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 1,996 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 |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
31,469
shares
|
$6.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
31,423
shares
|
$6.44 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
31,332
shares
|
$6.42 Million
0.21% of portfolio
|
Q3 2023
Reduced 0.52%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
31,293
shares
|
$6.41 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
31,053
shares
|
$6.36 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
30,993
shares
|
$6.35 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
30,910
shares
|
$6.33 Million
0.77% of portfolio
|
Q3 2025
Added 29.82%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
30,442
shares
|
$6.23 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
30,218
shares
|
$6.19 Million
0.99% of portfolio
|
Q3 2025
Added 282.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,092
shares
|
$6.16 Million
0.25% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
30,044
shares
|
$6.15 Million
0.62% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
29,911
shares
|
$6.13 Million
2.67% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
29,709
shares
|
$6.08 Million
0.32% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
29,678
shares
|
$6.08 Million
0.46% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
29,543
shares
|
$6.05 Million
2.51% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
29,362
shares
|
$6.01 Million
1.38% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
29,347
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
29,138
shares
|
$5.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
29,046
shares
|
$5.95 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
29,043
shares
|
$5.95 Million
0.71% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
28,815
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
28,708
shares
|
$5.88 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
28,681
shares
|
$5.87 Million
1.85% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
28,639
shares
|
$5.86 Million
2.42% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
28,635
shares
|
$5.86 Million
0.64% of portfolio
|
Q3 2025
Reduced 3.7%
|
|