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 1,944 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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,992
shares
|
$389,754
0.21% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,991
shares
|
$389,559
0.04% of portfolio
|
Q2 2025
Added 24.59%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,973
shares
|
$386,037
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,973
shares
|
$386,037
0.01% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
1,973
shares
|
$386,037
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
1,972
shares
|
$385,841
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
1,970
shares
|
$385,450
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,968
shares
|
$385,058
0.16% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,965
shares
|
$384,471
0.03% of portfolio
|
Q2 2025
Reduced 40.71%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
1,961
shares
|
$383,689
0.03% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,956
shares
|
$382,710
0.02% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
1,955
shares
|
$382,515
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,954
shares
|
$382,319
0.25% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,945
shares
|
$380,558
0.11% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
1,943
shares
|
$380,167
0.28% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,942
shares
|
$379,971
0.07% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,940
shares
|
$379,580
0.02% of portfolio
|
Q1 2023
Reduced 13.39%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
1,936
shares
|
$378,797
0.23% of portfolio
|
Q4 2024
Added 72.09%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,929
shares
|
$377,428
0.03% of portfolio
|
Q2 2025
Reduced 42.05%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,918
shares
|
$375,275
0.02% of portfolio
|
Q2 2022
Reduced 31.4%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,917
shares
|
$375,080
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
1,915
shares
|
$374,688
0.09% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,915
shares
|
$374,688
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
1,911
shares
|
$373,906
0.16% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,910
shares
|
$373,710
0.3% of portfolio
|
Q4 2023
New holding
|