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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
56,709
shares
|
$11.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
56,498
shares
|
$11.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
56,382
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
55,974
shares
|
$11 Million
8.04% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
55,451
shares
|
$10.8 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
54,607
shares
|
$10.7 Million
0.03% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
53,650
shares
|
$10.5 Million
0.33% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
53,268
shares
|
$10.4 Million
0.59% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
52,884
shares
|
$10.3 Million
0.09% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$10.3 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
52,620
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
51,645
shares
|
$10.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
51,629
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Added 52.23%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
51,610
shares
|
$10.1 Million
1.78% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
51,562
shares
|
$10.1 Million
3.15% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
51,488
shares
|
$10.1 Million
0.24% of portfolio
|
Q2 2025
Added 107.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
51,141
shares
|
$10 Million
0.88% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$9.87 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
49,711
shares
|
$9.73 Million
1.66% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
48,770
shares
|
$9.54 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
48,512
shares
|
$9.49 Million
4.12% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$9.47 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
48,387
shares
|
$9.47 Million
0.07% of portfolio
|
Q2 2025
Reduced 46.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
48,025
shares
|
$9.4 Million
0.6% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
47,156
shares
|
$9.23 Million
0.81% of portfolio
|
Q2 2025
Added 0.0%
|