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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
143
shares
|
$28,242
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
140
shares
|
$27,650
0.0% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
138
shares
|
$27,255
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
136
shares
|
$26,860
0.0% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
135
shares
|
$26,662
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
135
shares
|
$26,662
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
132
shares
|
$26,070
0.0% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
131
shares
|
$25,872
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
131
shares
|
$25,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
130
shares
|
$25,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
130
shares
|
$25,675
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$25,082
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
126
shares
|
$24,885
0.01% of portfolio
|
Q4 2024
Added 129.09%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
124
shares
|
$24,490
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
123
shares
|
$24,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
123
shares
|
$24,292
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
122
shares
|
$24,095
0.01% of portfolio
|
Q1 2025
Reduced 51.78%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$24,095
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
122
shares
|
$24,095
0.02% of portfolio
|
Q1 2025
Added 1009.09%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
119
shares
|
$23,502
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
118
shares
|
$23,305
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
117
shares
|
$23,107
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
116
shares
|
$22,910
0.01% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
110
shares
|
$21,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
108
shares
|
$21,330
0.08% of portfolio
|
Q3 2024
New holding
|