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 1,993 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
356,398
shares
|
$73 Million
0.46% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
352,081
shares
|
$72.1 Million
0.56% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
351,697
shares
|
$72 Million
3.12% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
Nov 03, 2025 Q3 2025 |
343,569
shares
|
$70.4 Million
29.68% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
333,868
shares
|
$68.4 Million
0.36% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
330,241
shares
|
$67.6 Million
0.55% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
321,587
shares
|
$65.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 99.17%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
313,086
shares
|
$64.1 Million
0.42% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
307,233
shares
|
$62.9 Million
0.38% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
302,275
shares
|
$61.9 Million
0.02% of portfolio
|
Q3 2025
Added 411.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
297,422
shares
|
$60.9 Million
0.28% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
291,215
shares
|
$59.6 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
291,173
shares
|
$59.6 Million
0.12% of portfolio
|
Q3 2025
Added 615.85%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
288,545
shares
|
$59.1 Million
17.01% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
281,329
shares
|
$57.6 Million
14.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
280,929
shares
|
$57.5 Million
1.51% of portfolio
|
Q4 2023
Reduced 2.78%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
273,076
shares
|
$55.9 Million
0.73% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
267,641
shares
|
$54.8 Million
16.86% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
265,429
shares
|
$54.4 Million
5.04% of portfolio
|
Q3 2025
Reduced 10.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
263,370
shares
|
$53.9 Million
0.13% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
243,589
shares
|
$49.9 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
241,547
shares
|
$49.5 Million
1.49% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
237,715
shares
|
$48.7 Million
0.13% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
235,430
shares
|
$48.2 Million
2.68% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Wind River Trust CO
|
Nov 12, 2025 Q3 2025 |
233,705
shares
|
$47.9 Million
17.76% of portfolio
|
Q3 2025
Reduced 1.93%
|
|