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 |
|---|---|---|---|---|---|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
19,549
shares
|
$3.82 Million
3.11% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,543
shares
|
$3.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
19,463
shares
|
$3.81 Million
2.15% of portfolio
|
Q2 2025
Added 16.32%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
19,378
shares
|
$3.79 Million
3.19% of portfolio
|
Q2 2025
Added 1285.13%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
19,092
shares
|
$3.74 Million
1.6% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Dixon Fnancial Services, Inc.
|
Jul 28, 2025 Q2 2025 |
18,930
shares
|
$3.7 Million
1.88% of portfolio
|
Q1 2025
Added 45.5%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
18,835
shares
|
$3.69 Million
0.35% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
18,821
shares
|
$3.68 Million
0.48% of portfolio
|
Q2 2025
Reduced 86.9%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
18,794
shares
|
$3.68 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
18,648
shares
|
$3.65 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
18,556
shares
|
$3.63 Million
0.09% of portfolio
|
Q1 2025
Added 141.08%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
18,368
shares
|
$3.59 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
18,364
shares
|
$3.59 Million
0.64% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
18,288
shares
|
$3.58 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
18,178
shares
|
$3.56 Million
0.29% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
17,939
shares
|
$3.51 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
17,929
shares
|
$3.51 Million
0.36% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
17,884
shares
|
$3.5 Million
0.48% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
17,805
shares
|
$3.48 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,797
shares
|
$3.48 Million
1.65% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
17,776
shares
|
$3.48 Million
0.24% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,682
shares
|
$3.46 Million
0.1% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
17,425
shares
|
$3.41 Million
0.36% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
17,410
shares
|
$3.41 Million
4.47% of portfolio
|
Q2 2025
Reduced 31.88%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
17,342
shares
|
$3.39 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.83%
|