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 1,947 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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,885
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
5,844
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,830
shares
|
$1.14 Million
0.24% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,824
shares
|
$1.14 Million
0.11% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
5,822
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,819
shares
|
$1.14 Million
0.42% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
5,797
shares
|
$1.13 Million
0.29% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,775
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
5,745
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
5,739
shares
|
$1.12 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,731
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 44.78%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
5,727
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
5,720
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,712
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
5,703
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
5,696
shares
|
$1.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
5,693
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,685
shares
|
$1.11 Million
0.3% of portfolio
|
Q1 2023
Added 131.76%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
5,665
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
5,654
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,628
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
5,617
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
5,606
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
5,543
shares
|
$1.08 Million
0.19% of portfolio
|
Q2 2025
Added 0.02%
|