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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,165
shares
|
$1.99 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,161
shares
|
$1.99 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
10,150
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jul 23, 2025 Q2 2025 |
10,117
shares
|
$1.98 Million
1.33% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
10,116
shares
|
$1.98 Million
0.74% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
10,058
shares
|
$1.97 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
10,033
shares
|
$1.96 Million
0.06% of portfolio
|
Q2 2025
Added 15.69%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
10,013
shares
|
$1.96 Million
0.24% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
9,999
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
9,959
shares
|
$1.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
9,953
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,893
shares
|
$1.94 Million
0.91% of portfolio
|
Q2 2022
Reduced 3.04%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
9,859
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
9,770
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
9,766
shares
|
$1.91 Million
0.45% of portfolio
|
Q4 2022
Added 38.04%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
9,669
shares
|
$1.89 Million
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
9,599
shares
|
$1.88 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,593
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
9,537
shares
|
$1.87 Million
1.61% of portfolio
|
Q2 2025
Reduced 13.14%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
9,522
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
9,497
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.32%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
9,458
shares
|
$1.85 Million
0.19% of portfolio
|
Q2 2025
Reduced 34.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
9,447
shares
|
$1.85 Million
0.11% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
9,359
shares
|
$1.83 Million
0.38% of portfolio
|
Q2 2022
Reduced 17.06%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
9,317
shares
|
$1.82 Million
0.7% of portfolio
|
Q2 2025
Reduced 4.98%
|