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 |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
1,653
shares
|
$323,425
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,651
shares
|
$323,034
0.15% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
1,649
shares
|
$322,643
0.1% of portfolio
|
Q2 2022
Reduced 16.76%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,640
shares
|
$320,882
0.01% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,628
shares
|
$318,534
0.03% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,623
shares
|
$317,556
0.0% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,621
shares
|
$317,164
0.0% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,621
shares
|
$317,164
0.01% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,620
shares
|
$316,969
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
1,619
shares
|
$316,773
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
1,605
shares
|
$314,034
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,599
shares
|
$312,860
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,593
shares
|
$311,686
0.19% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
1,588
shares
|
$310,708
0.0% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
1,587
shares
|
$310,512
0.04% of portfolio
|
Q2 2024
Added 6.72%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
1,587
shares
|
$310,512
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
1,586
shares
|
$310,316
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Jul 09, 2025 Q2 2025 |
1,581
shares
|
$309,338
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,580
shares
|
$309,142
0.07% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,577
shares
|
$308,555
0.0% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,572
shares
|
$307,577
0.05% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,571
shares
|
$307,381
0.0% of portfolio
|
Q4 2024
Reduced 29.27%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
1,570
shares
|
$307,186
0.21% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,561
shares
|
$305,425
0.03% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,559
shares
|
$305,033
0.02% of portfolio
|
Q2 2025
Added 0.06%
|