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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
8,362
shares
|
$1.64 Million
1.27% of portfolio
|
Q2 2025
Added 29.7%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,276
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2022
Added 7.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
8,272
shares
|
$1.62 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,270
shares
|
$1.62 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,263
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
8,253
shares
|
$1.61 Million
0.42% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,248
shares
|
$1.61 Million
0.04% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Jul 15, 2025 Q2 2025 |
8,220
shares
|
$1.61 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,218
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.57%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
8,179
shares
|
$1.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,140
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 43.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,138
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,104
shares
|
$1.59 Million
0.87% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8,090
shares
|
$1.58 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,042
shares
|
$1.57 Million
0.27% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
8,036
shares
|
$1.57 Million
1.28% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
8,017
shares
|
$1.57 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,006
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2025
Added 150.11%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,975
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,969
shares
|
$1.56 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
7,963
shares
|
$1.56 Million
0.13% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
7,940
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
7,920
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
7,910
shares
|
$1.55 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
7,898
shares
|
$1.55 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.98%
|