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 2,002 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
36
shares
|
$7,372
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
36
shares
|
$7,372
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
35
shares
|
$7,167
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
35
shares
|
$7,167
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
34
shares
|
$6,962
0.0% of portfolio
|
Q4 2024
Added 311.76%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
32
shares
|
$6,553
0.0% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
32
shares
|
$6,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,553
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
31
shares
|
$6,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$6,143
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
30
shares
|
$6,143
0.01% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
29
shares
|
$5,938
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,529
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
26
shares
|
$5,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$5,119
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$5,119
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
25
shares
|
$5,119
0.0% of portfolio
|
Q4 2024
Reduced 57.63%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
21
shares
|
$4,300
0.0% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
16
shares
|
$3,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14
shares
|
$2,867
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|