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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
607,633
shares
|
$123 Million
2.57% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
579,728
shares
|
$117 Million
0.21% of portfolio
|
Q2 2025
Added 29.84%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
547,463
shares
|
$111 Million
0.03% of portfolio
|
Q4 2024
Added 144.29%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
540,810
shares
|
$110 Million
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
540,460
shares
|
$110 Million
0.09% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
502,838
shares
|
$102 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
456,919
shares
|
$92.6 Million
0.07% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
447,183
shares
|
$90.6 Million
1.1% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$88.7 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
431,516
shares
|
$87.4 Million
2.1% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
427,355
shares
|
$86.6 Million
0.19% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
418,023
shares
|
$84.7 Million
5.85% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
417,125
shares
|
$84.5 Million
17.21% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
398,755
shares
|
$80.8 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
398,545
shares
|
$80.8 Million
0.11% of portfolio
|
Q2 2025
Added 36.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
395,517
shares
|
$80.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$77.7 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
377,072
shares
|
$76.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
376,947
shares
|
$76.4 Million
0.93% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
376,594
shares
|
$76.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 62.91%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
375,944
shares
|
$76.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 67.97%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
367,037
shares
|
$74.4 Million
4.49% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
366,772
shares
|
$74.3 Million
7.65% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$73.9 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
360,714
shares
|
$73.1 Million
16.98% of portfolio
|
Q2 2025
Added 0.23%
|