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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
25,800
shares
|
$5.05 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
25,718
shares
|
$5.03 Million
2.35% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
25,573
shares
|
$5 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
25,546
shares
|
$5 Million
4.67% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
25,437
shares
|
$4.98 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
25,416
shares
|
$4.97 Million
0.16% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
25,322
shares
|
$4.95 Million
2.2% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
25,157
shares
|
$4.92 Million
2.31% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
25,059
shares
|
$4.9 Million
0.33% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,957
shares
|
$4.88 Million
0.15% of portfolio
|
Q3 2023
Added 159.21%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
24,802
shares
|
$4.85 Million
2.55% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
24,784
shares
|
$4.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24,698
shares
|
$4.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 19.4%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
24,671
shares
|
$4.83 Million
3.3% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
24,606
shares
|
$4.81 Million
0.56% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
24,600
shares
|
$4.81 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
24,260
shares
|
$4.75 Million
0.73% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
24,067
shares
|
$4.71 Million
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
23,935
shares
|
$4.68 Million
0.34% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
23,831
shares
|
$4.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
23,810
shares
|
$4.66 Million
0.62% of portfolio
|
Q2 2025
Added 1356.27%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
23,702
shares
|
$4.64 Million
1.89% of portfolio
|
Q2 2025
Reduced 18.63%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
23,679
shares
|
$4.63 Million
0.15% of portfolio
|
Q2 2025
Added 33.38%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,660
shares
|
$4.63 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
23,649
shares
|
$4.63 Million
1.7% of portfolio
|
Q1 2025
Added 55.87%
|