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 1,918 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
99,359
shares
|
$19.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 70.19%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$19.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
97,521
shares
|
$19.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
97,228
shares
|
$19.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
94,006
shares
|
$18.6 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
93,356
shares
|
$18.4 Million
0.06% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
92,886
shares
|
$18.3 Million
0.22% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
92,069
shares
|
$18.2 Million
5.59% of portfolio
|
Q3 2024
Added 2209.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
90,259
shares
|
$17.8 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
90,062
shares
|
$17.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 48.3%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
88,017
shares
|
$17.4 Million
2.24% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
86,939
shares
|
$17.2 Million
0.16% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
86,743
shares
|
$17.1 Million
2.27% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
86,064
shares
|
$17 Million
8.67% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
85,768
shares
|
$16.9 Million
2.42% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
85,096
shares
|
$16.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 43.17%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
84,917
shares
|
$16.8 Million
4.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
84,363
shares
|
$16.7 Million
0.12% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,282
shares
|
$16.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 71.28%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
83,898
shares
|
$16.6 Million
1.23% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
83,438
shares
|
$16.5 Million
1.18% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$16.5 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
82,619
shares
|
$16.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$16.2 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
81,051
shares
|
$16 Million
0.78% of portfolio
|
Q1 2025
Added 2.52%
|