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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
6,928
shares
|
$1.42 Million
0.07% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
6,918
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2025
Reduced 34.1%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
6,904
shares
|
$1.41 Million
0.37% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,887
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2025
Added 87.66%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
6,789
shares
|
$1.39 Million
0.15% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
6,771
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Reduced 53.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
6,771
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
6,735
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
6,715
shares
|
$1.38 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
6,671
shares
|
$1.37 Million
0.08% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Oct 23, 2025 Q3 2025 |
6,639
shares
|
$1.36 Million
0.44% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
6,624
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,597
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,584
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2025
Added 124.33%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,564
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
6,564
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Financial Advisors, LLC
Andover, MA |
Nov 07, 2025 Q3 2025 |
6,537
shares
|
$1.34 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,521
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2023
Reduced 0.5%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
6,511
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2025
Added 35.45%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
6,485
shares
|
$1.33 Million
0.27% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,480
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2025
Added 13.58%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
6,479
shares
|
$1.33 Million
0.44% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
6,474
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
6,469
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2025
Reduced 3.66%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,468
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Added 28.26%
|
|