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 |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
1,083
shares
|
$211,899
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
1,082
shares
|
$211,704
0.01% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
1,082
shares
|
$211,704
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clearbridge Investments, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,081
shares
|
$211,508
0.0% of portfolio
|
Q2 2025
Reduced 90.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,080
shares
|
$211,312
0.07% of portfolio
|
Q4 2022
Reduced 18.8%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,080
shares
|
$211,312
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,076
shares
|
$210,530
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lyrical Asset Management LP
New York, NY |
Aug 12, 2025 Q2 2025 |
1,075
shares
|
$210,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
1,070
shares
|
$209,356
0.04% of portfolio
|
Q4 2024
Added 204.84%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
1,069
shares
|
$209,160
0.05% of portfolio
|
Q1 2025
Reduced 9.79%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jul 30, 2025 Q2 2025 |
1,068
shares
|
$208,964
0.11% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
1,066
shares
|
$208,573
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
1,065
shares
|
$208,377
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,063
shares
|
$207,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,057
shares
|
$206,812
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
1,056
shares
|
$206,616
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
1,055
shares
|
$206,421
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,055
shares
|
$206,421
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
1,055
shares
|
$206,421
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
1,054
shares
|
$206,225
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
1,050
shares
|
$205,443
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
1,050
shares
|
$205,443
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
1,049
shares
|
$205,247
0.16% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
1,048
shares
|
$205,051
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
1,047
shares
|
$204,856
0.09% of portfolio
|
Q4 2023
Reduced 1.23%
|