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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
177,141
shares
|
$35 Million
11.87% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
171,254
shares
|
$33.8 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
170,436
shares
|
$33.7 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.84%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
164,865
shares
|
$32.6 Million
18.63% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$31.2 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
154,323
shares
|
$30.5 Million
2.58% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
153,814
shares
|
$30.4 Million
0.12% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
152,891
shares
|
$30.2 Million
7.9% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
151,865
shares
|
$30 Million
0.12% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
150,553
shares
|
$29.7 Million
0.23% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
146,736
shares
|
$29 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
144,126
shares
|
$28.5 Million
5.56% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
143,676
shares
|
$28.4 Million
3.43% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
143,645
shares
|
$28.4 Million
2.51% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
142,677
shares
|
$28.2 Million
6.24% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
142,547
shares
|
$28.2 Million
0.11% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
141,779
shares
|
$28 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
137,894
shares
|
$27.2 Million
2.48% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
137,035
shares
|
$27.1 Million
0.09% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
136,562
shares
|
$27 Million
16.95% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
136,092
shares
|
$26.9 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
134,765
shares
|
$26.6 Million
20.5% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
133,918
shares
|
$26.4 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
132,614
shares
|
$26.2 Million
8.2% of portfolio
|
Q2 2025
Added 88.9%
|
|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
128,946
shares
|
$25.5 Million
0.58% of portfolio
|
Q1 2025
Reduced 70.68%
|