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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,079
shares
|
$835,338
0.03% of portfolio
|
Q3 2025
Added 46.94%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
4,076
shares
|
$834,724
0.21% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
4,066
shares
|
$832,676
0.19% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
4,064
shares
|
$832,266
0.47% of portfolio
|
Q4 2024
Added 10.31%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,063
shares
|
$832,061
0.02% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,058
shares
|
$831,037
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
4,052
shares
|
$829,809
0.01% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,049
shares
|
$829,194
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
4,048
shares
|
$828,989
0.09% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,035
shares
|
$826,327
0.15% of portfolio
|
Q3 2025
Reduced 29.54%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,033
shares
|
$825,918
0.07% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
4,012
shares
|
$821,617
0.02% of portfolio
|
Q3 2025
Added 23.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,009
shares
|
$821,003
0.03% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,003
shares
|
$819,774
0.29% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$819,160
0.04% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$819,160
0.42% of portfolio
|
Q4 2021
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
3,998
shares
|
$818,750
0.09% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Oct 28, 2025 Q3 2025 |
3,979
shares
|
$814,859
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,958
shares
|
$810,558
0.09% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3,958
shares
|
$810,558
0.12% of portfolio
|
Q3 2024
Added 80.4%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,951
shares
|
$809,125
0.06% of portfolio
|
Q3 2025
Added 57.66%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
3,948
shares
|
$808,510
0.1% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,911
shares
|
$800,933
0.25% of portfolio
|
Q4 2023
Reduced 1.81%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
3,906
shares
|
$799,909
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
3,900
shares
|
$798,681
0.18% of portfolio
|
Q3 2025
Added 0.18%
|
|