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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
15,780
shares
|
$3.23 Million
1.6% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
15,712
shares
|
$3.22 Million
0.2% of portfolio
|
Q4 2022
Added 550.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
15,680
shares
|
$3.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,609
shares
|
$3.2 Million
0.18% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,606
shares
|
$3.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
15,514
shares
|
$3.18 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
15,490
shares
|
$3.17 Million
0.36% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
15,404
shares
|
$3.15 Million
1.21% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
15,322
shares
|
$3.14 Million
3.28% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
15,188
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2022
Reduced 0.65%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
15,071
shares
|
$3.09 Million
0.87% of portfolio
|
Q3 2023
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
15,062
shares
|
$3.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
14,868
shares
|
$3.04 Million
0.22% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
14,860
shares
|
$3.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14,826
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
14,814
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2025
Added 6790.23%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,801
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
14,660
shares
|
$3 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
14,649
shares
|
$3 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
14,638
shares
|
$3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
14,557
shares
|
$2.98 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
14,486
shares
|
$2.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
14,482
shares
|
$2.97 Million
0.25% of portfolio
|
Q1 2023
Reduced 10.24%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
14,479
shares
|
$2.97 Million
2.42% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Nov 12, 2025 Q3 2025 |
14,434
shares
|
$2.96 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.03%
|
|