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 |
|---|---|---|---|---|---|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
4,137
shares
|
$809,445
0.53% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,121
shares
|
$806,314
0.2% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,120
shares
|
$806,119
0.04% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,106
shares
|
$803,379
0.05% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
4,089
shares
|
$800,053
0.52% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
4,087
shares
|
$799,662
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
4,076
shares
|
$797,510
0.21% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
4,073
shares
|
$796,923
0.09% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
4,064
shares
|
$795,162
0.52% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
4,048
shares
|
$792,031
0.14% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Aug 07, 2025 Q2 2025 |
4,046
shares
|
$791,640
0.3% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
4,039
shares
|
$790,270
0.11% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
4,018
shares
|
$786,161
0.55% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
4,013
shares
|
$785,183
0.04% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
4,009
shares
|
$784,400
0.03% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,002
shares
|
$783,031
0.28% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$782,640
0.25% of portfolio
|
Q4 2021
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
3,999
shares
|
$782,444
0.76% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,974
shares
|
$777,552
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
3,958
shares
|
$774,422
0.12% of portfolio
|
Q3 2024
Added 80.4%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,951
shares
|
$773,052
0.08% of portfolio
|
Q2 2025
Added 37.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,935
shares
|
$769,922
0.1% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,930
shares
|
$768,943
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
3,918
shares
|
$766,595
0.65% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,911
shares
|
$765,226
0.25% of portfolio
|
Q4 2023
Reduced 1.81%
|