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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
3,895
shares
|
$797,657
0.13% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,876
shares
|
$793,766
0.13% of portfolio
|
Q2 2025
Added 39.07%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
3,867
shares
|
$791,922
0.27% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
3,850
shares
|
$788,441
0.43% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
3,835
shares
|
$785,369
0.01% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,835
shares
|
$785,369
0.06% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
3,832
shares
|
$784,755
0.67% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,831
shares
|
$784,550
0.24% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
3,813
shares
|
$780,864
0.6% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,808
shares
|
$779,840
0.06% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
3,806
shares
|
$779,430
0.46% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,805
shares
|
$779,225
0.06% of portfolio
|
Q3 2025
Added 125.01%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
3,804
shares
|
$779,021
0.72% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,802
shares
|
$778,611
0.28% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
3,801
shares
|
$778,406
0.33% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
3,796
shares
|
$777,382
0.01% of portfolio
|
Q3 2025
Reduced 16.7%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
3,790
shares
|
$776,154
0.18% of portfolio
|
Q4 2025
Reduced 34.62%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
3,777
shares
|
$773,491
0.42% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
3,771
shares
|
$772,263
0.12% of portfolio
|
Q4 2025
Reduced 2.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
3,771
shares
|
$772,263
0.08% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,760
shares
|
$770,010
0.08% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
3,754
shares
|
$768,781
0.68% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
3,744
shares
|
$766,733
0.04% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,733
shares
|
$764,481
0.07% of portfolio
|
Q3 2025
Added 68.0%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
3,702
shares
|
$758,132
0.21% of portfolio
|
Q3 2025
Reduced 0.8%
|
|