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 |
|---|---|---|---|---|---|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
1,900
shares
|
$371,754
0.1% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,898
shares
|
$371,362
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,891
shares
|
$369,993
0.2% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
1,890
shares
|
$369,797
0.05% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,889
shares
|
$369,601
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
1,888
shares
|
$369,406
0.06% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,879
shares
|
$367,645
0.06% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
1,871
shares
|
$366,079
0.28% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
1,870
shares
|
$365,884
0.01% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$365,688
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,869
shares
|
$365,688
0.01% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,867
shares
|
$365,297
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,865
shares
|
$364,905
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$364,514
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
1,858
shares
|
$363,536
0.09% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,855
shares
|
$362,949
0.08% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
1,852
shares
|
$362,362
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,850
shares
|
$361,971
0.06% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$360,405
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Aug 13, 2025 Q2 2025 |
1,842
shares
|
$360,405
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
1,836
shares
|
$359,231
0.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,835
shares
|
$359,036
0.22% of portfolio
|
Q2 2022
Reduced 7.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,835
shares
|
$359,036
0.04% of portfolio
|
Q3 2022
Added 16.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,834
shares
|
$358,840
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
1,820
shares
|
$356,101
0.05% of portfolio
|
Q2 2025
Added 0.44%
|