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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,480
shares
|
$680,896
0.01% of portfolio
|
Q2 2025
Added 31.47%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,472
shares
|
$679,331
0.09% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
3,469
shares
|
$678,744
0.16% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
3,464
shares
|
$677,766
0.22% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
3,458
shares
|
$676,592
0.27% of portfolio
|
Q2 2025
Reduced 21.34%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,442
shares
|
$673,461
0.18% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,438
shares
|
$672,679
0.05% of portfolio
|
Q2 2025
Added 187.7%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,425
shares
|
$670,135
0.04% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
3,397
shares
|
$664,657
0.08% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
3,388
shares
|
$662,896
0.18% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,383
shares
|
$661,917
0.06% of portfolio
|
Q2 2025
Added 179.13%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$661,917
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
3,370
shares
|
$659,374
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
3,368
shares
|
$658,982
0.07% of portfolio
|
Q1 2024
Reduced 30.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
3,363
shares
|
$658,004
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$657,613
0.0% of portfolio
|
Q2 2022
Added 20.08%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
3,353
shares
|
$656,047
0.18% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$655,461
0.08% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
3,324
shares
|
$650,373
0.03% of portfolio
|
Q2 2025
Added 128.45%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
3,316
shares
|
$648,808
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,315
shares
|
$648,612
0.1% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,307
shares
|
$647,047
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,291
shares
|
$643,917
0.03% of portfolio
|
Q3 2022
Added 87.84%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,279
shares
|
$641,569
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
3,275
shares
|
$640,786
0.4% of portfolio
|
Q4 2024
Reduced 1.65%
|