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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
7,777
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
7,748
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Nov 12, 2025 Q3 2025 |
7,732
shares
|
$1.58 Million
0.99% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
7,714
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
7,702
shares
|
$1.58 Million
0.17% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,665
shares
|
$1.57 Million
0.54% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
David Kennon Inc
Sarasota, FL |
Nov 07, 2025 Q3 2025 |
7,650
shares
|
$1.57 Million
0.62% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
7,616
shares
|
$1.56 Million
0.68% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
7,608
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,597
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
7,527
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2022
Reduced 3.19%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
7,500
shares
|
$1.54 Million
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
7,479
shares
|
$1.53 Million
1.31% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
7,456
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
7,427
shares
|
$1.52 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.58%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
7,387
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
7,356
shares
|
$1.51 Million
0.39% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
7,349
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
7,295
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
7,289
shares
|
$1.49 Million
0.71% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
7,286
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
7,279
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2025
Added 29.59%
|
|