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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
1,414
shares
|
$276,663
0.08% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
1,412
shares
|
$276,271
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,411
shares
|
$276,076
0.08% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Jul 30, 2025 Q2 2025 |
1,408
shares
|
$275,489
0.08% of portfolio
|
Q2 2024
Added 1855.56%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,406
shares
|
$275,097
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
1,402
shares
|
$274,315
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,401
shares
|
$274,119
0.03% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,400
shares
|
$273,924
0.04% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
1,398
shares
|
$273,532
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
1,389
shares
|
$271,771
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
1,388
shares
|
$271,576
0.04% of portfolio
|
Q2 2025
Reduced 43.69%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$271,380
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,386
shares
|
$271,184
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,383
shares
|
$270,597
0.06% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
1,379
shares
|
$269,815
0.05% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
1,379
shares
|
$269,815
0.05% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,375
shares
|
$269,032
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
1,373
shares
|
$268,641
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,370
shares
|
$268,054
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
1,365
shares
|
$267,075
0.03% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,362
shares
|
$266,488
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
1,358
shares
|
$265,706
0.05% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
1,353
shares
|
$264,727
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,346
shares
|
$263,358
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,345
shares
|
$263,162
0.08% of portfolio
|
Q2 2025
Reduced 5.68%
|