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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,732,187
shares
|
$351 Million
12.89% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$270 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,317,375
shares
|
$267 Million
0.13% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Stairway Partners, LLC
|
Jul 03, 2025 Q2 2025 |
1,289,595
shares
|
$261 Million
14.4% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$253 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,222,249
shares
|
$248 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
1,172,858
shares
|
$238 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$238 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,142,010
shares
|
$231 Million
0.4% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,108,800
shares
|
$225 Million
0.51% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Aug 08, 2025 Q2 2025 |
1,106,742
shares
|
$224 Million
23.04% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,006,251
shares
|
$204 Million
0.78% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
994,176
shares
|
$201 Million
0.25% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
920,920
shares
|
$187 Million
0.83% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
892,418
shares
|
$181 Million
7.59% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
845,854
shares
|
$171 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
794,158
shares
|
$161 Million
10.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
787,837
shares
|
$160 Million
0.2% of portfolio
|
Q2 2025
Reduced 50.49%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
757,671
shares
|
$154 Million
0.88% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
695,493
shares
|
$141 Million
0.08% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
684,004
shares
|
$139 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
677,377
shares
|
$137 Million
7.28% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
639,551
shares
|
$130 Million
0.2% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
634,896
shares
|
$129 Million
0.49% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
623,920
shares
|
$126 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.12%
|