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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,906
shares
|
$764,247
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
3,893
shares
|
$761,704
0.19% of portfolio
|
Q2 2025
Added 61.8%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
3,884
shares
|
$759,943
0.46% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,876
shares
|
$758,378
0.13% of portfolio
|
Q2 2025
Added 39.07%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
3,867
shares
|
$756,617
0.56% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,822
shares
|
$747,812
0.25% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
3,815
shares
|
$746,442
0.65% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,809
shares
|
$745,268
0.14% of portfolio
|
Q2 2025
Reduced 70.53%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,808
shares
|
$745,073
0.06% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,805
shares
|
$744,486
0.06% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
3,802
shares
|
$743,899
0.29% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
3,801
shares
|
$743,703
0.35% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
3,782
shares
|
$739,986
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
3,777
shares
|
$739,007
0.39% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
3,774
shares
|
$738,420
0.29% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,766
shares
|
$736,855
0.08% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Stanich Group LLC
Montauk, NY |
Jul 21, 2025 Q2 2025 |
3,763
shares
|
$736,268
0.66% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,761
shares
|
$735,877
0.11% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
3,742
shares
|
$732,159
0.69% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
3,740
shares
|
$731,768
0.46% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
3,732
shares
|
$730,203
0.19% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
3,705
shares
|
$724,920
0.1% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
3,690
shares
|
$721,985
0.01% of portfolio
|
Q1 2025
Reduced 34.71%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
3,676
shares
|
$719,246
0.08% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,670
shares
|
$718,072
0.06% of portfolio
|
Q2 2025
Added 9.68%
|