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 1,995 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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
36,909
shares
|
$7.56 Million
0.23% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
36,901
shares
|
$7.56 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,663
shares
|
$7.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
35,981
shares
|
$7.37 Million
3.39% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
35,300
shares
|
$7.23 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.67%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
35,091
shares
|
$7.19 Million
0.26% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
34,913
shares
|
$7.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Raub Brock Capital Management LP
|
Oct 15, 2025 Q3 2025 |
34,610
shares
|
$7.09 Million
1.52% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
34,353
shares
|
$7.04 Million
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
34,160
shares
|
$7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
34,090
shares
|
$6.98 Million
0.18% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Tcw Group Inc
|
Nov 14, 2025 Q3 2025 |
34,061
shares
|
$6.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
33,772
shares
|
$6.92 Million
0.48% of portfolio
|
Q3 2025
Added 122.04%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
33,576
shares
|
$6.88 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
33,555
shares
|
$6.87 Million
2.03% of portfolio
|
Q3 2025
Added 88.54%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
33,487
shares
|
$6.86 Million
4.35% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
33,370
shares
|
$6.83 Million
0.28% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
33,316
shares
|
$6.82 Million
0.38% of portfolio
|
Q2 2025
Reduced 96.06%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
33,181
shares
|
$6.8 Million
0.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
33,152
shares
|
$6.79 Million
0.12% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
32,402
shares
|
$6.64 Million
2.28% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
32,069
shares
|
$6.57 Million
4.15% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
32,059
shares
|
$6.57 Million
1.35% of portfolio
|
Q2 2022
Added 3.64%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,703
shares
|
$6.49 Million
0.18% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
31,552
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.46%
|
|