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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
50,568,567
shares
|
$9.99 Billion
0.78% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
38,268,369
shares
|
$7.56 Billion
0.53% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
15,629,692
shares
|
$3.09 Billion
0.49% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,085,957
shares
|
$1.79 Billion
0.13% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
8,759,085
shares
|
$1.73 Billion
3.54% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,960,372
shares
|
$1.57 Billion
0.28% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,542,115
shares
|
$1.29 Billion
0.41% of portfolio
|
Q1 2025
Reduced 16.95%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$995 Million
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,901,855
shares
|
$968 Million
0.36% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,681,498
shares
|
$925 Million
1.76% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,615,805
shares
|
$912 Million
0.2% of portfolio
|
Q1 2025
Reduced 26.55%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,518,369
shares
|
$892 Million
0.13% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,949,393
shares
|
$780 Million
0.3% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
3,804,155
shares
|
$751 Million
2.65% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,666,344
shares
|
$724 Million
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,355,155
shares
|
$663 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,175,934
shares
|
$627 Million
7.86% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
2,674,684
shares
|
$528 Million
16.22% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
2,647,656
shares
|
$523 Million
0.74% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,531,729
shares
|
$500 Million
0.43% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,449,657
shares
|
$484 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,258,411
shares
|
$446 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
2,089,385
shares
|
$413 Million
0.56% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,055,995
shares
|
$406 Million
0.08% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,892,525
shares
|
$374 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.36%
|