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 |
|---|---|---|---|---|---|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
390
shares
|
$76,307
0.0% of portfolio
|
Q1 2024
Reduced 24.27%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
390
shares
|
$76,307
0.01% of portfolio
|
Q1 2024
Added 121.59%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
383
shares
|
$74,937
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
378
shares
|
$73,959
0.02% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
377
shares
|
$73,763
0.02% of portfolio
|
Q2 2024
Reduced 66.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
370
shares
|
$72,394
0.06% of portfolio
|
Q4 2018
Reduced 49.32%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
364
shares
|
$71,220
0.05% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
349
shares
|
$68,285
0.01% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
346
shares
|
$67,698
0.03% of portfolio
|
Q2 2021
Added 80.21%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
344
shares
|
$67,307
0.01% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
323
shares
|
$63,198
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
322
shares
|
$63,002
0.0% of portfolio
|
Q1 2025
Reduced 42.6%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
307
shares
|
$60,067
0.0% of portfolio
|
Q2 2025
Added 87.2%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
305
shares
|
$59,676
0.03% of portfolio
|
Q4 2023
Reduced 42.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
304
shares
|
$59,480
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
304
shares
|
$59,480
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
300
shares
|
$58,698
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
300
shares
|
$58,698
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
297
shares
|
$58,111
0.01% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
290
shares
|
$56,741
0.05% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
289
shares
|
$56,545
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
286
shares
|
$55,958
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
285
shares
|
$55,763
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
284
shares
|
$55,567
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
280
shares
|
$54,784
0.02% of portfolio
|
Q2 2025
Added 0.36%
|