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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,183
shares
|
$231,465
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
1,180
shares
|
$230,878
0.17% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,177
shares
|
$230,291
0.07% of portfolio
|
Q2 2025
Reduced 19.33%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,175
shares
|
$229,900
0.03% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
1,175
shares
|
$229,900
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
1,175
shares
|
$229,900
0.04% of portfolio
|
Q2 2025
Reduced 77.63%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,175
shares
|
$229,900
0.14% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,173
shares
|
$229,509
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,172
shares
|
$229,313
0.2% of portfolio
|
Q4 2024
Reduced 49.68%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
1,172
shares
|
$229,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,167
shares
|
$228,335
0.07% of portfolio
|
Q1 2025
Reduced 50.26%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,166
shares
|
$228,139
0.03% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Aug 05, 2025 Q2 2025 |
1,166
shares
|
$228,139
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
1,165
shares
|
$227,943
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,164
shares
|
$227,748
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,163
shares
|
$227,552
0.05% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$227,161
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
1,159
shares
|
$226,769
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
1,159
shares
|
$226,769
0.09% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
1,155
shares
|
$225,987
0.02% of portfolio
|
Q2 2025
Reduced 35.0%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
1,149
shares
|
$224,813
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
1,148
shares
|
$224,617
0.02% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,145
shares
|
$224,030
0.03% of portfolio
|
Q2 2025
Added 2.88%
|