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 |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
2,209
shares
|
$432,212
0.05% of portfolio
|
Q3 2023
Added 15.29%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,197
shares
|
$429,865
0.04% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
2,189
shares
|
$428,299
0.31% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,185
shares
|
$427,517
0.01% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
2,183
shares
|
$427,125
0.33% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,183
shares
|
$427,125
0.08% of portfolio
|
Q1 2022
Reduced 15.84%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,178
shares
|
$426,147
0.01% of portfolio
|
Q2 2025
Added 27.59%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
2,177
shares
|
$425,951
0.08% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
2,175
shares
|
$425,560
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,174
shares
|
$425,364
0.14% of portfolio
|
Q2 2025
Added 77.91%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,170
shares
|
$424,582
0.14% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
2,170
shares
|
$424,582
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
2,167
shares
|
$423,995
0.11% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
2,162
shares
|
$423,016
0.2% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
2,161
shares
|
$422,821
0.14% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
2,160
shares
|
$422,625
0.02% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
2,158
shares
|
$422,234
0.15% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,146
shares
|
$419,886
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Jul 25, 2025 Q2 2025 |
2,146
shares
|
$419,886
0.09% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
2,137
shares
|
$418,125
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
2,131
shares
|
$416,951
0.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,130
shares
|
$416,755
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
2,128
shares
|
$416,364
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$415,581
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,123
shares
|
$415,386
0.1% of portfolio
|
Q4 2024
Added 2.21%
|