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 |
|---|---|---|---|---|---|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
23,629
shares
|
$4.62 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
23,557
shares
|
$4.61 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
23,531
shares
|
$4.6 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
23,364
shares
|
$4.57 Million
0.55% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
23,305
shares
|
$4.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
23,036
shares
|
$4.51 Million
0.11% of portfolio
|
Q2 2025
Added 612.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
22,875
shares
|
$4.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
22,806
shares
|
$4.46 Million
0.27% of portfolio
|
Q1 2025
Added 96.5%
|
|
|
Tpg Financial Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
22,800
shares
|
$4.46 Million
1.85% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
22,699
shares
|
$4.44 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
22,649
shares
|
$4.43 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,563
shares
|
$4.41 Million
1.33% of portfolio
|
Q1 2023
Reduced 27.58%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
22,500
shares
|
$4.4 Million
0.13% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
22,177
shares
|
$4.34 Million
0.78% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
22,061
shares
|
$4.32 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
22,018
shares
|
$4.31 Million
1.21% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
22,016
shares
|
$4.31 Million
0.39% of portfolio
|
Q2 2025
Reduced 66.45%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
21,989
shares
|
$4.3 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
21,904
shares
|
$4.29 Million
2.5% of portfolio
|
Q2 2025
Added 72.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
21,820
shares
|
$4.27 Million
0.1% of portfolio
|
Q2 2025
Added 17.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
21,768
shares
|
$4.26 Million
0.08% of portfolio
|
Q2 2025
Added 64.93%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
21,720
shares
|
$4.25 Million
0.4% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,607
shares
|
$4.23 Million
0.58% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
21,390
shares
|
$4.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
21,295
shares
|
$4.17 Million
1.54% of portfolio
|
Q2 2025
Added 3.48%
|