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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,743
shares
|
$341,035
0.12% of portfolio
|
Q2 2024
Reduced 35.94%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
1,742
shares
|
$340,839
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
1,739
shares
|
$340,252
0.06% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,736
shares
|
$339,665
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
1,725
shares
|
$337,513
0.09% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,723
shares
|
$337,122
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
1,721
shares
|
$336,730
0.06% of portfolio
|
Q1 2025
Reduced 52.03%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
1,721
shares
|
$336,730
0.25% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
1,720
shares
|
$336,535
0.05% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$335,948
0.05% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,715
shares
|
$335,556
0.09% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Aug 08, 2025 Q2 2025 |
1,709
shares
|
$334,382
0.2% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
1,706
shares
|
$333,795
0.1% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,691
shares
|
$330,861
0.26% of portfolio
|
Q2 2025
Reduced 16.62%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
1,686
shares
|
$329,882
0.12% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,680
shares
|
$328,708
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Aug 12, 2025 Q2 2025 |
1,678
shares
|
$328,317
0.12% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
1,673
shares
|
$327,339
0.06% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,671
shares
|
$326,947
0.1% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,664
shares
|
$325,578
0.1% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,661
shares
|
$324,991
0.23% of portfolio
|
Q2 2025
Reduced 51.9%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,660
shares
|
$324,795
0.08% of portfolio
|
Q1 2020
Reduced 1.6%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,660
shares
|
$324,795
0.24% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
1,658
shares
|
$324,404
0.21% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,656
shares
|
$324,012
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|