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 |
|---|---|---|---|---|---|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
13,498
shares
|
$2.64 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
13,432
shares
|
$2.63 Million
0.85% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
13,400
shares
|
$2.62 Million
1.11% of portfolio
|
Q1 2023
Reduced 1.26%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
13,379
shares
|
$2.62 Million
0.11% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
13,379
shares
|
$2.62 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
13,353
shares
|
$2.61 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,348
shares
|
$2.61 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Q3 Asset Management
|
May 01, 2025 Q1 2025 |
13,276
shares
|
$2.6 Million
1.71% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
13,204
shares
|
$2.58 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
13,120
shares
|
$2.57 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
12,972
shares
|
$2.54 Million
0.86% of portfolio
|
Q2 2025
Reduced 50.63%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,909
shares
|
$2.53 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
12,844
shares
|
$2.51 Million
0.1% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
12,822
shares
|
$2.51 Million
0.06% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Aug 04, 2025 Q2 2025 |
12,804
shares
|
$2.51 Million
0.69% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
12,758
shares
|
$2.5 Million
0.59% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
12,689
shares
|
$2.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
12,622
shares
|
$2.47 Million
1.83% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
12,601
shares
|
$2.47 Million
0.65% of portfolio
|
Q4 2023
Reduced 37.31%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
12,553
shares
|
$2.46 Million
2.07% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,387
shares
|
$2.42 Million
0.16% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
12,375
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
12,330
shares
|
$2.41 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,215
shares
|
$2.39 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
12,215
shares
|
$2.39 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.89%
|