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 1,950 institutions that hold shares in the stock, with a total of 267 Million shares, which have been reported (via 13F filing form) to have a value of $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
119
shares
|
$24,112
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
117
shares
|
$23,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
113
shares
|
$22,897
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
108
shares
|
$21,884
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
108
shares
|
$21,884
0.01% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
108
shares
|
$21,884
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
106
shares
|
$21,478
0.01% of portfolio
|
Q4 2024
Reduced 95.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
106
shares
|
$21,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
106
shares
|
$21,478
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
103
shares
|
$20,870
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
103
shares
|
$20,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$20,263
0.0% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$20,263
0.0% of portfolio
|
Q2 2025
Added 47.06%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
100
shares
|
$20,263
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
99
shares
|
$20,060
0.01% of portfolio
|
Q2 2025
Reduced 59.92%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
99
shares
|
$20,060
0.01% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
99
shares
|
$20,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$19,655
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
96
shares
|
$19,452
0.0% of portfolio
|
Q1 2024
Reduced 18.64%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
95
shares
|
$19,249
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$18,641
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
91
shares
|
$18,439
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
87
shares
|
$17,628
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
85
shares
|
$17,223
0.01% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$14,386
0.01% of portfolio
|
Q3 2022
Reduced 58.96%
|