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 |
|---|---|---|---|---|---|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
41,982
shares
|
$8.21 Million
0.94% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,949
shares
|
$8.01 Million
0.04% of portfolio
|
Q2 2025
Added 59.18%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
40,887
shares
|
$8 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
40,755
shares
|
$7.97 Million
0.0% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
40,675
shares
|
$7.96 Million
0.1% of portfolio
|
Q2 2025
Reduced 82.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
40,643
shares
|
$7.95 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
39,702
shares
|
$7.77 Million
0.28% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
39,530
shares
|
$7.73 Million
0.16% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
39,162
shares
|
$7.66 Million
2.06% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
39,159
shares
|
$7.66 Million
1.57% of portfolio
|
Q4 2023
Added 3.41%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
39,117
shares
|
$7.65 Million
0.8% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,023
shares
|
$7.64 Million
0.15% of portfolio
|
Q3 2022
Added 172.45%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
38,902
shares
|
$7.61 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
38,854
shares
|
$7.6 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
38,451
shares
|
$7.52 Million
1.75% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
38,429
shares
|
$7.52 Million
0.14% of portfolio
|
Q1 2025
Added 12.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,407
shares
|
$7.51 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
38,394
shares
|
$7.51 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.46 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.46 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
38,057
shares
|
$7.45 Million
0.09% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
37,777
shares
|
$7.39 Million
0.22% of portfolio
|
Q2 2025
Added 14.11%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
37,023
shares
|
$7.24 Million
1.12% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36,986
shares
|
$7.24 Million
0.51% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
36,936
shares
|
$7.23 Million
0.16% of portfolio
|
Q2 2025
Added 2.26%
|