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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
80,810
shares
|
$16.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
80,170
shares
|
$16.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
80,129
shares
|
$16.2 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
80,022
shares
|
$16.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
79,798
shares
|
$16.2 Million
1.98% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
79,720
shares
|
$16.2 Million
0.39% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
78,882
shares
|
$16 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
78,691
shares
|
$15.9 Million
0.98% of portfolio
|
Q2 2025
Added 204.18%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
77,351
shares
|
$15.7 Million
1.02% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
76,527
shares
|
$15.5 Million
14.31% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
76,361
shares
|
$15.5 Million
0.35% of portfolio
|
Q2 2025
Added 75.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
75,703
shares
|
$15.3 Million
0.52% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$15.3 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
75,524
shares
|
$15.3 Million
4.3% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
74,257
shares
|
$15 Million
1.35% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
73,767
shares
|
$14.9 Million
0.45% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$14.8 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,326
shares
|
$14.7 Million
0.07% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
71,523
shares
|
$14.5 Million
4.24% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
70,926
shares
|
$14.4 Million
0.63% of portfolio
|
Q2 2025
Added 34.68%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
70,286
shares
|
$14.2 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
70,156
shares
|
$14.2 Million
9.27% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
69,830
shares
|
$14.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 17.46%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
69,353
shares
|
$14.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
68,456
shares
|
$13.9 Million
2.17% of portfolio
|
Q2 2025
Added 7.52%
|