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 1,918 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wind River Trust CO
|
May 15, 2025 Q1 2025 |
241,731
shares
|
$47.7 Million
19.51% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
235,430
shares
|
$46.5 Million
2.68% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
229,184
shares
|
$45.3 Million
0.16% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
227,071
shares
|
$44.8 Million
1.9% of portfolio
|
Q1 2025
Reduced 22.44%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
221,946
shares
|
$43.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
221,171
shares
|
$43.7 Million
5.92% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
220,143
shares
|
$43.5 Million
0.13% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
218,926
shares
|
$43.2 Million
0.25% of portfolio
|
Q1 2025
Added 103.97%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
215,741
shares
|
$42.6 Million
4.94% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
May 15, 2025 Q1 2025 |
210,233
shares
|
$41.5 Million
1.25% of portfolio
|
Q3 2020
Reduced 2.03%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
208,802
shares
|
$41.2 Million
4.36% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
207,211
shares
|
$40.9 Million
0.96% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
206,816
shares
|
$40.8 Million
6.09% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
197,132
shares
|
$38.9 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
193,497
shares
|
$38.2 Million
0.46% of portfolio
|
Q1 2025
Added 41.74%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
192,985
shares
|
$38.1 Million
2.67% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
190,649
shares
|
$37.7 Million
0.08% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
190,353
shares
|
$37.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
189,828
shares
|
$37.5 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
189,068
shares
|
$37.3 Million
1.22% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
185,424
shares
|
$36.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.61%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
181,584
shares
|
$35.9 Million
0.29% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
180,085
shares
|
$35.6 Million
6.53% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
178,920
shares
|
$35.3 Million
0.07% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
178,673
shares
|
$35.3 Million
0.8% of portfolio
|
Q1 2025
Added 558.46%
|