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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
383
shares
|
$75,642
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
381
shares
|
$75,247
0.0% of portfolio
|
Q3 2024
Reduced 71.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
378
shares
|
$74,655
0.02% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
378
shares
|
$74,655
0.02% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
377
shares
|
$74,457
0.02% of portfolio
|
Q2 2024
Reduced 66.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
370
shares
|
$73,075
0.06% of portfolio
|
Q4 2018
Reduced 49.32%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
364
shares
|
$71,890
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
349
shares
|
$68,927
0.01% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
346
shares
|
$68,335
0.03% of portfolio
|
Q2 2021
Added 80.21%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
344
shares
|
$67,940
0.01% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
326
shares
|
$64,385
0.02% of portfolio
|
Q4 2024
Added 492.73%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
323
shares
|
$63,792
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
322
shares
|
$63,595
0.0% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
306
shares
|
$60,435
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
305
shares
|
$60,237
0.03% of portfolio
|
Q4 2023
Reduced 42.99%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
304
shares
|
$60,040
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
304
shares
|
$60,040
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
303
shares
|
$59,842
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
301
shares
|
$59,447
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$59,250
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
298
shares
|
$58,855
0.02% of portfolio
|
Q2 2024
Reduced 62.89%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
297
shares
|
$58,657
0.01% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
290
shares
|
$57,275
0.05% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
289
shares
|
$57,077
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
285
shares
|
$56,287
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|