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 1,944 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
17,279
shares
|
$3.38 Million
0.09% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
17,251
shares
|
$3.38 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
17,140
shares
|
$3.35 Million
0.59% of portfolio
|
Q2 2025
Added 40.69%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,052
shares
|
$3.34 Million
0.25% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
17,035
shares
|
$3.33 Million
0.5% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,920
shares
|
$3.31 Million
0.41% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
16,769
shares
|
$3.28 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
16,767
shares
|
$3.28 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,562
shares
|
$3.24 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
16,413
shares
|
$3.21 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.42%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
16,405
shares
|
$3.21 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
16,382
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Donald Smith & Co., Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
16,300
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,203
shares
|
$3.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
16,184
shares
|
$3.17 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
16,146
shares
|
$3.16 Million
0.11% of portfolio
|
Q2 2025
Added 146.24%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
16,066
shares
|
$3.14 Million
0.12% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
15,943
shares
|
$3.12 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
15,929
shares
|
$3.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
15,868
shares
|
$3.1 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
15,787
shares
|
$3.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
15,741
shares
|
$3.08 Million
0.39% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
15,727
shares
|
$3.08 Million
0.29% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,712
shares
|
$3.07 Million
0.2% of portfolio
|
Q4 2022
Added 550.33%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
15,630
shares
|
$3.06 Million
1.63% of portfolio
|
Q2 2024
Reduced 1.88%
|