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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,117
shares
|
$414,212
0.11% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,117
shares
|
$414,212
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,115
shares
|
$413,820
0.03% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
2,110
shares
|
$412,842
0.08% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
2,105
shares
|
$411,864
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
2,102
shares
|
$411,277
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,098
shares
|
$410,494
0.06% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
2,094
shares
|
$409,712
0.03% of portfolio
|
Q2 2025
Added 88.99%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
2,092
shares
|
$409,320
0.36% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$409,125
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
2,085
shares
|
$407,951
0.11% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
2,083
shares
|
$407,559
0.07% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
2,081
shares
|
$407,168
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
2,072
shares
|
$405,407
0.33% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
2,064
shares
|
$403,842
0.1% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
2,057
shares
|
$402,472
0.14% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,056
shares
|
$402,276
0.05% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,040
shares
|
$399,146
0.09% of portfolio
|
Q2 2023
Reduced 43.52%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
2,031
shares
|
$397,385
0.1% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,026
shares
|
$396,407
0.06% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
2,025
shares
|
$396,211
0.04% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
2,024
shares
|
$396,015
0.32% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,015
shares
|
$394,254
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
2,013
shares
|
$393,863
0.28% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
2,010
shares
|
$393,276
0.19% of portfolio
|
Q2 2025
Added 0.05%
|