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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,644
shares
|
$908,645
0.06% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,640
shares
|
$907,862
0.06% of portfolio
|
Q3 2022
Added 9.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
4,635
shares
|
$906,884
0.09% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
4,633
shares
|
$906,492
0.13% of portfolio
|
Q2 2025
Reduced 16.6%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
4,630
shares
|
$905,905
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,630
shares
|
$905,905
0.19% of portfolio
|
Q2 2025
Added 40.94%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,599
shares
|
$899,840
0.07% of portfolio
|
Q2 2025
Added 56.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,596
shares
|
$899,253
0.33% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,590
shares
|
$898,079
0.24% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
4,584
shares
|
$896,905
0.16% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,561
shares
|
$892,405
0.31% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,557
shares
|
$891,622
0.0% of portfolio
|
Q4 2022
Added 4.78%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
4,557
shares
|
$891,622
0.01% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
4,534
shares
|
$887,122
1.47% of portfolio
|
Q2 2025
Added 103.96%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,533
shares
|
$886,926
0.07% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
4,518
shares
|
$883,991
0.02% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,510
shares
|
$882,426
0.06% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
4,503
shares
|
$881,056
0.12% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
4,495
shares
|
$879,491
0.17% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,462
shares
|
$873,034
0.03% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,452
shares
|
$871,078
0.04% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
4,409
shares
|
$862,664
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
4,387
shares
|
$858,360
0.16% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,387
shares
|
$858,360
0.15% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,386
shares
|
$858,164
0.26% of portfolio
|
Q2 2025
Reduced 2.47%
|