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 2,006 institutions that hold shares in the stock, with a total of 266 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
23,431
shares
|
$4.8 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
23,267
shares
|
$4.76 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
23,266
shares
|
$4.76 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
23,205
shares
|
$4.75 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
23,164
shares
|
$4.74 Million
0.17% of portfolio
|
Q3 2025
Added 762.08%
|
|
|
Tpg Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,893
shares
|
$4.69 Million
1.82% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
22,893
shares
|
$4.69 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
22,843
shares
|
$4.68 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,801
shares
|
$4.67 Million
0.18% of portfolio
|
Q3 2025
Reduced 83.31%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
22,760
shares
|
$4.66 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
22,677
shares
|
$4.64 Million
0.16% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
22,563
shares
|
$4.62 Million
1.33% of portfolio
|
Q1 2023
Reduced 27.58%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
22,349
shares
|
$4.58 Million
0.75% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
22,103
shares
|
$4.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
22,035
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2025
Added 50.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
22,013
shares
|
$4.51 Million
0.09% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
21,564
shares
|
$4.42 Million
0.39% of portfolio
|
Q3 2025
Added 14.49%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
21,493
shares
|
$4.4 Million
0.48% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
21,251
shares
|
$4.35 Million
0.37% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
21,184
shares
|
$4.34 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.47%
|
|