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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
13,400
shares
|
$2.74 Million
1.11% of portfolio
|
Q1 2023
Reduced 1.26%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
13,379
shares
|
$2.74 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
13,375
shares
|
$2.74 Million
1.76% of portfolio
|
Q4 2025
Reduced 5.73%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
13,348
shares
|
$2.73 Million
0.25% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
13,343
shares
|
$2.73 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
13,253
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
13,189
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
13,149
shares
|
$2.69 Million
0.58% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
13,148
shares
|
$2.69 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
12,932
shares
|
$2.65 Million
0.38% of portfolio
|
Q3 2025
Reduced 24.09%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
12,811
shares
|
$2.62 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
12,792
shares
|
$2.62 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 10, 2025 Q3 2025 |
12,751
shares
|
$2.61 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
12,693
shares
|
$2.6 Million
1.81% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
12,580
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 318.77%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
12,524
shares
|
$2.56 Million
2.21% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,522
shares
|
$2.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
12,395
shares
|
$2.54 Million
0.67% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
12,387
shares
|
$2.54 Million
0.16% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
12,375
shares
|
$2.53 Million
0.15% of portfolio
|
Q4 2025
Added 26.65%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
12,330
shares
|
$2.53 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
12,271
shares
|
$2.51 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
12,267
shares
|
$2.51 Million
1.91% of portfolio
|
Q3 2025
Reduced 2.28%
|
|