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 |
|---|---|---|---|---|---|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,621
shares
|
$512,824
0.03% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
2,621
shares
|
$512,824
0.11% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,621
shares
|
$512,824
0.24% of portfolio
|
Q2 2023
Reduced 50.23%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
2,617
shares
|
$512,042
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
2,610
shares
|
$510,672
0.04% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
2,596
shares
|
$507,933
0.09% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,576
shares
|
$504,020
0.09% of portfolio
|
Q3 2023
Reduced 3.09%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
2,575
shares
|
$503,824
0.14% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
2,573
shares
|
$503,433
0.09% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
2,569
shares
|
$502,650
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
2,540
shares
|
$496,976
0.04% of portfolio
|
Q2 2025
Reduced 19.37%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
2,535
shares
|
$495,998
0.1% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
2,520
shares
|
$493,063
0.14% of portfolio
|
Q4 2021
Reduced 52.54%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
2,517
shares
|
$492,476
0.11% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,511
shares
|
$491,302
0.28% of portfolio
|
Q1 2024
Added 29.5%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
2,506
shares
|
$490,323
0.04% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
2,498
shares
|
$488,758
0.02% of portfolio
|
Q2 2025
Added 83.27%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,497
shares
|
$488,563
0.24% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,496
shares
|
$488,367
0.44% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,490
shares
|
$487,193
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
2,487
shares
|
$486,606
0.07% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,478
shares
|
$484,845
0.06% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,478
shares
|
$484,845
0.1% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
2,453
shares
|
$479,953
0.04% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
2,424
shares
|
$474,279
0.02% of portfolio
|
Q2 2025
Added 20.54%
|