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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,596
shares
|
$941,214
0.33% of portfolio
|
Q2 2022
Reduced 3.69%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
4,589
shares
|
$939,781
0.67% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
4,587
shares
|
$939,371
0.53% of portfolio
|
Q4 2025
Added 9.4%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,563
shares
|
$934,456
0.06% of portfolio
|
Q3 2025
Added 339.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,557
shares
|
$933,228
0.0% of portfolio
|
Q4 2022
Added 4.78%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,554
shares
|
$932,613
0.15% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
4,547
shares
|
$931,180
0.11% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,529
shares
|
$927,493
0.23% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
4,507
shares
|
$922,988
0.33% of portfolio
|
Q4 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,504
shares
|
$922,374
0.11% of portfolio
|
Q4 2025
Added 11.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
4,462
shares
|
$913,772
0.03% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,452
shares
|
$911,725
0.04% of portfolio
|
Q4 2024
Reduced 12.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
4,449
shares
|
$911,110
0.19% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
4,443
shares
|
$909,881
0.09% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
4,421
shares
|
$905,376
0.18% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,393
shares
|
$899,642
0.27% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,387
shares
|
$898,413
0.13% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,371
shares
|
$895,137
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,368
shares
|
$894,522
0.04% of portfolio
|
Q2 2024
Added 8.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
4,367
shares
|
$894,317
0.12% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
4,345
shares
|
$889,812
0.02% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
4,336
shares
|
$887,969
0.15% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,335
shares
|
$887,764
0.29% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,333
shares
|
$887,355
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
4,331
shares
|
$886,945
0.11% of portfolio
|
Q4 2025
Reduced 10.66%
|
|