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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
71
shares
|
$14,386
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
71
shares
|
$14,386
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
70
shares
|
$14,184
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
68
shares
|
$13,778
0.0% of portfolio
|
Q4 2023
Reduced 58.79%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
66
shares
|
$13,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
65
shares
|
$13,170
0.01% of portfolio
|
Q2 2025
Reduced 99.49%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
65
shares
|
$13,170
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
65
shares
|
$13,170
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
63
shares
|
$12,765
0.0% of portfolio
|
Q2 2024
Added 28.57%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
62
shares
|
$12,563
0.0% of portfolio
|
Q2 2025
Reduced 70.48%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
61
shares
|
$12,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
60
shares
|
$12,157
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
58
shares
|
$11,752
0.01% of portfolio
|
Q3 2023
Reduced 63.29%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
58
shares
|
$11,752
0.02% of portfolio
|
Q3 2024
Reduced 96.78%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
58
shares
|
$11,752
0.01% of portfolio
|
Q1 2025
Reduced 61.33%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
56
shares
|
$11,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
51
shares
|
$10,334
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
50
shares
|
$10,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$10,131
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
50
shares
|
$10,131
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
47
shares
|
$9,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
46
shares
|
$9,320
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
42
shares
|
$8,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
41
shares
|
$8,307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
40
shares
|
$8,105
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|