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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$7,902
0.0% of portfolio
|
Q2 2025
Reduced 36.07%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
38
shares
|
$7,699
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
36
shares
|
$7,294
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
36
shares
|
$7,294
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
35
shares
|
$7,092
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
35
shares
|
$7,092
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
32
shares
|
$6,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,484
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$6,078
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
29
shares
|
$5,876
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
29
shares
|
$5,876
0.0% of portfolio
|
Q1 2025
Reduced 82.21%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,471
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$5,065
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$5,065
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
25
shares
|
$5,065
0.0% of portfolio
|
Q4 2024
Reduced 57.63%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23
shares
|
$4,660
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
23
shares
|
$4,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
21
shares
|
$4,255
0.0% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$4,052
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$4,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$4,052
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
16
shares
|
$3,242
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
16
shares
|
$3,242
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
14
shares
|
$2,836
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
8
shares
|
$1,621
0.0% of portfolio
|
Q2 2025
Reduced 96.3%
|