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 1,918 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
359,893
shares
|
$71.1 Million
18.81% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
359,247
shares
|
$71 Million
0.96% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
339,687
shares
|
$67.1 Million
11.07% of portfolio
|
Q2 2025
Added 716.95%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
333,681
shares
|
$65.9 Million
3.98% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
326,012
shares
|
$64.4 Million
0.47% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
324,419
shares
|
$64.1 Million
0.85% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
322,231
shares
|
$63.6 Million
0.38% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
319,708
shares
|
$63.1 Million
0.55% of portfolio
|
Q1 2025
Added 26.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
312,937
shares
|
$61.8 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
312,802
shares
|
$61.8 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
309,687
shares
|
$61.2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Coho Partners, Ltd.
|
Apr 22, 2025 Q1 2025 |
306,766
shares
|
$60.6 Million
3.57% of portfolio
|
Q1 2025
Added 44.52%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
296,034
shares
|
$58.5 Million
5.53% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
292,615
shares
|
$57.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
290,291
shares
|
$57.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$55.5 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
273,773
shares
|
$54.1 Million
17.0% of portfolio
|
Q1 2025
Added 77.91%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
272,067
shares
|
$53.7 Million
14.5% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
May 13, 2025 Q1 2025 |
268,699
shares
|
$53.1 Million
0.38% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
268,291
shares
|
$53 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.6%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
263,807
shares
|
$52.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.54%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
262,024
shares
|
$51.7 Million
1.77% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
261,033
shares
|
$51.6 Million
17.62% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
256,132
shares
|
$50.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
244,111
shares
|
$48.2 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.65%
|