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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,475
shares
|
$288,598
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,471
shares
|
$287,815
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
1,469
shares
|
$287,424
0.01% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
1,461
shares
|
$285,859
0.01% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,460
shares
|
$285,663
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
1,455
shares
|
$284,685
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
1,449
shares
|
$283,511
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$282,141
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,439
shares
|
$281,554
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,434
shares
|
$280,576
0.06% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,433
shares
|
$280,380
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,432
shares
|
$280,185
0.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,430
shares
|
$279,793
0.04% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
1,427
shares
|
$279,206
0.05% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$279,206
0.13% of portfolio
|
Q2 2025
Reduced 49.16%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
1,426
shares
|
$279,011
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
1,425
shares
|
$278,815
0.12% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
1,424
shares
|
$278,619
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,423
shares
|
$278,424
0.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,423
shares
|
$278,424
0.07% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
1,419
shares
|
$277,641
0.3% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
1,417
shares
|
$277,250
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
1,417
shares
|
$277,250
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
1,416
shares
|
$277,054
0.09% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,416
shares
|
$277,054
0.17% of portfolio
|
Q3 2023
Reduced 88.28%
|