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 |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
5,503
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
5,491
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,484
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
5,477
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
5,456
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 51.18%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
5,437
shares
|
$1.11 Million
0.37% of portfolio
|
Q4 2025
Added 11.25%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
5,427
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
5,423
shares
|
$1.11 Million
0.38% of portfolio
|
Q3 2025
Reduced 17.97%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,409
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
5,404
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
5,398
shares
|
$1.11 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
5,383
shares
|
$1.1 Million
0.31% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
5,358
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
5,343
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,331
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
5,317
shares
|
$1.09 Million
0.43% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
5,316
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
5,300
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,268
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
5,249
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
5,229
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,219
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
Oct 15, 2025 Q3 2025 |
5,216
shares
|
$1.07 Million
0.71% of portfolio
|
Q2 2025
Reduced 99.47%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,205
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
5,205
shares
|
$1.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.84%
|
|