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 |
|---|---|---|---|---|---|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,249
shares
|
$244,379
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,240
shares
|
$242,618
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,238
shares
|
$242,227
0.34% of portfolio
|
Q4 2024
Added 111.26%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,234
shares
|
$241,444
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
1,229
shares
|
$240,466
0.08% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,227
shares
|
$240,074
0.11% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,223
shares
|
$239,292
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
1,220
shares
|
$238,705
0.11% of portfolio
|
Q2 2025
Reduced 44.19%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
1,218
shares
|
$238,313
0.04% of portfolio
|
Q2 2025
Reduced 45.7%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,213
shares
|
$237,335
0.15% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,212
shares
|
$237,139
0.15% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
1,212
shares
|
$237,139
0.16% of portfolio
|
Q2 2025
Added 4.12%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
1,209
shares
|
$236,552
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,208
shares
|
$236,357
0.02% of portfolio
|
Q1 2025
Reduced 30.09%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,205
shares
|
$235,770
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,204
shares
|
$235,574
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,201
shares
|
$234,987
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
1,200
shares
|
$234,792
0.08% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,196
shares
|
$234,009
0.03% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
1,194
shares
|
$233,618
0.09% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,190
shares
|
$232,835
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
1,189
shares
|
$232,639
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
1,187
shares
|
$232,248
0.02% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,187
shares
|
$232,248
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
1,184
shares
|
$231,661
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|