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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
1,815
shares
|
$355,122
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,811
shares
|
$354,340
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,805
shares
|
$353,166
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,804
shares
|
$352,970
0.0% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,801
shares
|
$352,383
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
1,799
shares
|
$351,992
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,796
shares
|
$351,405
0.05% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
1,796
shares
|
$351,405
0.05% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
1,791
shares
|
$350,427
0.04% of portfolio
|
Q4 2023
Reduced 10.14%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,790
shares
|
$350,231
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,783
shares
|
$348,861
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
1,779
shares
|
$348,079
0.04% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
1,779
shares
|
$348,079
0.03% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,778
shares
|
$347,883
0.13% of portfolio
|
Q4 2023
Added 5.46%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,778
shares
|
$347,883
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
1,765
shares
|
$345,339
0.15% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
1,763
shares
|
$344,948
0.08% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,761
shares
|
$344,557
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Jul 29, 2025 Q2 2025 |
1,758
shares
|
$343,970
0.11% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,755
shares
|
$343,383
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,751
shares
|
$342,600
0.13% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
1,748
shares
|
$342,013
0.1% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Jul 31, 2025 Q2 2025 |
1,745
shares
|
$341,426
0.07% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
1,743
shares
|
$341,035
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,743
shares
|
$341,035
0.02% of portfolio
|
Q2 2025
Reduced 30.47%
|