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 |
|---|---|---|---|---|---|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
80,642
shares
|
$15.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
80,129
shares
|
$15.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
80,022
shares
|
$15.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
79,798
shares
|
$15.8 Million
1.98% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
79,351
shares
|
$15.7 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
78,120
shares
|
$15.4 Million
0.84% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
77,708
shares
|
$15.3 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
76,205
shares
|
$15.1 Million
0.18% of portfolio
|
Q1 2025
Added 437.0%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
76,069
shares
|
$15 Million
15.21% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$14.9 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
75,524
shares
|
$14.9 Million
4.3% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
75,263
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
73,724
shares
|
$14.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 19.04%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
73,481
shares
|
$14.5 Million
0.53% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$14.5 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
73,060
shares
|
$14.4 Million
4.47% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,326
shares
|
$14.3 Million
0.07% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
70,000
shares
|
$13.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
69,795
shares
|
$13.8 Million
1.0% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
69,427
shares
|
$13.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
68,544
shares
|
$13.5 Million
9.24% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
68,500
shares
|
$13.5 Million
0.07% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
68,456
shares
|
$13.5 Million
2.17% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
67,927
shares
|
$13.4 Million
2.26% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
67,895
shares
|
$13.4 Million
1.28% of portfolio
|
Q1 2025
Added 20.66%
|