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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,928
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
6,921
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
6,911
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
6,902
shares
|
$1.35 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
6,861
shares
|
$1.34 Million
0.97% of portfolio
|
Q2 2024
Reduced 37.94%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,831
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
6,783
shares
|
$1.33 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,775
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
6,771
shares
|
$1.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 53.84%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,755
shares
|
$1.32 Million
0.13% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
6,739
shares
|
$1.32 Million
0.81% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,734
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2025
Added 31.55%
|
|
|
London CO Of Virginia
Richmond, VA |
Aug 14, 2025 Q2 2025 |
6,704
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 84.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
6,658
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 85.18%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
6,629
shares
|
$1.3 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
6,611
shares
|
$1.29 Million
0.5% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
6,597
shares
|
$1.29 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,597
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,551
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
6,551
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 56.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,545
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jul 29, 2025 Q2 2025 |
6,537
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
6,530
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.32%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,521
shares
|
$1.28 Million
0.16% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,502
shares
|
$1.27 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.02%
|