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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
215,741
shares
|
$43.7 Million
4.94% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
213,412
shares
|
$43.2 Million
8.54% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Aug 12, 2025 Q2 2025 |
210,233
shares
|
$42.6 Million
1.15% of portfolio
|
Q3 2020
Reduced 2.03%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Aug 12, 2025 Q2 2025 |
209,596
shares
|
$42.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 22.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
205,744
shares
|
$41.7 Million
0.83% of portfolio
|
Q2 2025
Added 530.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
200,092
shares
|
$40.5 Million
0.08% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
198,820
shares
|
$40.3 Million
3.96% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
196,965
shares
|
$39.9 Million
0.43% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
195,436
shares
|
$39.6 Million
1.55% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
192,985
shares
|
$39.1 Million
2.67% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
192,871
shares
|
$39.1 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
190,246
shares
|
$38.5 Million
0.14% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
189,068
shares
|
$38.3 Million
1.22% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
185,405
shares
|
$37.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
181,897
shares
|
$36.9 Million
5.57% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
181,690
shares
|
$36.8 Million
3.64% of portfolio
|
Q2 2025
Added 8806.37%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
181,584
shares
|
$36.8 Million
0.29% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
180,085
shares
|
$36.5 Million
6.53% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
178,920
shares
|
$36.3 Million
0.07% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Aug 14, 2025 Q2 2025 |
178,016
shares
|
$36.1 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
171,254
shares
|
$34.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
166,126
shares
|
$33.7 Million
0.75% of portfolio
|
Q2 2025
Added 28.83%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
165,484
shares
|
$33.5 Million
0.01% of portfolio
|
Q2 2025
Added 27389.04%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
165,245
shares
|
$33.5 Million
0.49% of portfolio
|
Q2 2025
Added 108.25%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jul 07, 2025 Q2 2025 |
164,865
shares
|
$33.4 Million
18.63% of portfolio
|
Q2 2025
Added 0.16%
|