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 2,002 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,932
shares
|
$3.47 Million
0.38% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
16,911
shares
|
$3.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
16,899
shares
|
$3.46 Million
0.03% of portfolio
|
Q3 2025
Added 16.11%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
16,887
shares
|
$3.46 Million
1.18% of portfolio
|
Q4 2025
Reduced 20.13%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
16,883
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
16,669
shares
|
$3.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.86%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
16,594
shares
|
$3.4 Million
2.25% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
16,562
shares
|
$3.39 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
16,553
shares
|
$3.39 Million
0.17% of portfolio
|
Q4 2025
Added 6.37%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
16,448
shares
|
$3.37 Million
0.43% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
16,421
shares
|
$3.36 Million
0.38% of portfolio
|
Q4 2025
Added 1.39%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
16,413
shares
|
$3.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.42%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
16,413
shares
|
$3.36 Million
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
16,382
shares
|
$3.35 Million
0.05% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
16,376
shares
|
$3.35 Million
0.47% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
16,334
shares
|
$3.35 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
16,325
shares
|
$3.34 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.94%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
16,314
shares
|
$3.34 Million
0.59% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Donald Smith & Co., Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
16,300
shares
|
$3.34 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
16,184
shares
|
$3.31 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
15,945
shares
|
$3.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,943
shares
|
$3.26 Million
0.43% of portfolio
|
Q4 2024
Reduced 13.24%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
15,801
shares
|
$3.24 Million
0.27% of portfolio
|
Q4 2025
Reduced 8.86%
|
|