|
Q2 2025
Added 139.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
29,232
shares
|
$5.77 Million
0.37% of portfolio
|
Q1 2025
Added 1.04%
|