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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$32 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
155,290
shares
|
$31.5 Million
2.47% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
150,626
shares
|
$30.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.9%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
150,301
shares
|
$30.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
148,808
shares
|
$30.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 32.03%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
147,756
shares
|
$29.9 Million
2.32% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
146,580
shares
|
$29.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
146,270
shares
|
$29.6 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
144,397
shares
|
$29.3 Million
0.09% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
144,126
shares
|
$29.2 Million
5.56% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
143,577
shares
|
$29.1 Million
0.02% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
142,677
shares
|
$28.9 Million
6.24% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
137,894
shares
|
$27.9 Million
2.48% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
136,583
shares
|
$27.7 Million
1.18% of portfolio
|
Q2 2025
Added 1710.73%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
136,562
shares
|
$27.7 Million
16.95% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
135,455
shares
|
$27.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
134,765
shares
|
$27.3 Million
20.5% of portfolio
|
Q2 2025
Added 67.96%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
134,600
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
133,535
shares
|
$27.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
132,614
shares
|
$26.9 Million
8.2% of portfolio
|
Q2 2025
Added 88.9%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
131,393
shares
|
$26.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
130,861
shares
|
$26.5 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
130,509
shares
|
$26.4 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
126,597
shares
|
$25.7 Million
3.03% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
125,357
shares
|
$25.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.74%
|