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 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 |
|---|---|---|---|---|---|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,843
shares
|
$1.81 Million
1.4% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,833
shares
|
$1.81 Million
0.3% of portfolio
|
Q3 2025
Added 341.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
8,807
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,744
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,744
shares
|
$1.79 Million
0.26% of portfolio
|
Q3 2023
Reduced 11.74%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
8,717
shares
|
$1.79 Million
0.61% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Mycio Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
8,715
shares
|
$1.78 Million
0.41% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
8,603
shares
|
$1.76 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
8,597
shares
|
$1.76 Million
0.49% of portfolio
|
Q4 2025
Reduced 3.56%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
8,573
shares
|
$1.76 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,551
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
8,543
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
8,485
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
8,466
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
8,399
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
8,390
shares
|
$1.72 Million
1.53% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,342
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 12, 2026 Q4 2025 |
8,315
shares
|
$1.7 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,310
shares
|
$1.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 42.42%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,280
shares
|
$1.7 Million
0.12% of portfolio
|
Q3 2025
Added 431.11%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,276
shares
|
$1.69 Million
0.31% of portfolio
|
Q1 2022
Added 7.52%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
8,270
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,264
shares
|
$1.69 Million
0.4% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,264
shares
|
$1.69 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
8,218
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 19.57%
|
|