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 1,916 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 |
|---|---|---|---|---|---|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
61
shares
|
$12,047
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
60
shares
|
$11,850
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
60
shares
|
$11,850
0.0% of portfolio
|
Q4 2024
Added 53.85%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
58
shares
|
$11,455
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,455
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
58
shares
|
$11,455
0.01% of portfolio
|
Q1 2025
Reduced 61.33%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
56
shares
|
$11,060
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
55
shares
|
$10,862
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$9,875
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
49
shares
|
$9,677
0.0% of portfolio
|
Q4 2022
Reduced 88.84%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
47
shares
|
$9,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$9,085
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
42
shares
|
$8,295
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
41
shares
|
$8,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
40
shares
|
$7,900
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$7,702
0.0% of portfolio
|
Q2 2025
Reduced 36.07%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
38
shares
|
$7,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
37
shares
|
$7,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
36
shares
|
$7,110
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
32
shares
|
$6,320
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,320
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$5,925
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
29
shares
|
$5,727
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
29
shares
|
$5,727
0.0% of portfolio
|
Q1 2025
Reduced 82.21%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,332
0.0% of portfolio
|
Q2 2022
Added 3.85%
|