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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
56,259
shares
|
$11.5 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
56,203
shares
|
$11.5 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
55,418
shares
|
$11.3 Million
7.74% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
55,346
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
55,006
shares
|
$11.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
53,825
shares
|
$11 Million
4.35% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
53,692
shares
|
$11 Million
0.31% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
53,456
shares
|
$10.9 Million
0.87% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
53,418
shares
|
$10.9 Million
0.64% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
53,386
shares
|
$10.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
53,384
shares
|
$10.9 Million
0.6% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,854
shares
|
$10.8 Million
0.67% of portfolio
|
Q3 2023
Reduced 1.7%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
52,312
shares
|
$10.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
52,161
shares
|
$10.7 Million
1.74% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
51,664
shares
|
$10.6 Million
3.12% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
51,437
shares
|
$10.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
51,098
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
50,441
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2023
Reduced 5.1%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
50,153
shares
|
$10.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
50,017
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
49,796
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 58.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
49,304
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
49,157
shares
|
$10.1 Million
1.57% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
48,399
shares
|
$9.91 Million
2.43% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
48,234
shares
|
$9.88 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.1%
|
|