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 |
|---|---|---|---|---|---|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
36,760
shares
|
$7.19 Million
1.14% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
36,746
shares
|
$7.19 Million
0.41% of portfolio
|
Q2 2025
Added 36.16%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
36,331
shares
|
$7.11 Million
3.55% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
35,820
shares
|
$7.01 Million
0.22% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
35,723
shares
|
$6.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.6%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
35,675
shares
|
$6.98 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
35,668
shares
|
$6.98 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
34,599
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.57%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
33,908
shares
|
$6.63 Million
0.65% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
33,810
shares
|
$6.62 Million
0.19% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
33,789
shares
|
$6.61 Million
1.23% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
33,693
shares
|
$6.59 Million
4.56% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
33,540
shares
|
$6.56 Million
2.09% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Raub Brock Capital Management LP
|
Jul 23, 2025 Q2 2025 |
33,459
shares
|
$6.55 Million
1.42% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
33,374
shares
|
$6.53 Million
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
33,316
shares
|
$6.52 Million
0.34% of portfolio
|
Q2 2025
Reduced 96.06%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
33,079
shares
|
$6.47 Million
0.28% of portfolio
|
Q2 2025
Added 70.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
33,017
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
32,805
shares
|
$6.42 Million
0.09% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,772
shares
|
$6.41 Million
0.2% of portfolio
|
Q2 2025
Reduced 75.38%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
32,558
shares
|
$6.37 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
32,275
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
32,260
shares
|
$6.31 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
32,134
shares
|
$6.29 Million
2.21% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.27 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|