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 |
|---|---|---|---|---|---|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
3,113
shares
|
$609,089
0.37% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,105
shares
|
$607,524
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
3,102
shares
|
$606,937
0.14% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,102
shares
|
$606,937
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,099
shares
|
$606,350
0.14% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
3,085
shares
|
$603,611
0.02% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,078
shares
|
$602,241
0.1% of portfolio
|
Q2 2025
Added 78.13%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
3,069
shares
|
$600,480
0.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,063
shares
|
$599,306
0.15% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
3,059
shares
|
$598,523
0.06% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
3,044
shares
|
$595,589
0.03% of portfolio
|
Q2 2025
Added 29.97%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
3,043
shares
|
$595,393
0.16% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
3,043
shares
|
$595,393
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
3,028
shares
|
$592,458
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,011
shares
|
$589,132
0.22% of portfolio
|
Q1 2025
Added 30.49%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
3,004
shares
|
$587,762
0.0% of portfolio
|
Q2 2025
Added 43.46%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
2,996
shares
|
$586,197
0.13% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
2,994
shares
|
$585,806
0.22% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,993
shares
|
$585,610
0.05% of portfolio
|
Q2 2025
Reduced 29.09%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,985
shares
|
$584,045
0.15% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,977
shares
|
$582,479
0.01% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
2,975
shares
|
$582,088
0.81% of portfolio
|
Q2 2025
Added 12.9%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
2,971
shares
|
$581,305
0.38% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
2,970
shares
|
$581,110
0.11% of portfolio
|
Q1 2024
Added 20.73%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
2,967
shares
|
$580,523
0.16% of portfolio
|
Q3 2023
Reduced 5.9%
|