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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,046
shares
|
$204,660
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,046
shares
|
$204,660
0.03% of portfolio
|
Q2 2025
Reduced 48.17%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,042
shares
|
$203,877
0.05% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
1,041
shares
|
$203,682
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,040
shares
|
$203,486
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,038
shares
|
$203,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,034
shares
|
$202,312
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,012
shares
|
$198,007
0.14% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,007
shares
|
$197,029
0.12% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
1,003
shares
|
$196,246
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
1,003
shares
|
$196,246
0.16% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$195,660
0.06% of portfolio
|
Q2 2025
Added 29.03%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
983
shares
|
$192,333
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
976
shares
|
$190,964
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$190,768
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
955
shares
|
$186,855
0.08% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
952
shares
|
$186,268
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
938
shares
|
$183,529
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
929
shares
|
$181,768
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
922
shares
|
$180,398
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
909
shares
|
$177,854
0.1% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
900
shares
|
$176,094
0.05% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
879
shares
|
$171,985
0.02% of portfolio
|
Q3 2024
Added 109.79%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
877
shares
|
$171,593
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
863
shares
|
$168,854
0.09% of portfolio
|
Q4 2023
New holding
|