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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
32,057
shares
|
$6.27 Million
0.27% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
31,857
shares
|
$6.23 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
31,797
shares
|
$6.22 Million
0.12% of portfolio
|
Q2 2025
Reduced 82.2%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
31,683
shares
|
$6.2 Million
4.34% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
31,487
shares
|
$6.16 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
31,469
shares
|
$6.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
31,440
shares
|
$6.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$6.13 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
31,293
shares
|
$6.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,161
shares
|
$6.1 Million
0.19% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
30,835
shares
|
$6.03 Million
1.36% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
30,473
shares
|
$5.96 Million
0.25% of portfolio
|
Q2 2025
Added 27.64%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
30,434
shares
|
$5.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
30,050
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.38%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
29,876
shares
|
$5.85 Million
0.27% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
29,796
shares
|
$5.83 Million
2.82% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
29,735
shares
|
$5.82 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
29,731
shares
|
$5.82 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
29,678
shares
|
$5.81 Million
0.47% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29,555
shares
|
$5.78 Million
0.1% of portfolio
|
Q2 2025
Added 139.78%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
29,476
shares
|
$5.77 Million
2.53% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
29,146
shares
|
$5.7 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
29,017
shares
|
$5.68 Million
2.54% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
28,928
shares
|
$5.66 Million
0.33% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
28,923
shares
|
$5.66 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.58%
|