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 |
|---|---|---|---|---|---|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
4,386
shares
|
$858,164
0.26% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
4,383
shares
|
$857,577
0.64% of portfolio
|
Q1 2025
Reduced 30.67%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,377
shares
|
$856,403
0.06% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,367
shares
|
$854,447
0.12% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,353
shares
|
$851,707
0.02% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
4,347
shares
|
$850,534
0.08% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,342
shares
|
$849,555
0.04% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,333
shares
|
$847,794
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
4,320
shares
|
$845,251
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
4,313
shares
|
$843,881
0.47% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Jul 30, 2025 Q2 2025 |
4,311
shares
|
$843,490
0.52% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
4,308
shares
|
$842,903
0.65% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,292
shares
|
$839,772
0.26% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,281
shares
|
$837,620
0.38% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,263
shares
|
$834,098
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
4,243
shares
|
$830,185
0.33% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
4,241
shares
|
$829,794
0.69% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,228
shares
|
$827,250
0.22% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,215
shares
|
$824,706
0.16% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,205
shares
|
$822,750
0.22% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
4,200
shares
|
$821,772
0.2% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
4,196
shares
|
$820,989
0.1% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
4,192
shares
|
$820,206
0.16% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
4,183
shares
|
$818,445
0.12% of portfolio
|
Q3 2024
Reduced 18.59%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
4,151
shares
|
$812,184
0.15% of portfolio
|
Q2 2025
Added 0.02%
|