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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,860
shares
|
$995,279
0.2% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,825
shares
|
$988,111
0.15% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,805
shares
|
$984,015
0.02% of portfolio
|
Q3 2022
Reduced 24.57%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
4,794
shares
|
$981,763
0.27% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
4,783
shares
|
$979,510
0.18% of portfolio
|
Q3 2022
Added 3.62%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,780
shares
|
$978,896
0.02% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
4,764
shares
|
$975,619
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
4,749
shares
|
$972,547
0.12% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,738
shares
|
$970,295
0.11% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,699
shares
|
$962,308
0.04% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
4,699
shares
|
$962,308
0.56% of portfolio
|
Q4 2025
Reduced 37.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
4,695
shares
|
$961,489
0.19% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
4,688
shares
|
$960,055
0.58% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
4,686
shares
|
$959,645
0.48% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
4,680
shares
|
$958,417
0.07% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,668
shares
|
$955,959
0.06% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
4,665
shares
|
$955,345
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
4,650
shares
|
$952,273
0.08% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,640
shares
|
$950,225
0.06% of portfolio
|
Q3 2022
Added 9.51%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
4,635
shares
|
$949,201
0.08% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
4,609
shares
|
$943,877
0.16% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
4,609
shares
|
$943,877
1.43% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,605
shares
|
$943,057
0.05% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,598
shares
|
$941,624
0.03% of portfolio
|
Q3 2025
Reduced 7.73%
|
|