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 1,947 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 |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
3,658
shares
|
$715,724
0.06% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,652
shares
|
$714,550
0.2% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3,651
shares
|
$714,354
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
3,645
shares
|
$713,180
0.37% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,627
shares
|
$709,658
0.07% of portfolio
|
Q2 2023
Added 36.92%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,610
shares
|
$706,332
0.1% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,609
shares
|
$706,136
0.01% of portfolio
|
Q2 2025
Added 113.55%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
3,604
shares
|
$705,158
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,580
shares
|
$700,462
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,578
shares
|
$700,071
0.29% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,577
shares
|
$699,875
0.06% of portfolio
|
Q2 2025
Added 70.09%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
3,574
shares
|
$699,288
0.43% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,572
shares
|
$698,897
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
3,572
shares
|
$698,897
0.32% of portfolio
|
Q2 2025
Added 25.03%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,567
shares
|
$697,919
0.06% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
3,563
shares
|
$697,136
0.19% of portfolio
|
Q2 2025
Added 49.39%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
3,550
shares
|
$694,593
0.1% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
3,542
shares
|
$693,027
0.39% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
3,539
shares
|
$692,440
0.05% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
3,533
shares
|
$691,266
0.24% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
3,528
shares
|
$690,288
0.14% of portfolio
|
Q3 2017
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
3,525
shares
|
$689,701
0.16% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
3,498
shares
|
$684,418
0.04% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
3,496
shares
|
$684,027
0.01% of portfolio
|
Q2 2025
Reduced 45.71%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
3,489
shares
|
$682,657
0.21% of portfolio
|
Q2 2025
Reduced 70.39%
|