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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,413
shares
|
$472,127
0.02% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,413
shares
|
$472,127
0.22% of portfolio
|
Q2 2024
Added 7.44%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,411
shares
|
$471,736
0.04% of portfolio
|
Q2 2025
Added 10.04%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,402
shares
|
$469,975
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
2,401
shares
|
$469,779
0.1% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,381
shares
|
$465,866
0.14% of portfolio
|
Q2 2022
Added 3.93%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,378
shares
|
$465,279
0.24% of portfolio
|
Q2 2022
Added 0.89%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,378
shares
|
$465,279
0.09% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
2,364
shares
|
$462,540
0.2% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
2,360
shares
|
$461,757
0.08% of portfolio
|
Q1 2023
Added 12.38%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
2,347
shares
|
$459,214
0.05% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
2,340
shares
|
$457,844
0.11% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,337
shares
|
$457,257
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
2,337
shares
|
$457,257
0.02% of portfolio
|
Q2 2025
Reduced 64.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,336
shares
|
$457,061
0.01% of portfolio
|
Q2 2025
Added 419.11%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
2,335
shares
|
$456,866
0.16% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,328
shares
|
$455,496
0.03% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
2,325
shares
|
$454,909
0.09% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,324
shares
|
$454,713
0.31% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Ht Partners LLC
|
Jul 21, 2025 Q2 2025 |
2,322
shares
|
$454,322
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
2,316
shares
|
$453,148
0.14% of portfolio
|
Q2 2025
Added 40.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,315
shares
|
$452,952
0.06% of portfolio
|
Q4 2024
Added 53.72%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
2,314
shares
|
$452,757
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,311
shares
|
$452,170
0.04% of portfolio
|
Q2 2025
Reduced 37.59%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Aug 13, 2025 Q2 2025 |
2,310
shares
|
$451,974
0.28% of portfolio
|
Q2 2025
New holding
|