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 |
|---|---|---|---|---|---|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
201
shares
|
$39,327
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
201
shares
|
$39,327
0.01% of portfolio
|
Q1 2025
Reduced 44.32%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
200
shares
|
$39,132
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
200
shares
|
$39,132
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
193
shares
|
$37,762
0.01% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
190
shares
|
$37,175
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
187
shares
|
$36,588
0.0% of portfolio
|
Q2 2025
Reduced 97.59%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
185
shares
|
$36,197
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
185
shares
|
$36,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
183
shares
|
$35,805
0.01% of portfolio
|
Q3 2024
Added 157.75%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
180
shares
|
$35,218
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
180
shares
|
$35,218
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
179
shares
|
$35,023
0.02% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
172
shares
|
$33,653
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
170
shares
|
$33,262
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
169
shares
|
$33,066
0.0% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
164
shares
|
$32,088
0.01% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$31,305
0.01% of portfolio
|
Q4 2022
Added 1130.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
160
shares
|
$31,305
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$29,544
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
150
shares
|
$29,349
0.01% of portfolio
|
Q3 2020
Reduced 25.0%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
149
shares
|
$29,153
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
147
shares
|
$28,762
0.0% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
147
shares
|
$28,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$28,566
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|