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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,975
shares
|
$973,408
0.69% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
4,929
shares
|
$964,408
0.04% of portfolio
|
Q2 2025
Reduced 13.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,922
shares
|
$963,038
0.08% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
4,915
shares
|
$961,668
0.75% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
4,901
shares
|
$958,929
0.35% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,897
shares
|
$958,147
0.08% of portfolio
|
Q2 2025
Reduced 33.55%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
4,876
shares
|
$954,038
0.04% of portfolio
|
Q2 2025
Added 115.47%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,825
shares
|
$944,059
0.15% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Tfo Tdc, LLC
|
Aug 07, 2025 Q2 2025 |
4,812
shares
|
$941,515
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,812
shares
|
$941,515
0.06% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$940,146
0.02% of portfolio
|
Q3 2022
Reduced 24.57%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
4,786
shares
|
$936,428
0.12% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,783
shares
|
$935,841
0.18% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
4,768
shares
|
$932,906
0.1% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
4,764
shares
|
$932,124
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,756
shares
|
$930,558
0.19% of portfolio
|
Q1 2025
Reduced 38.18%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Jul 03, 2025 Q2 2025 |
4,741
shares
|
$927,624
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
4,731
shares
|
$925,667
0.15% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
4,718
shares
|
$923,123
0.28% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
4,706
shares
|
$920,775
0.2% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
4,699
shares
|
$919,406
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
4,695
shares
|
$918,623
0.22% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,683
shares
|
$916,275
0.04% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
4,665
shares
|
$912,753
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
4,650
shares
|
$909,819
0.6% of portfolio
|
Q2 2025
Reduced 7.66%
|