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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
271
shares
|
$53,023
0.01% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
269
shares
|
$52,632
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
269
shares
|
$52,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
265
shares
|
$51,849
0.02% of portfolio
|
Q3 2024
Added 35.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
260
shares
|
$50,871
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
259
shares
|
$50,675
0.02% of portfolio
|
Q2 2025
Reduced 68.87%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
254
shares
|
$49,697
0.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
253
shares
|
$49,501
0.02% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$48,915
0.01% of portfolio
|
Q3 2023
Reduced 20.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
250
shares
|
$48,915
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
246
shares
|
$48,132
0.01% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
244
shares
|
$47,741
0.02% of portfolio
|
Q4 2024
Reduced 61.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
244
shares
|
$47,741
0.01% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
242
shares
|
$47,349
0.01% of portfolio
|
Q2 2025
Added 178.16%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
234
shares
|
$45,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
232
shares
|
$45,393
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$44,806
0.02% of portfolio
|
Q3 2024
Added 536.11%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
229
shares
|
$44,806
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
224
shares
|
$43,827
0.01% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
223
shares
|
$43,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
223
shares
|
$43,632
0.02% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
218
shares
|
$42,653
0.02% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
218
shares
|
$42,653
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
216
shares
|
$42,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
215
shares
|
$42,066
0.0% of portfolio
|
Q2 2025
New holding
|