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 |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
12,218
shares
|
$2.5 Million
0.49% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
12,215
shares
|
$2.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
12,210
shares
|
$2.5 Million
0.54% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
12,135
shares
|
$2.49 Million
0.76% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
12,052
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
11,900
shares
|
$2.44 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
11,875
shares
|
$2.43 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,862
shares
|
$2.43 Million
0.23% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
11,802
shares
|
$2.42 Million
0.08% of portfolio
|
Q4 2025
Reduced 12.83%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
11,789
shares
|
$2.41 Million
0.06% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
11,765
shares
|
$2.41 Million
0.41% of portfolio
|
Q3 2025
Added 208.87%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
11,756
shares
|
$2.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
11,755
shares
|
$2.41 Million
0.09% of portfolio
|
Q3 2025
Added 51.79%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
11,725
shares
|
$2.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
11,529
shares
|
$2.36 Million
0.92% of portfolio
|
Q3 2025
Reduced 54.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,514
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
11,456
shares
|
$2.35 Million
1.28% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
11,413
shares
|
$2.34 Million
2.29% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
11,404
shares
|
$2.34 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,343
shares
|
$2.32 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11,340
shares
|
$2.32 Million
0.06% of portfolio
|
Q3 2025
Reduced 35.87%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,328
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
11,296
shares
|
$2.31 Million
0.31% of portfolio
|
Q3 2025
Added 49.52%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
11,234
shares
|
$2.3 Million
0.39% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
11,229
shares
|
$2.3 Million
0.15% of portfolio
|
Q3 2025
Added 4.05%
|
|