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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,542
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
5,519
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
5,517
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
5,513
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2025
Reduced 30.62%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,503
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,491
shares
|
$1.07 Million
0.13% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
5,488
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
5,462
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,369
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
5,362
shares
|
$1.05 Million
0.3% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,358
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
5,357
shares
|
$1.05 Million
0.46% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
5,342
shares
|
$1.05 Million
0.32% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
5,335
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,331
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
5,320
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,312
shares
|
$1.04 Million
0.45% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
5,300
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,268
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
5,264
shares
|
$1.03 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
5,249
shares
|
$1.03 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
5,229
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,219
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Jul 22, 2025 Q2 2025 |
5,216
shares
|
$1.02 Million
0.76% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
5,204
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.14%
|