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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
48,124
shares
|
$9.86 Million
0.5% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
47,966
shares
|
$9.82 Million
0.25% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
47,292
shares
|
$9.68 Million
0.72% of portfolio
|
Q3 2025
Added 610.3%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
47,144
shares
|
$9.65 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
46,934
shares
|
$9.61 Million
0.0% of portfolio
|
Q3 2022
Added 3.83%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
46,304
shares
|
$9.48 Million
0.11% of portfolio
|
Q4 2022
Added 265.61%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
45,462
shares
|
$9.31 Million
0.04% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
45,356
shares
|
$9.29 Million
0.21% of portfolio
|
Q3 2025
Reduced 40.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,343
shares
|
$9.29 Million
0.26% of portfolio
|
Q3 2022
Reduced 18.04%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
45,307
shares
|
$9.28 Million
0.72% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
44,973
shares
|
$9.21 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
44,698
shares
|
$9.15 Million
0.18% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
44,596
shares
|
$9.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
44,407
shares
|
$9.09 Million
0.79% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
44,249
shares
|
$9.06 Million
2.81% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
43,456
shares
|
$8.9 Million
0.5% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
43,040
shares
|
$8.81 Million
2.5% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
42,924
shares
|
$8.79 Million
0.53% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
42,192
shares
|
$8.64 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
42,000
shares
|
$8.6 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
41,985
shares
|
$8.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
41,570
shares
|
$8.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.34%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
41,250
shares
|
$8.45 Million
0.83% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
41,027
shares
|
$8.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
40,704
shares
|
$8.34 Million
0.45% of portfolio
|
Q3 2025
Added 0.15%
|
|