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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
15,629
shares
|
$3.06 Million
1.3% of portfolio
|
Q4 2023
Reduced 0.48%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
15,593
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
15,555
shares
|
$3.04 Million
1.58% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,538
shares
|
$3.04 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
15,481
shares
|
$3.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
15,445
shares
|
$3.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 86.27%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
15,285
shares
|
$2.99 Million
0.37% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
15,210
shares
|
$2.98 Million
0.16% of portfolio
|
Q2 2025
Reduced 56.25%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
15,188
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.65%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
15,145
shares
|
$2.96 Million
0.19% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
15,104
shares
|
$2.96 Million
0.13% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
15,071
shares
|
$2.95 Million
0.87% of portfolio
|
Q3 2023
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
15,059
shares
|
$2.95 Million
0.88% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
14,973
shares
|
$2.93 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
14,888
shares
|
$2.91 Million
0.46% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
14,868
shares
|
$2.91 Million
0.22% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
14,830
shares
|
$2.9 Million
1.5% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
14,716
shares
|
$2.88 Million
0.9% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
14,684
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 94.53%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
14,680
shares
|
$2.87 Million
0.05% of portfolio
|
Q2 2025
Added 76.51%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
14,660
shares
|
$2.87 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Boston Trust Walden Corp
|
Jul 28, 2025 Q2 2025 |
14,638
shares
|
$2.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
14,587
shares
|
$2.85 Million
0.35% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
14,557
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,554
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.88%
|