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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
20,933
shares
|
$4.29 Million
0.2% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
20,822
shares
|
$4.26 Million
1.78% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
20,636
shares
|
$4.23 Million
0.32% of portfolio
|
Q3 2025
Reduced 20.5%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
20,523
shares
|
$4.2 Million
1.67% of portfolio
|
Q3 2022
Reduced 2.36%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
20,507
shares
|
$4.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
20,353
shares
|
$4.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Nov 03, 2025 Q3 2025 |
20,065
shares
|
$4.11 Million
2.99% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
20,059
shares
|
$4.11 Million
1.52% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
19,956
shares
|
$4.09 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
19,945
shares
|
$4.08 Million
2.22% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
19,922
shares
|
$4.08 Million
1.55% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
19,753
shares
|
$4.05 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
19,705
shares
|
$4.04 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,692
shares
|
$4.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
19,654
shares
|
$4.02 Million
0.28% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
19,651
shares
|
$4.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 80.47%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
19,616
shares
|
$4.02 Million
0.6% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
19,549
shares
|
$4 Million
3.11% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
19,547
shares
|
$4 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
19,537
shares
|
$4 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
19,471
shares
|
$3.99 Million
0.08% of portfolio
|
Q3 2025
Added 179.96%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
19,468
shares
|
$3.99 Million
1.98% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
19,382
shares
|
$3.97 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
19,336
shares
|
$3.96 Million
0.24% of portfolio
|
Q3 2025
Added 440.56%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
19,310
shares
|
$3.95 Million
2.82% of portfolio
|
Q3 2025
Reduced 1.9%
|
|