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 1,993 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 $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
566,887
shares
|
$116 Million
0.03% of portfolio
|
Q3 2025
Added 50.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
548,332
shares
|
$112 Million
0.44% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
547,463
shares
|
$112 Million
0.03% of portfolio
|
Q4 2024
Added 144.29%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
547,391
shares
|
$112 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
540,970
shares
|
$111 Million
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
524,353
shares
|
$107 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
500,078
shares
|
$102 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
456,131
shares
|
$93.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
443,946
shares
|
$90.9 Million
1.07% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
437,499
shares
|
$89.6 Million
9.21% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
431,794
shares
|
$88.4 Million
5.92% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
428,406
shares
|
$87.7 Million
2.02% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
420,538
shares
|
$86.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
408,283
shares
|
$83.6 Million
0.24% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
405,937
shares
|
$83.1 Million
0.12% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
400,966
shares
|
$82.1 Million
16.24% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
389,893
shares
|
$79.8 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
387,794
shares
|
$79.4 Million
0.03% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
383,319
shares
|
$78.5 Million
3.29% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
381,407
shares
|
$78.1 Million
11.9% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
379,841
shares
|
$77.8 Million
0.92% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
367,037
shares
|
$75.2 Million
4.49% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
366,772
shares
|
$75.1 Million
7.65% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
364,662
shares
|
$74.7 Million
0.08% of portfolio
|
Q4 2023
Added 18.65%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
361,124
shares
|
$74 Million
17.28% of portfolio
|
Q3 2025
Added 0.11%
|
|