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 |
|---|---|---|---|---|---|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
67,422
shares
|
$13.2 Million
0.09% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
66,727
shares
|
$13.1 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
66,521
shares
|
$13 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
66,132
shares
|
$12.9 Million
1.25% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
65,852
shares
|
$12.9 Million
5.11% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
65,580
shares
|
$12.8 Million
1.13% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
64,351
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
63,614
shares
|
$12.4 Million
8.1% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
61,226
shares
|
$12 Million
3.34% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60,803
shares
|
$11.9 Million
5.63% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
60,220
shares
|
$11.8 Million
5.51% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
60,000
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
M.D. Sass Investors Services, Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
60,000
shares
|
$11.7 Million
1.1% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
59,301
shares
|
$11.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
59,107
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
58,970
shares
|
$11.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58,746
shares
|
$11.5 Million
6.13% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
58,419
shares
|
$11.4 Million
0.36% of portfolio
|
Q2 2025
Added 60.86%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
57,958
shares
|
$11.3 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
57,861
shares
|
$11.3 Million
4.33% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
57,571
shares
|
$11.3 Million
0.12% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
57,413
shares
|
$11.2 Million
0.24% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
57,347
shares
|
$11.2 Million
0.12% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
56,972
shares
|
$11.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
56,862
shares
|
$11.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.06%
|