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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,502
shares
|
$1.27 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
6,485
shares
|
$1.27 Million
0.28% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
6,485
shares
|
$1.27 Million
0.72% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,476
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
6,468
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,461
shares
|
$1.26 Million
0.24% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
6,446
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,430
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
6,426
shares
|
$1.26 Million
0.65% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
6,407
shares
|
$1.25 Million
3.4% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,407
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,401
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Added 403.22%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,384
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
6,374
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,354
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,349
shares
|
$1.24 Million
0.48% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
6,284
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Added 267.7%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
6,282
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,274
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
6,267
shares
|
$1.23 Million
1.52% of portfolio
|
Q3 2023
Reduced 14.83%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,259
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,222
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
6,218
shares
|
$1.22 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,206
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
6,202
shares
|
$1.21 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.53%
|