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 1,944 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 $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
49,816,823
shares
|
$9.75 Billion
0.73% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
35,679,281
shares
|
$6.98 Billion
0.47% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,482,996
shares
|
$3.03 Billion
0.43% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
9,085,957
shares
|
$1.78 Billion
0.13% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
8,758,071
shares
|
$1.71 Billion
3.41% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,814,256
shares
|
$1.53 Billion
0.27% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
6,599,784
shares
|
$1.29 Billion
0.39% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,275,282
shares
|
$1.03 Billion
1.88% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$986 Million
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,987,282
shares
|
$976 Million
0.21% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,978,791
shares
|
$974 Million
0.35% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,723,508
shares
|
$924 Million
0.13% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
4,165,225
shares
|
$815 Million
0.29% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,931,029
shares
|
$769 Million
2.67% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,666,344
shares
|
$717 Million
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,412,793
shares
|
$668 Million
0.43% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,236,174
shares
|
$633 Million
7.84% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
2,524,684
shares
|
$494 Million
12.31% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,449,657
shares
|
$479 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
2,413,907
shares
|
$472 Million
0.63% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
2,258,411
shares
|
$442 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,059,216
shares
|
$403 Million
0.08% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,037,447
shares
|
$399 Million
0.3% of portfolio
|
Q2 2025
Reduced 19.52%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,996,421
shares
|
$391 Million
0.51% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,805,392
shares
|
$353 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.6%
|