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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,820
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
5,779
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2025
Reduced 6.0%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
5,763
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,762
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
5,722
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
5,704
shares
|
$1.17 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
5,696
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
5,693
shares
|
$1.17 Million
0.16% of portfolio
|
Q1 2025
Reduced 62.81%
|
|
|
Regis Management CO LLC
|
Aug 05, 2024 Q2 2024 |
5,685
shares
|
$1.16 Million
0.3% of portfolio
|
Q1 2023
Added 131.76%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
5,662
shares
|
$1.16 Million
0.17% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
5,653
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
5,645
shares
|
$1.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,628
shares
|
$1.15 Million
0.1% of portfolio
|
Q3 2023
Reduced 0.09%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
5,597
shares
|
$1.15 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,595
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
5,561
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,559
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
5,544
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5,543
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,532
shares
|
$1.13 Million
0.24% of portfolio
|
Q3 2025
Added 68.71%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,524
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,519
shares
|
$1.13 Million
0.32% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,508
shares
|
$1.13 Million
0.11% of portfolio
|
Q3 2025
Reduced 77.81%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
5,506
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Smead Capital Management, Inc.
Phoenix, AZ |
Nov 10, 2025 Q3 2025 |
5,506
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 57.49%
|
|