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 |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
582
shares
|
$113,874
0.05% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Palouse Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
577
shares
|
$112,895
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
558
shares
|
$109,178
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
531
shares
|
$103,895
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
529
shares
|
$103,504
0.02% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
529
shares
|
$103,504
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
527
shares
|
$103,112
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
516
shares
|
$100,960
0.03% of portfolio
|
Q1 2025
Added 3125.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
497
shares
|
$97,243
0.02% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
493
shares
|
$96,460
0.01% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
492
shares
|
$96,264
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
489
shares
|
$95,677
0.07% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
483
shares
|
$94,503
0.05% of portfolio
|
Q4 2023
Reduced 28.55%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
479
shares
|
$93,721
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
475
shares
|
$92,938
0.01% of portfolio
|
Q1 2025
Added 375.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
472
shares
|
$92,351
0.02% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
467
shares
|
$91,373
0.04% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
462
shares
|
$90,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
458
shares
|
$89,612
0.02% of portfolio
|
Q3 2024
Reduced 50.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
454
shares
|
$88,829
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$80,807
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$80,807
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$78,264
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
400
shares
|
$78,264
0.03% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
396
shares
|
$77,481
0.07% of portfolio
|
Q1 2025
New holding
|