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 |
|---|---|---|---|---|---|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
4,330
shares
|
$886,740
0.51% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
4,319
shares
|
$884,488
0.02% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
4,302
shares
|
$881,006
0.64% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
4,292
shares
|
$878,958
0.26% of portfolio
|
Q4 2022
Reduced 99.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4,281
shares
|
$876,705
0.38% of portfolio
|
Q4 2023
Reduced 0.02%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,250
shares
|
$870,357
0.01% of portfolio
|
Q3 2025
Added 162.18%
|
|
|
Barnett & Company, Inc.
|
Nov 10, 2025 Q3 2025 |
4,241
shares
|
$868,514
0.7% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
4,240
shares
|
$868,309
0.31% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,233
shares
|
$866,876
0.05% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Evergreen Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,228
shares
|
$865,852
0.22% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,215
shares
|
$863,189
0.16% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
4,200
shares
|
$860,118
0.06% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
4,198
shares
|
$859,708
0.17% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,188
shares
|
$857,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
4,168
shares
|
$853,564
0.49% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
4,153
shares
|
$850,492
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
4,141
shares
|
$848,035
0.05% of portfolio
|
Q3 2025
Added 184.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,136
shares
|
$847,011
0.03% of portfolio
|
Q3 2025
Added 20.3%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
4,124
shares
|
$844,553
0.03% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,121
shares
|
$843,939
0.2% of portfolio
|
Q4 2024
Added 13.87%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,106
shares
|
$840,867
0.05% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
London CO Of Virginia
Richmond, VA |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$839,639
0.0% of portfolio
|
Q3 2025
Reduced 38.84%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
4,087
shares
|
$836,976
0.06% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
4,085
shares
|
$836,567
0.21% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,079
shares
|
$835,338
0.03% of portfolio
|
Q3 2025
Added 46.94%
|
|