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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,853
shares
|
$1.54 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
7,842
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
7,836
shares
|
$1.53 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
7,818
shares
|
$1.53 Million
1.12% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
7,813
shares
|
$1.53 Million
0.36% of portfolio
|
Q2 2025
Added 7.06%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
7,799
shares
|
$1.53 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
7,776
shares
|
$1.52 Million
0.17% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
7,752
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Added 26.11%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
7,750
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,744
shares
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
Reduced 80.97%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
7,721
shares
|
$1.51 Million
1.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
7,691
shares
|
$1.5 Million
0.31% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
7,621
shares
|
$1.49 Million
0.24% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
7,616
shares
|
$1.49 Million
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
7,584
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
David Kennon Inc
Sarasota, FL |
Jul 16, 2025 Q2 2025 |
7,557
shares
|
$1.48 Million
0.61% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
7,555
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
7,552
shares
|
$1.48 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.09%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,527
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2022
Reduced 3.19%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
7,500
shares
|
$1.47 Million
0.35% of portfolio
|
Q4 2021
New holding
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
7,495
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
7,473
shares
|
$1.46 Million
0.57% of portfolio
|
Q4 2024
Reduced 62.52%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
7,468
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 56.14%
|