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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
25,662
shares
|
$5.26 Million
2.05% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
25,642
shares
|
$5.25 Million
0.66% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
25,486
shares
|
$5.22 Million
0.09% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
25,362
shares
|
$5.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
25,318
shares
|
$5.18 Million
0.07% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Oct 20, 2025 Q3 2025 |
25,318
shares
|
$5.18 Million
2.32% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
25,299
shares
|
$5.18 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
25,263
shares
|
$5.17 Million
1.87% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
25,137
shares
|
$5.15 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
25,058
shares
|
$5.13 Million
4.11% of portfolio
|
Q3 2025
Added 199.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
25,052
shares
|
$5.13 Million
0.1% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
24,957
shares
|
$5.11 Million
0.15% of portfolio
|
Q3 2023
Added 159.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
24,760
shares
|
$5.07 Million
0.12% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
24,706
shares
|
$5.06 Million
0.56% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
24,351
shares
|
$4.99 Million
0.68% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
24,338
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 43.18%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
24,183
shares
|
$4.95 Million
1.9% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
24,108
shares
|
$4.94 Million
0.63% of portfolio
|
Q3 2025
Added 55.73%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
23,927
shares
|
$4.9 Million
0.27% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
23,894
shares
|
$4.89 Million
1.65% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
23,699
shares
|
$4.85 Million
1.11% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
23,664
shares
|
$4.85 Million
0.24% of portfolio
|
Q3 2025
Added 65.31%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
23,649
shares
|
$4.84 Million
1.7% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
23,603
shares
|
$4.83 Million
3.3% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
23,587
shares
|
$4.83 Million
0.61% of portfolio
|
Q3 2025
Added 9.16%
|
|