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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
10,885
shares
|
$2.13 Million
0.29% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
10,860
shares
|
$2.12 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
10,843
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
10,795
shares
|
$2.11 Million
0.14% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
10,793
shares
|
$2.11 Million
0.5% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,792
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
10,773
shares
|
$2.11 Million
0.84% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
10,734
shares
|
$2.1 Million
0.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
10,710
shares
|
$2.1 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,635
shares
|
$2.08 Million
4.41% of portfolio
|
Q4 2021
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,618
shares
|
$2.08 Million
0.27% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
10,604
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Added 39.4%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
10,597
shares
|
$2.07 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
10,592
shares
|
$2.07 Million
0.72% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
10,498
shares
|
$2.05 Million
0.34% of portfolio
|
Q2 2025
Added 51.75%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,489
shares
|
$2.05 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
10,410
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Jul 21, 2025 Q2 2025 |
10,399
shares
|
$2.03 Million
0.65% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
10,331
shares
|
$2.02 Million
0.77% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
10,326
shares
|
$2.02 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,276
shares
|
$2.01 Million
0.13% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,259
shares
|
$2.01 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
10,247
shares
|
$2 Million
0.4% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
10,211
shares
|
$2 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
10,198
shares
|
$2 Million
0.2% of portfolio
|
Q2 2025
Reduced 17.29%
|