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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
7,440
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2025
Reduced 13.38%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
7,388
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
7,380
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
7,364
shares
|
$1.44 Million
0.27% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
7,360
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
7,332
shares
|
$1.43 Million
0.14% of portfolio
|
Q2 2025
Added 17.84%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Jul 30, 2025 Q2 2025 |
7,278
shares
|
$1.42 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
7,267
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7,254
shares
|
$1.42 Million
1.07% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,221
shares
|
$1.41 Million
0.18% of portfolio
|
Q1 2024
Added 277.67%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,204
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
7,182
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Reduced 54.58%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
7,173
shares
|
$1.4 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,172
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,168
shares
|
$1.4 Million
0.11% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
7,149
shares
|
$1.4 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
7,146
shares
|
$1.4 Million
0.07% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
7,145
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
7,133
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 74.14%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,070
shares
|
$1.38 Million
0.69% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
7,046
shares
|
$1.38 Million
0.27% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
6,971
shares
|
$1.36 Million
0.2% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
6,955
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
6,946
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,941
shares
|
$1.36 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.04%
|