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 1,917 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 $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
734
shares
|
$144,965
0.03% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
731
shares
|
$144,372
0.01% of portfolio
|
Q2 2025
Added 320.11%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
730
shares
|
$144,175
0.12% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
727
shares
|
$143,582
0.02% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
725
shares
|
$143,187
0.01% of portfolio
|
Q1 2023
Reduced 3.2%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
711
shares
|
$140,422
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
708
shares
|
$139,830
0.07% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
700
shares
|
$138,250
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
687
shares
|
$135,682
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
685
shares
|
$135,287
0.07% of portfolio
|
Q2 2022
Reduced 95.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
674
shares
|
$133,115
0.06% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
660
shares
|
$130,350
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
659
shares
|
$130,152
0.02% of portfolio
|
Q2 2025
Added 427.2%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
659
shares
|
$130,152
0.01% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
645
shares
|
$127,387
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
629
shares
|
$124,227
0.01% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
618
shares
|
$122,055
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
602
shares
|
$118,895
0.02% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
598
shares
|
$118,105
0.05% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$117,315
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
592
shares
|
$116,920
0.05% of portfolio
|
Q1 2025
Reduced 64.68%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
583
shares
|
$115,142
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
577
shares
|
$113,957
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
558
shares
|
$110,205
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
531
shares
|
$104,872
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|