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 |
|---|---|---|---|---|---|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
28,591
shares
|
$5.59 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
28,325
shares
|
$5.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
28,289
shares
|
$5.54 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
28,170
shares
|
$5.51 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
28,078
shares
|
$5.49 Million
1.43% of portfolio
|
Q1 2025
Added 95.04%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
27,892
shares
|
$5.46 Million
2.27% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
27,641
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
27,574
shares
|
$5.4 Million
2.78% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
27,447
shares
|
$5.37 Million
0.71% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,376
shares
|
$5.36 Million
0.35% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
27,316
shares
|
$5.34 Million
0.59% of portfolio
|
Q3 2022
Reduced 23.02%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
27,263
shares
|
$5.33 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
27,189
shares
|
$5.32 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.44%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
26,809
shares
|
$5.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
26,679
shares
|
$5.22 Million
2.95% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
26,570
shares
|
$5.2 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
26,491
shares
|
$5.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 65.71%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
26,394
shares
|
$5.16 Million
0.5% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
26,337
shares
|
$5.15 Million
0.09% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
26,318
shares
|
$5.15 Million
3.04% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
26,254
shares
|
$5.14 Million
0.68% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
25,999
shares
|
$5.09 Million
0.12% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
25,965
shares
|
$5.08 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
25,957
shares
|
$5.08 Million
0.43% of portfolio
|
Q2 2025
Added 106.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
25,949
shares
|
$5.08 Million
0.13% of portfolio
|
Q2 2025
Added 0.06%
|