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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
861
shares
|
$168,463
0.04% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
860
shares
|
$168,267
0.11% of portfolio
|
Q1 2025
Added 641.38%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
852
shares
|
$166,702
0.05% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
831
shares
|
$162,593
0.01% of portfolio
|
Q2 2025
Added 97.86%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
804
shares
|
$157,310
0.07% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
775
shares
|
$151,636
0.01% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
765
shares
|
$149,679
0.13% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$149,288
0.02% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$148,701
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
742
shares
|
$145,179
0.02% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
734
shares
|
$143,614
0.03% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
731
shares
|
$143,027
0.01% of portfolio
|
Q2 2025
Added 320.11%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
730
shares
|
$142,831
0.12% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
711
shares
|
$139,114
0.03% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
708
shares
|
$138,527
0.06% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
690
shares
|
$135,005
0.0% of portfolio
|
Q2 2025
Reduced 14.92%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
687
shares
|
$134,418
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
685
shares
|
$134,027
0.07% of portfolio
|
Q2 2022
Reduced 95.11%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
674
shares
|
$131,874
0.06% of portfolio
|
Q1 2025
Added 17.42%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
660
shares
|
$129,135
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
659
shares
|
$128,939
0.02% of portfolio
|
Q2 2025
Added 427.2%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
629
shares
|
$123,070
0.01% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
618
shares
|
$120,917
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$116,222
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
583
shares
|
$114,069
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|