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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
19,208
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2025
Added 68.65%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
19,152
shares
|
$3.92 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
19,112
shares
|
$3.91 Million
0.06% of portfolio
|
Q4 2025
Added 21.64%
|
|
|
Dixon Fnancial Services, Inc.
|
Oct 08, 2025 Q3 2025 |
18,930
shares
|
$3.88 Million
1.77% of portfolio
|
Q1 2025
Added 45.5%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
18,862
shares
|
$3.86 Million
0.09% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
18,825
shares
|
$3.86 Million
0.38% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
My Personal Cfo, LLC
|
Oct 20, 2025 Q3 2025 |
18,811
shares
|
$3.85 Million
1.51% of portfolio
|
Q3 2025
New holding
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Oct 20, 2025 Q3 2025 |
18,811
shares
|
$3.85 Million
1.48% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
18,724
shares
|
$3.83 Million
0.24% of portfolio
|
Q3 2025
Reduced 43.4%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
18,663
shares
|
$3.82 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
18,581
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.03%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
18,542
shares
|
$3.8 Million
0.58% of portfolio
|
Q3 2025
Added 38.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
18,497
shares
|
$3.79 Million
0.07% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
18,368
shares
|
$3.76 Million
0.47% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
18,305
shares
|
$3.75 Million
0.11% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
18,262
shares
|
$3.74 Million
0.3% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
18,236
shares
|
$3.73 Million
0.45% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
18,204
shares
|
$3.73 Million
1.96% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
17,929
shares
|
$3.67 Million
0.22% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,852
shares
|
$3.66 Million
1.1% of portfolio
|
Q3 2025
Added 31.02%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
17,845
shares
|
$3.65 Million
0.23% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
17,805
shares
|
$3.65 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
17,431
shares
|
$3.57 Million
0.26% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
17,388
shares
|
$3.56 Million
0.56% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
16,948
shares
|
$3.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.27%
|
|