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 1,918 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
1,875,445
shares
|
$370 Million
4.92% of portfolio
|
Q1 2025
Reduced 20.44%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,784,053
shares
|
$352 Million
13.72% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,591,418
shares
|
$314 Million
0.5% of portfolio
|
Q1 2025
Added 227.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$263 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
1,289,595
shares
|
$255 Million
14.4% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,251,732
shares
|
$247 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$247 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 29, 2025 Q1 2025 |
1,236,524
shares
|
$244 Million
26.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
1,194,557
shares
|
$236 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,181,842
shares
|
$233 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,173,801
shares
|
$232 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$232 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,168,953
shares
|
$231 Million
0.12% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,092,493
shares
|
$216 Million
0.54% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,015,394
shares
|
$201 Million
0.06% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,003,989
shares
|
$198 Million
0.81% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
977,118
shares
|
$193 Million
0.26% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
950,191
shares
|
$188 Million
0.33% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
941,235
shares
|
$186 Million
0.98% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
935,164
shares
|
$185 Million
0.11% of portfolio
|
Q1 2025
Added 62.28%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
869,533
shares
|
$172 Million
7.75% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
848,496
shares
|
$168 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
846,133
shares
|
$167 Million
6.01% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
794,158
shares
|
$157 Million
10.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
750,163
shares
|
$148 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.08%
|