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 1,918 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
684,004
shares
|
$135 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
675,118
shares
|
$133 Million
7.52% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
624,645
shares
|
$123 Million
1.81% of portfolio
|
Q1 2025
Reduced 9.75%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
607,633
shares
|
$120 Million
2.5% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
549,555
shares
|
$109 Million
0.45% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
547,463
shares
|
$108 Million
0.03% of portfolio
|
Q4 2024
Added 144.29%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
539,180
shares
|
$106 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
536,335
shares
|
$106 Million
0.1% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
508,887
shares
|
$101 Million
0.16% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
462,672
shares
|
$91.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
450,423
shares
|
$89 Million
0.07% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
439,699
shares
|
$86.8 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$86.4 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
418,023
shares
|
$82.6 Million
5.85% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
417,125
shares
|
$82.4 Million
17.21% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
402,213
shares
|
$79.4 Million
0.76% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
400,743
shares
|
$79.1 Million
1.15% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
399,099
shares
|
$78.8 Million
0.25% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
397,810
shares
|
$78.6 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
385,699
shares
|
$76.2 Million
1.07% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
384,195
shares
|
$75.9 Million
8.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$75.7 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
368,369
shares
|
$72.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
367,037
shares
|
$72.5 Million
4.49% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$72 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|