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 |
|---|---|---|---|---|---|
|
Brookmont Capital Management
Dallas, TX |
Jul 18, 2025 Q2 2025 |
1,144
shares
|
$223,835
0.13% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
1,143
shares
|
$223,639
0.05% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
1,140
shares
|
$223,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,134
shares
|
$221,878
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,133
shares
|
$221,682
0.04% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
1,130
shares
|
$221,095
0.01% of portfolio
|
Q2 2025
Reduced 28.62%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,128
shares
|
$220,704
0.1% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
1,121
shares
|
$219,334
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,120
shares
|
$219,139
0.01% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,118
shares
|
$218,747
0.04% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,116
shares
|
$218,356
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
1,107
shares
|
$216,595
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,106
shares
|
$216,399
0.03% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,103
shares
|
$215,812
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
1,101
shares
|
$215,421
0.06% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$215,226
0.05% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
1,100
shares
|
$215,226
0.0% of portfolio
|
Q4 2024
Reduced 97.61%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,100
shares
|
$215,226
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
1,097
shares
|
$214,639
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$214,443
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
1,092
shares
|
$213,660
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
1,092
shares
|
$213,660
0.14% of portfolio
|
Q2 2025
Reduced 20.18%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
1,089
shares
|
$213,073
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
1,084
shares
|
$212,095
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,084
shares
|
$212,095
0.05% of portfolio
|
Q2 2025
Added 68.06%
|