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 1,949 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 $54.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$19.8 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
97,425
shares
|
$19.7 Million
0.97% of portfolio
|
Q2 2025
Added 1791.38%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
97,103
shares
|
$19.7 Million
0.87% of portfolio
|
Q2 2025
Reduced 57.24%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
95,411
shares
|
$19.3 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
95,343
shares
|
$19.3 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
95,050
shares
|
$19.3 Million
3.38% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,854
shares
|
$19.2 Million
0.19% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
92,354
shares
|
$18.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
92,069
shares
|
$18.7 Million
5.45% of portfolio
|
Q3 2024
Added 2209.23%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
90,750
shares
|
$18.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 51.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
89,758
shares
|
$18.2 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
88,728
shares
|
$18 Million
0.14% of portfolio
|
Q2 2025
Added 20.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
88,513
shares
|
$17.9 Million
0.95% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
87,276
shares
|
$17.7 Million
8.05% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
86,939
shares
|
$17.6 Million
0.16% of portfolio
|
Q2 2025
Added 18.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
86,809
shares
|
$17.6 Million
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
86,478
shares
|
$17.5 Million
0.15% of portfolio
|
Q2 2025
Added 32.52%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
85,895
shares
|
$17.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
84,917
shares
|
$17.2 Million
4.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
84,393
shares
|
$17.1 Million
1.09% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
83,949
shares
|
$17 Million
2.87% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$16.9 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
82,474
shares
|
$16.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
82,174
shares
|
$16.7 Million
0.79% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$16.6 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|