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 |
|---|---|---|---|---|---|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,204
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 54.79%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,196
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,182
shares
|
$1.01 Million
1.17% of portfolio
|
Q3 2022
Reduced 16.12%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,179
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
5,166
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
5,164
shares
|
$1.01 Million
0.5% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
5,160
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
5,148
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,132
shares
|
$1 Million
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
5,117
shares
|
$1 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
5,089
shares
|
$995,713
0.81% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,085
shares
|
$994,931
0.03% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,077
shares
|
$993,365
0.08% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
5,063
shares
|
$990,626
0.8% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
5,052
shares
|
$988,474
0.14% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
5,050
shares
|
$988,083
0.06% of portfolio
|
Q2 2018
Added 129.44%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
5,044
shares
|
$986,909
0.16% of portfolio
|
Q2 2025
Reduced 54.3%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,041
shares
|
$986,322
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,038
shares
|
$985,735
0.04% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
5,023
shares
|
$982,800
0.21% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,996
shares
|
$977,517
0.05% of portfolio
|
Q2 2025
Added 10.17%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,995
shares
|
$977,321
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
4,990
shares
|
$976,343
0.74% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
4,983
shares
|
$974,973
0.03% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,975
shares
|
$973,408
0.69% of portfolio
|
Q2 2025
Reduced 16.67%
|