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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
124,092
shares
|
$25.1 Million
1.42% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
121,332
shares
|
$24.6 Million
0.1% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
121,050
shares
|
$24.5 Million
0.02% of portfolio
|
Q2 2025
Added 24.13%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
118,409
shares
|
$24 Million
3.96% of portfolio
|
Q2 2025
Added 15.68%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
117,930
shares
|
$23.9 Million
0.94% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
116,297
shares
|
$23.6 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
116,215
shares
|
$23.5 Million
10.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
114,359
shares
|
$23.2 Million
21.36% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
114,125
shares
|
$23.1 Million
6.82% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$23.1 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
113,855
shares
|
$23.1 Million
1.82% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
112,827
shares
|
$22.9 Million
0.54% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
108,568
shares
|
$22 Million
1.68% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
108,000
shares
|
$21.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
107,795
shares
|
$21.8 Million
2.33% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$21.8 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
106,294
shares
|
$21.5 Million
0.09% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
106,283
shares
|
$21.5 Million
0.81% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,854
shares
|
$21.4 Million
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
104,888
shares
|
$21.3 Million
2.72% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
104,559
shares
|
$21.2 Million
11.7% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
102,939
shares
|
$20.9 Million
0.77% of portfolio
|
Q2 2025
Added 347.85%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
101,497
shares
|
$20.6 Million
6.39% of portfolio
|
Q2 2025
Reduced 42.7%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
100,242
shares
|
$20.3 Million
3.75% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
99,783
shares
|
$20.2 Million
7.56% of portfolio
|
Q2 2025
Reduced 1.39%
|