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 |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
6,124
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
6,117
shares
|
$1.25 Million
0.62% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6,116
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,114
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Added 30.56%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,098
shares
|
$1.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
6,097
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
6,085
shares
|
$1.25 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
6,079
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
6,039
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2025
Reduced 6.2%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,029
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
6,000
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
5,998
shares
|
$1.23 Million
0.2% of portfolio
|
Q3 2025
Added 24.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,982
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.8%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
5,975
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2022
Reduced 3.69%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,975
shares
|
$1.22 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,951
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,945
shares
|
$1.22 Million
0.2% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
5,935
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,926
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
5,880
shares
|
$1.2 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,853
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,853
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
5,850
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
5,844
shares
|
$1.2 Million
0.28% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
5,843
shares
|
$1.2 Million
0.78% of portfolio
|
Q3 2025
Added 11.0%
|
|