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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,306
shares
|
$255,531
0.09% of portfolio
|
Q2 2025
Added 118.39%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,295
shares
|
$253,379
0.12% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,294
shares
|
$253,184
0.0% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Jul 25, 2025 Q2 2025 |
1,293
shares
|
$252,988
0.18% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,293
shares
|
$252,988
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,289
shares
|
$252,205
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,288
shares
|
$252,010
0.06% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,280
shares
|
$250,444
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,280
shares
|
$250,444
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,279
shares
|
$250,249
0.08% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,279
shares
|
$250,249
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,277
shares
|
$249,857
0.12% of portfolio
|
Q2 2020
Added 621.47%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,274
shares
|
$249,270
0.1% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
1,273
shares
|
$249,075
0.18% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
1,270
shares
|
$248,488
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
1,269
shares
|
$248,292
0.2% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,269
shares
|
$248,292
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
1,265
shares
|
$247,509
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
1,263
shares
|
$247,118
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,262
shares
|
$246,922
0.01% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
1,262
shares
|
$246,922
0.11% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,255
shares
|
$245,553
0.02% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,250
shares
|
$244,575
0.07% of portfolio
|
Q2 2022
Reduced 20.18%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$244,575
0.02% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
1,250
shares
|
$244,575
0.04% of portfolio
|
Q2 2025
Added 0.89%
|