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 1,993 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 $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
67,522
shares
|
$13.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
66,955
shares
|
$13.7 Million
5.03% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
66,689
shares
|
$13.7 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
66,521
shares
|
$13.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
65,897
shares
|
$13.5 Million
1.12% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
65,411
shares
|
$13.4 Million
4.01% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
65,120
shares
|
$13.3 Million
0.42% of portfolio
|
Q3 2025
Added 4495.62%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
64,740
shares
|
$13.3 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
63,340
shares
|
$13 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.2%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
62,684
shares
|
$12.8 Million
7.35% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
62,632
shares
|
$12.8 Million
0.78% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
62,617
shares
|
$12.8 Million
0.06% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
62,456
shares
|
$12.8 Million
0.12% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
62,416
shares
|
$12.8 Million
0.13% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
61,831
shares
|
$12.7 Million
0.21% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
61,260
shares
|
$12.5 Million
5.24% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
61,041
shares
|
$12.5 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
61,003
shares
|
$12.5 Million
5.59% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
60,000
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
59,464
shares
|
$12.2 Million
0.1% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
58,746
shares
|
$12 Million
6.13% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
58,312
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
57,714
shares
|
$11.8 Million
4.25% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
57,358
shares
|
$11.7 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
57,294
shares
|
$11.7 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.21%
|
|