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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
14,547
shares
|
$2.85 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
14,482
shares
|
$2.83 Million
0.25% of portfolio
|
Q1 2023
Reduced 10.24%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
14,479
shares
|
$2.83 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
14,466
shares
|
$2.83 Million
0.35% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 11, 2025 Q2 2025 |
14,434
shares
|
$2.82 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,431
shares
|
$2.82 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
14,419
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.24%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,396
shares
|
$2.82 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
14,376
shares
|
$2.81 Million
0.72% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,328
shares
|
$2.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
14,315
shares
|
$2.8 Million
0.16% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
14,315
shares
|
$2.8 Million
2.23% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
14,284
shares
|
$2.79 Million
1.76% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
14,244
shares
|
$2.79 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
14,228
shares
|
$2.78 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
13,979
shares
|
$2.74 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
13,976
shares
|
$2.73 Million
0.21% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
13,926
shares
|
$2.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 81.73%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,889
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,880
shares
|
$2.72 Million
3.38% of portfolio
|
Q1 2023
Reduced 71.19%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
13,825
shares
|
$2.7 Million
2.24% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,685
shares
|
$2.68 Million
0.06% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
13,625
shares
|
$2.67 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
13,582
shares
|
$2.66 Million
0.34% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
13,542
shares
|
$2.65 Million
0.11% of portfolio
|
Q2 2025
Added 0.29%
|