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 2,000 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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
14,311
shares
|
$2.93 Million
0.83% of portfolio
|
Q3 2025
Added 21.55%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
14,293
shares
|
$2.93 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
14,269
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
14,259
shares
|
$2.92 Million
1.17% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
14,211
shares
|
$2.91 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Oct 14, 2025 Q3 2025 |
14,188
shares
|
$2.91 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
14,173
shares
|
$2.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
14,167
shares
|
$2.9 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
14,110
shares
|
$2.89 Million
0.11% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
14,023
shares
|
$2.87 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
13,976
shares
|
$2.86 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
13,900
shares
|
$2.85 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,889
shares
|
$2.84 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
13,886
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
13,880
shares
|
$2.84 Million
3.38% of portfolio
|
Q1 2023
Reduced 71.19%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
13,846
shares
|
$2.84 Million
0.87% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
13,824
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
13,740
shares
|
$2.81 Million
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
13,654
shares
|
$2.8 Million
1.64% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
13,586
shares
|
$2.78 Million
2.17% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
13,576
shares
|
$2.78 Million
0.64% of portfolio
|
Q3 2025
Added 862.15%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,574
shares
|
$2.78 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
13,539
shares
|
$2.77 Million
0.08% of portfolio
|
Q3 2025
Reduced 58.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,533
shares
|
$2.77 Million
0.07% of portfolio
|
Q3 2025
Added 95.28%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
13,407
shares
|
$2.75 Million
0.22% of portfolio
|
Q4 2025
Reduced 1.39%
|
|