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 |
|---|---|---|---|---|---|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,345
shares
|
$263,162
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,343
shares
|
$262,771
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,343
shares
|
$262,771
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,342
shares
|
$262,575
0.01% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,340
shares
|
$262,184
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,338
shares
|
$261,793
0.02% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,336
shares
|
$261,401
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
1,335
shares
|
$261,206
0.12% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,334
shares
|
$261,010
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$260,619
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
1,331
shares
|
$260,423
0.07% of portfolio
|
Q4 2023
Reduced 16.5%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
1,330
shares
|
$260,227
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,329
shares
|
$260,032
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
1,328
shares
|
$259,836
0.03% of portfolio
|
Q1 2024
Reduced 4.6%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,324
shares
|
$259,053
0.09% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,323
shares
|
$258,858
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,323
shares
|
$258,858
0.03% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,318
shares
|
$257,879
0.02% of portfolio
|
Q4 2024
Reduced 13.0%
|
|
|
Sicart Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,317
shares
|
$257,684
0.09% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,317
shares
|
$257,684
0.02% of portfolio
|
Q2 2025
Reduced 43.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
1,315
shares
|
$257,292
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
1,314
shares
|
$257,097
0.15% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,308
shares
|
$255,923
0.1% of portfolio
|
Q2 2025
Reduced 85.89%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,307
shares
|
$255,727
0.07% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
1,306
shares
|
$255,531
0.08% of portfolio
|
Q2 2025
Added 0.38%
|