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 |
|---|---|---|---|---|---|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
145
shares
|
$28,370
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
144
shares
|
$28,175
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
144
shares
|
$28,175
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
143
shares
|
$27,979
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
140
shares
|
$27,392
0.0% of portfolio
|
Q1 2025
Reduced 47.57%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
138
shares
|
$27,001
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
136
shares
|
$26,609
0.0% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
135
shares
|
$26,414
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
135
shares
|
$26,414
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
132
shares
|
$25,827
0.0% of portfolio
|
Q4 2024
Added 91.3%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
131
shares
|
$25,631
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
130
shares
|
$25,435
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
130
shares
|
$25,435
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$24,848
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
126
shares
|
$24,653
0.01% of portfolio
|
Q4 2024
Added 129.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
126
shares
|
$24,653
0.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
124
shares
|
$24,261
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
123
shares
|
$24,066
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
123
shares
|
$24,066
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$23,870
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
122
shares
|
$23,870
0.02% of portfolio
|
Q1 2025
Added 1009.09%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
119
shares
|
$23,283
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
117
shares
|
$22,892
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
116
shares
|
$22,696
0.01% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
113
shares
|
$22,109
0.0% of portfolio
|
Q2 2025
Reduced 47.69%
|