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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
5,200
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,198
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
5,183
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
5,183
shares
|
$1.06 Million
0.15% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
5,182
shares
|
$1.06 Million
1.17% of portfolio
|
Q3 2022
Reduced 16.12%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
5,179
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
5,169
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
5,162
shares
|
$1.06 Million
0.16% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
5,158
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,148
shares
|
$1.05 Million
0.13% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,133
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,132
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Nov 10, 2025 Q3 2025 |
5,111
shares
|
$1.05 Million
0.8% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
5,100
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,085
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
5,082
shares
|
$1.04 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
5,050
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2018
Added 129.44%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
5,012
shares
|
$1.03 Million
0.65% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5,010
shares
|
$1.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,994
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
4,981
shares
|
$1.02 Million
0.76% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,964
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
4,963
shares
|
$1.02 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
4,954
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
4,862
shares
|
$995,688
0.72% of portfolio
|
Q3 2025
Reduced 2.27%
|
|