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 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 |
|---|---|---|---|---|---|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,180
shares
|
$2.29 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
11,127
shares
|
$2.28 Million
0.41% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
11,115
shares
|
$2.28 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Q3 Asset Management
|
Oct 27, 2025 Q3 2025 |
11,076
shares
|
$2.27 Million
0.77% of portfolio
|
Q3 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
11,000
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
10,955
shares
|
$2.24 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
10,936
shares
|
$2.24 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,925
shares
|
$2.24 Million
0.7% of portfolio
|
Q1 2024
Added 0.81%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
10,885
shares
|
$2.23 Million
0.32% of portfolio
|
Q2 2025
Reduced 64.41%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
10,881
shares
|
$2.23 Million
1.97% of portfolio
|
Q4 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
10,795
shares
|
$2.21 Million
0.14% of portfolio
|
Q1 2025
Added 14.27%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
10,772
shares
|
$2.21 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,737
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
10,735
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
10,710
shares
|
$2.19 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
10,707
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.57%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
10,635
shares
|
$2.18 Million
4.41% of portfolio
|
Q4 2021
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,618
shares
|
$2.17 Million
0.23% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
10,597
shares
|
$2.17 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
10,524
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
10,494
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,489
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
10,467
shares
|
$2.14 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10,343
shares
|
$2.12 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.53%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
10,275
shares
|
$2.1 Million
0.66% of portfolio
|
Q3 2025
Reduced 2.99%
|
|