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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
21,103
shares
|
$4.13 Million
0.37% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
20,967
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Added 32.12%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
20,779
shares
|
$4.07 Million
0.21% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Aug 13, 2025 Q2 2025 |
20,704
shares
|
$4.05 Million
3.27% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
20,671
shares
|
$4.04 Million
0.07% of portfolio
|
Q2 2025
Added 27.47%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
20,537
shares
|
$4.02 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
20,523
shares
|
$4.02 Million
1.67% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20,507
shares
|
$4.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,475
shares
|
$4.01 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
20,453
shares
|
$4 Million
3.71% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
20,050
shares
|
$3.92 Million
0.18% of portfolio
|
Q2 2025
Reduced 64.2%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
20,048
shares
|
$3.92 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
19,945
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
19,907
shares
|
$3.9 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
19,905
shares
|
$3.89 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
19,806
shares
|
$3.88 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
19,770
shares
|
$3.87 Million
0.7% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
19,753
shares
|
$3.86 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
19,744
shares
|
$3.86 Million
1.72% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
19,737
shares
|
$3.86 Million
0.65% of portfolio
|
Q1 2025
Added 48.61%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
19,692
shares
|
$3.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,683
shares
|
$3.85 Million
3.15% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,651
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 80.47%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
19,642
shares
|
$3.84 Million
2.19% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
19,586
shares
|
$3.83 Million
0.29% of portfolio
|
Q2 2025
Added 0.19%
|