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 |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
284
shares
|
$56,090
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
280
shares
|
$55,300
0.02% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
275
shares
|
$54,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
269
shares
|
$53,127
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
269
shares
|
$53,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
265
shares
|
$52,337
0.02% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
260
shares
|
$51,350
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
259
shares
|
$51,152
0.02% of portfolio
|
Q2 2025
Reduced 68.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
253
shares
|
$49,967
0.01% of portfolio
|
Q1 2025
Reduced 21.91%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$49,375
0.01% of portfolio
|
Q3 2023
Reduced 20.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
250
shares
|
$49,375
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
249
shares
|
$49,177
0.01% of portfolio
|
Q2 2024
Added 31.75%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
246
shares
|
$48,585
0.01% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
244
shares
|
$48,190
0.02% of portfolio
|
Q4 2024
Reduced 61.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
234
shares
|
$46,215
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
232
shares
|
$45,820
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$45,227
0.02% of portfolio
|
Q3 2024
Added 536.11%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
224
shares
|
$44,240
0.01% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
223
shares
|
$44,042
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
223
shares
|
$44,042
0.02% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
218
shares
|
$43,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
217
shares
|
$42,857
0.02% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
216
shares
|
$42,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
216
shares
|
$42,660
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
210
shares
|
$41,475
0.0% of portfolio
|
Q1 2025
Added 77.97%
|