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 |
|---|---|---|---|---|---|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
28,246
shares
|
$5.78 Million
3.95% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
28,165
shares
|
$5.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.12%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
28,153
shares
|
$5.77 Million
2.86% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
28,143
shares
|
$5.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
28,110
shares
|
$5.76 Million
0.03% of portfolio
|
Q3 2025
Added 338.74%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
28,033
shares
|
$5.74 Million
0.12% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
27,839
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
27,701
shares
|
$5.67 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
27,561
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.53%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,376
shares
|
$5.61 Million
0.35% of portfolio
|
Q3 2023
Reduced 0.54%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
27,316
shares
|
$5.59 Million
0.59% of portfolio
|
Q3 2022
Reduced 23.02%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
27,245
shares
|
$5.58 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
27,142
shares
|
$5.56 Million
0.16% of portfolio
|
Q3 2025
Added 339175.0%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
27,074
shares
|
$5.54 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
27,009
shares
|
$5.53 Million
2.1% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
26,792
shares
|
$5.49 Million
2.67% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
26,597
shares
|
$5.45 Million
0.15% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
26,573
shares
|
$5.44 Million
2.97% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
26,433
shares
|
$5.41 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
26,394
shares
|
$5.41 Million
0.48% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
26,393
shares
|
$5.41 Million
0.09% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
26,318
shares
|
$5.39 Million
3.04% of portfolio
|
Q4 2023
Reduced 0.75%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
25,923
shares
|
$5.31 Million
0.06% of portfolio
|
Q3 2025
Added 32.65%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
25,816
shares
|
$5.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.66%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
25,728
shares
|
$5.27 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.91%
|
|