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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
7,279
shares
|
$1.49 Million
1.06% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
7,270
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,267
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
7,238
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,221
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2024
Added 277.67%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,177
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
7,167
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
7,155
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
7,145
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
7,129
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
7,113
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
7,104
shares
|
$1.45 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
7,080
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
7,076
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2025
Added 37.53%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,070
shares
|
$1.45 Million
0.69% of portfolio
|
Q4 2023
Added 2.08%
|
|
|
Capital World Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,058
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
7,047
shares
|
$1.44 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,004
shares
|
$1.43 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,992
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2025
Reduced 12.79%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,990
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
6,969
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 47.91%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
6,964
shares
|
$1.43 Million
0.74% of portfolio
|
Q3 2025
Reduced 15.28%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
6,963
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.74%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,943
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,941
shares
|
$1.42 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.04%
|
|