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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
8,196
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
8,179
shares
|
$1.67 Million
0.43% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
8,168
shares
|
$1.67 Million
0.28% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
8,168
shares
|
$1.67 Million
0.55% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
8,138
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
8,121
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Alamar Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,104
shares
|
$1.66 Million
0.9% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
8,102
shares
|
$1.66 Million
0.57% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,097
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,042
shares
|
$1.65 Million
0.27% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
8,034
shares
|
$1.65 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
8,017
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2025
Reduced 76.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
7,993
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Hamlin Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
7,975
shares
|
$1.63 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
7,972
shares
|
$1.63 Million
1.19% of portfolio
|
Q4 2025
Reduced 0.29%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,964
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
7,938
shares
|
$1.63 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
7,920
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.8%
|
|
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
7,884
shares
|
$1.61 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
7,882
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 23.66%
|
|
|
Vista Capital Partners, Inc.
|
Nov 06, 2025 Q3 2025 |
7,847
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.0%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
7,818
shares
|
$1.6 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,810
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
7,799
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
7,798
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.56%
|
|