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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
10,259
shares
|
$2.1 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
10,247
shares
|
$2.1 Million
0.38% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
10,222
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,214
shares
|
$2.09 Million
0.1% of portfolio
|
Q3 2025
Added 96.27%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
10,211
shares
|
$2.09 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
10,193
shares
|
$2.09 Million
0.48% of portfolio
|
Q3 2025
Added 30.46%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
10,165
shares
|
$2.08 Million
0.03% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,161
shares
|
$2.08 Million
0.15% of portfolio
|
Q4 2022
Reduced 3.14%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
10,159
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
10,094
shares
|
$2.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 33.17%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,069
shares
|
$2.06 Million
0.45% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
10,044
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
10,015
shares
|
$2.05 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
10,013
shares
|
$2.05 Million
0.25% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
9,999
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
9,941
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
9,934
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
9,919
shares
|
$2.03 Million
2.69% of portfolio
|
Q3 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
9,910
shares
|
$2.03 Million
0.6% of portfolio
|
Q4 2025
Reduced 3.55%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
9,893
shares
|
$2.03 Million
0.91% of portfolio
|
Q2 2022
Reduced 3.04%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
9,836
shares
|
$2.01 Million
0.48% of portfolio
|
Q4 2025
Added 40.05%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 14, 2026 Q4 2025 |
9,821
shares
|
$2.01 Million
0.8% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
9,799
shares
|
$2.01 Million
0.6% of portfolio
|
Q4 2025
Reduced 14.31%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
9,771
shares
|
$2 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
9,762
shares
|
$2 Million
0.72% of portfolio
|
Q3 2025
Added 4.78%
|
|