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 |
|---|---|---|---|---|---|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,759
shares
|
$539,825
0.05% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
2,750
shares
|
$538,065
0.22% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
2,739
shares
|
$535,912
0.07% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
2,735
shares
|
$535,130
0.06% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
2,731
shares
|
$534,347
0.05% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
2,724
shares
|
$532,977
0.11% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,718
shares
|
$531,803
0.15% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
2,713
shares
|
$530,825
0.4% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,705
shares
|
$529,260
0.42% of portfolio
|
Q1 2025
Added 46.53%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,703
shares
|
$528,868
0.07% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,697
shares
|
$527,695
0.48% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,695
shares
|
$527,303
0.19% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,690
shares
|
$526,325
0.13% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,690
shares
|
$526,325
0.1% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
2,687
shares
|
$525,738
0.02% of portfolio
|
Q2 2025
Reduced 35.07%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,683
shares
|
$524,955
0.02% of portfolio
|
Q4 2023
Reduced 46.97%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,670
shares
|
$522,412
0.03% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
2,665
shares
|
$521,433
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
2,653
shares
|
$519,085
0.19% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,646
shares
|
$517,716
0.13% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
2,642
shares
|
$516,933
0.07% of portfolio
|
Q2 2025
Reduced 40.27%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
2,635
shares
|
$515,564
0.1% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,634
shares
|
$515,368
0.23% of portfolio
|
Q2 2025
Added 98.49%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,624
shares
|
$513,411
0.27% of portfolio
|
Q3 2023
Reduced 7.54%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Aug 08, 2025 Q2 2025 |
2,624
shares
|
$513,411
0.23% of portfolio
|
Q2 2025
Added 0.42%
|