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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
342,228
shares
|
$69.3 Million
3.23% of portfolio
|
Q2 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
339,687
shares
|
$68.8 Million
11.07% of portfolio
|
Q2 2025
Added 716.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
331,949
shares
|
$67.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
330,078
shares
|
$66.9 Million
0.78% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
329,246
shares
|
$66.7 Million
0.37% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
326,012
shares
|
$66.1 Million
0.47% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
313,086
shares
|
$63.4 Million
0.42% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
312,802
shares
|
$63.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Jul 29, 2025 Q2 2025 |
306,319
shares
|
$62.1 Million
37.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
295,296
shares
|
$59.8 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
289,826
shares
|
$58.7 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
288,893
shares
|
$58.5 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
280,992
shares
|
$56.9 Million
14.63% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
280,951
shares
|
$56.9 Million
16.64% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$56.9 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
266,109
shares
|
$53.9 Million
17.06% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
262,024
shares
|
$53.1 Million
1.77% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
256,132
shares
|
$51.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
244,111
shares
|
$49.5 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Wind River Trust CO
|
Aug 12, 2025 Q2 2025 |
238,301
shares
|
$48.3 Million
18.56% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
235,430
shares
|
$47.7 Million
2.68% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
235,130
shares
|
$47.6 Million
0.99% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
233,392
shares
|
$47.3 Million
0.13% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
221,171
shares
|
$44.8 Million
5.92% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
217,131
shares
|
$44 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.17%
|