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 |
|---|---|---|---|---|---|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
1,558
shares
|
$304,838
0.09% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Stonehearth Capital Management, LLC
|
Jul 01, 2025 Q2 2025 |
1,553
shares
|
$303,859
0.13% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,552
shares
|
$303,664
0.02% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
1,551
shares
|
$303,468
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
1,550
shares
|
$303,273
0.09% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
1,549
shares
|
$303,077
0.14% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,539
shares
|
$301,120
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,538
shares
|
$300,925
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,536
shares
|
$300,533
0.06% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
1,531
shares
|
$299,555
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,528
shares
|
$298,968
0.09% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
1,527
shares
|
$298,772
0.02% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,522
shares
|
$297,794
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$297,011
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,512
shares
|
$295,837
0.1% of portfolio
|
Q1 2022
Added 3.0%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,509
shares
|
$295,250
0.02% of portfolio
|
Q2 2023
Reduced 28.45%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,502
shares
|
$293,881
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$293,490
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$293,490
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,497
shares
|
$292,903
0.03% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
1,496
shares
|
$292,707
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
1,485
shares
|
$290,555
0.08% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,485
shares
|
$290,555
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
1,484
shares
|
$290,359
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
1,480
shares
|
$289,576
0.15% of portfolio
|
Q2 2023
Added 1.37%
|