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 |
|---|---|---|---|---|---|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
9,294
shares
|
$1.82 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,229
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 04, 2025 Q2 2025 |
9,226
shares
|
$1.81 Million
0.54% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
9,005
shares
|
$1.76 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
8,970
shares
|
$1.76 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
8,964
shares
|
$1.75 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,952
shares
|
$1.75 Million
0.78% of portfolio
|
Q2 2023
Reduced 0.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
8,950
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
8,914
shares
|
$1.74 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
8,880
shares
|
$1.74 Million
0.6% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
8,850
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,845
shares
|
$1.73 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
8,838
shares
|
$1.73 Million
0.84% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,776
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,744
shares
|
$1.71 Million
0.26% of portfolio
|
Q3 2023
Reduced 11.74%
|
|
|
Mycio Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,715
shares
|
$1.71 Million
0.39% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
8,675
shares
|
$1.7 Million
0.15% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
8,654
shares
|
$1.69 Million
0.24% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
8,630
shares
|
$1.69 Million
0.55% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
8,603
shares
|
$1.68 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
8,573
shares
|
$1.68 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
8,571
shares
|
$1.68 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
8,560
shares
|
$1.67 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
8,488
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
8,459
shares
|
$1.66 Million
0.09% of portfolio
|
Q2 2025
Added 22.24%
|