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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
2,966
shares
|
$580,327
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,941
shares
|
$575,436
0.07% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,935
shares
|
$574,262
0.03% of portfolio
|
Q2 2025
Reduced 80.46%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,935
shares
|
$574,262
0.15% of portfolio
|
Q2 2025
Added 29.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
2,930
shares
|
$573,283
0.04% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,920
shares
|
$571,327
0.02% of portfolio
|
Q2 2025
Reduced 37.27%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
2,903
shares
|
$568,000
0.01% of portfolio
|
Q2 2025
Reduced 30.13%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,902
shares
|
$567,805
0.15% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
2,900
shares
|
$567,414
0.5% of portfolio
|
Q2 2025
Added 93.2%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
2,899
shares
|
$567,218
0.12% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
2,879
shares
|
$563,305
0.03% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,879
shares
|
$563,305
0.2% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,878
shares
|
$563,109
0.09% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,865
shares
|
$560,565
0.05% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
2,864
shares
|
$560,370
0.24% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,851
shares
|
$557,826
0.02% of portfolio
|
Q2 2025
Added 62.36%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,845
shares
|
$556,652
0.11% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
2,842
shares
|
$556,065
0.1% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,831
shares
|
$553,913
0.35% of portfolio
|
Q3 2021
Reduced 8.26%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
2,831
shares
|
$553,913
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
2,823
shares
|
$552,348
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,818
shares
|
$551,369
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
2,816
shares
|
$550,978
0.02% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,784
shares
|
$544,717
0.09% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,776
shares
|
$543,152
0.03% of portfolio
|
Q2 2025
Reduced 1.32%
|