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 |
|---|---|---|---|---|---|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
40,602
shares
|
$8.31 Million
0.45% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
40,196
shares
|
$8.23 Million
0.51% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Eagle Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
39,837
shares
|
$8.16 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
39,224
shares
|
$8.03 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
39,175
shares
|
$8.02 Million
1.94% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
39,159
shares
|
$8.02 Million
1.57% of portfolio
|
Q4 2023
Added 3.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
39,023
shares
|
$7.99 Million
0.15% of portfolio
|
Q3 2022
Added 172.45%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
38,868
shares
|
$7.96 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
38,454
shares
|
$7.87 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
38,451
shares
|
$7.87 Million
1.72% of portfolio
|
Q3 2022
Reduced 1.6%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,407
shares
|
$7.87 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
38,130
shares
|
$7.81 Million
2.16% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
38,130
shares
|
$7.81 Million
2.22% of portfolio
|
Q4 2022
New holding
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
37,905
shares
|
$7.76 Million
1.96% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,661
shares
|
$7.71 Million
0.09% of portfolio
|
Q3 2025
Added 161.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
37,640
shares
|
$7.71 Million
0.13% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
37,475
shares
|
$7.67 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
37,255
shares
|
$7.63 Million
0.15% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
37,157
shares
|
$7.61 Million
0.18% of portfolio
|
Q3 2025
Added 43.19%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
37,045
shares
|
$7.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
37,023
shares
|
$7.58 Million
1.1% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
36,979
shares
|
$7.57 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
36,924
shares
|
$7.56 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
36,916
shares
|
$7.56 Million
1.1% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
36,909
shares
|
$7.56 Million
0.23% of portfolio
|
Q3 2025
Added 3.04%
|
|