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 |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
3,264
shares
|
$638,634
0.11% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$635,895
0.16% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,249
shares
|
$635,699
0.02% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,248
shares
|
$635,503
0.01% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$634,525
0.04% of portfolio
|
Q4 2022
Reduced 20.46%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,234
shares
|
$632,764
0.05% of portfolio
|
Q2 2025
Added 174.77%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,214
shares
|
$628,851
0.23% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
3,213
shares
|
$628,655
0.45% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$626,112
0.19% of portfolio
|
Q1 2024
Added 1500.0%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
3,199
shares
|
$625,916
0.35% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,182
shares
|
$622,590
0.22% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,173
shares
|
$620,829
0.02% of portfolio
|
Q2 2025
Reduced 57.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,167
shares
|
$619,655
0.02% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,161
shares
|
$618,481
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
3,159
shares
|
$618,089
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
3,158
shares
|
$617,894
0.04% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
3,157
shares
|
$617,698
0.09% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,156
shares
|
$617,502
0.23% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
3,155
shares
|
$617,307
0.12% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,142
shares
|
$614,763
0.08% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,141
shares
|
$614,568
0.02% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
3,129
shares
|
$612,220
0.09% of portfolio
|
Q2 2025
Reduced 28.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
3,126
shares
|
$611,633
0.49% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,120
shares
|
$610,459
0.05% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
3,119
shares
|
$610,263
0.14% of portfolio
|
Q1 2025
Added 11.99%
|