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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
6,430
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,428
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
6,408
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2025
Added 776.61%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
6,407
shares
|
$1.31 Million
3.4% of portfolio
|
Q3 2023
Added 4.3%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
6,389
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
6,373
shares
|
$1.31 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,355
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,351
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Hourglass Capital, LLC
|
Jan 14, 2026 Q4 2025 |
6,339
shares
|
$1.3 Million
0.3% of portfolio
|
Q4 2025
Added 492.98%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
6,331
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 74.74%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
6,298
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
6,286
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,279
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 36.53%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
6,274
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
Reduced 56.08%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
6,272
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
6,267
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
6,267
shares
|
$1.28 Million
1.52% of portfolio
|
Q3 2023
Reduced 14.83%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,259
shares
|
$1.28 Million
0.36% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,250
shares
|
$1.28 Million
0.15% of portfolio
|
Q4 2025
Added 4.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
6,235
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,228
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
6,222
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2023
Reduced 5.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
6,207
shares
|
$1.27 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.6%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
6,168
shares
|
$1.26 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
6,139
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|