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 |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
6,200
shares
|
$1.21 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.49%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
6,145
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
6,140
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
6,119
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,116
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,116
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
6,115
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,085
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,080
shares
|
$1.19 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jul 03, 2025 Q2 2025 |
6,078
shares
|
$1.19 Million
0.21% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
6,049
shares
|
$1.18 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
6,024
shares
|
$1.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,008
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
6,005
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,994
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 57.2%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,986
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,984
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,982
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.8%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,975
shares
|
$1.17 Million
0.26% of portfolio
|
Q1 2022
Reduced 3.69%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,975
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Capital International Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,945
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.96%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
5,920
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
5,906
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,896
shares
|
$1.15 Million
0.19% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,885
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.16%
|