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 |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
210
shares
|
$41,475
0.0% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
207
shares
|
$40,882
0.03% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
201
shares
|
$39,697
0.01% of portfolio
|
Q1 2025
Reduced 44.32%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
200
shares
|
$39,500
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
190
shares
|
$37,525
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$36,537
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
185
shares
|
$36,537
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
183
shares
|
$36,142
0.01% of portfolio
|
Q3 2024
Added 157.75%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
180
shares
|
$35,550
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
178
shares
|
$35,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
177
shares
|
$34,957
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
172
shares
|
$33,970
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
170
shares
|
$33,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
169
shares
|
$33,377
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
164
shares
|
$32,390
0.0% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
164
shares
|
$32,390
0.01% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
162
shares
|
$31,995
0.01% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$31,600
0.01% of portfolio
|
Q4 2022
Added 1130.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
160
shares
|
$31,600
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$29,822
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
150
shares
|
$29,625
0.01% of portfolio
|
Q3 2020
Reduced 25.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$28,835
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
145
shares
|
$28,637
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
145
shares
|
$28,637
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
143
shares
|
$28,242
0.01% of portfolio
|
Q1 2025
Reduced 69.05%
|