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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
128,454
shares
|
$25.4 Million
3.18% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
128,272
shares
|
$25.3 Million
0.03% of portfolio
|
Q1 2025
Added 174.69%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
125,095
shares
|
$24.7 Million
0.36% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
124,092
shares
|
$24.5 Million
1.42% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
122,991
shares
|
$24.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
120,773
shares
|
$23.9 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
120,388
shares
|
$23.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
118,409
shares
|
$23.4 Million
3.96% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
117,930
shares
|
$23.3 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
116,215
shares
|
$23 Million
10.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
114,359
shares
|
$22.6 Million
21.36% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
114,125
shares
|
$22.5 Million
6.82% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$22.5 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
113,855
shares
|
$22.5 Million
1.82% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
112,827
shares
|
$22.3 Million
0.54% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
109,364
shares
|
$21.6 Million
2.66% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
108,568
shares
|
$21.4 Million
1.68% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$21.3 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
106,283
shares
|
$21 Million
0.81% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,854
shares
|
$20.9 Million
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
104,888
shares
|
$20.7 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
104,559
shares
|
$20.7 Million
11.7% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
100,624
shares
|
$19.9 Million
0.24% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
100,587
shares
|
$19.9 Million
4.15% of portfolio
|
Q1 2025
Reduced 54.78%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
99,783
shares
|
$19.7 Million
7.56% of portfolio
|
Q2 2025
Reduced 1.39%
|