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 |
|---|---|---|---|---|---|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
12,199
shares
|
$2.39 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
12,165
shares
|
$2.38 Million
0.49% of portfolio
|
Q2 2025
Added 78.79%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
12,157
shares
|
$2.38 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
12,150
shares
|
$2.38 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
12,000
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,983
shares
|
$2.34 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
11,933
shares
|
$2.33 Million
0.02% of portfolio
|
Q2 2025
Added 1710.77%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
11,875
shares
|
$2.32 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
11,824
shares
|
$2.31 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
11,779
shares
|
$2.3 Million
1.34% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
11,774
shares
|
$2.3 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,389
shares
|
$2.23 Million
0.04% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,343
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
11,324
shares
|
$2.22 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
11,270
shares
|
$2.21 Million
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,233
shares
|
$2.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
11,205
shares
|
$2.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
11,184
shares
|
$2.19 Million
0.41% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
11,177
shares
|
$2.19 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
11,108
shares
|
$2.17 Million
0.46% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
11,047
shares
|
$2.16 Million
0.21% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,925
shares
|
$2.14 Million
0.7% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
10,925
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
10,922
shares
|
$2.14 Million
0.17% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
10,920
shares
|
$2.14 Million
0.03% of portfolio
|
Q2 2025
Added 9.41%
|