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 1,993 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 $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,488,282
shares
|
$305 Million
0.21% of portfolio
|
Q3 2025
Reduced 26.95%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,331,095
shares
|
$273 Million
0.76% of portfolio
|
Q2 2023
Reduced 1.89%
|
|
|
Stairway Partners, LLC
|
Oct 02, 2025 Q3 2025 |
1,312,135
shares
|
$269 Million
14.51% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,311,920
shares
|
$269 Million
0.33% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,296,545
shares
|
$266 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,250,816
shares
|
$256 Million
0.55% of portfolio
|
Q3 2023
Reduced 12.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,185,123
shares
|
$243 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,172,843
shares
|
$240 Million
0.3% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,150,526
shares
|
$236 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,121,182
shares
|
$230 Million
0.48% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 27, 2025 Q3 2025 |
1,079,013
shares
|
$221 Million
22.54% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,058,499
shares
|
$217 Million
0.26% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
960,531
shares
|
$197 Million
0.76% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
916,955
shares
|
$188 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
891,065
shares
|
$182 Million
7.38% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
822,701
shares
|
$168 Million
0.27% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
809,233
shares
|
$166 Million
9.81% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
768,594
shares
|
$157 Million
0.19% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
717,126
shares
|
$147 Million
0.83% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
686,114
shares
|
$141 Million
7.39% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
650,121
shares
|
$133 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
628,770
shares
|
$129 Million
1.72% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
612,154
shares
|
$125 Million
0.19% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
607,633
shares
|
$124 Million
2.42% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
589,703
shares
|
$121 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.21%
|
|