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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,306
shares
|
$451,191
0.04% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,305
shares
|
$450,996
0.03% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,289
shares
|
$447,865
0.16% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,280
shares
|
$446,104
0.01% of portfolio
|
Q2 2025
Added 32.64%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,269
shares
|
$443,952
0.12% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
2,268
shares
|
$443,756
0.07% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
2,268
shares
|
$443,756
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
2,259
shares
|
$441,995
0.04% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,253
shares
|
$440,821
0.05% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,252
shares
|
$440,626
0.01% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
2,250
shares
|
$440,235
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
2,250
shares
|
$440,235
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
2,238
shares
|
$437,887
0.08% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,235
shares
|
$437,300
0.09% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Towercrest Capital Management
Newtown, PA |
Aug 05, 2025 Q2 2025 |
2,235
shares
|
$437,300
0.08% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
2,231
shares
|
$436,517
0.02% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
2,230
shares
|
$436,321
0.13% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
2,229
shares
|
$436,126
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,227
shares
|
$435,734
0.02% of portfolio
|
Q2 2025
Added 30.54%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
2,226
shares
|
$435,539
0.01% of portfolio
|
Q2 2025
Added 49.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,222
shares
|
$434,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
2,221
shares
|
$434,560
0.02% of portfolio
|
Q4 2022
Added 25.41%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,220
shares
|
$434,365
0.0% of portfolio
|
Q2 2025
Reduced 33.67%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,217
shares
|
$433,778
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
2,215
shares
|
$433,386
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|