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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$757,723
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,675
shares
|
$752,603
0.05% of portfolio
|
Q3 2025
Added 59.02%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
3,665
shares
|
$750,555
0.1% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
3,656
shares
|
$748,712
0.07% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
3,655
shares
|
$748,507
0.03% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
3,651
shares
|
$747,688
0.36% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
3,644
shares
|
$746,254
0.27% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,627
shares
|
$742,773
0.07% of portfolio
|
Q2 2023
Added 36.92%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
3,604
shares
|
$738,063
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
3,603
shares
|
$737,858
0.29% of portfolio
|
Q4 2025
Reduced 30.03%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,602
shares
|
$737,653
0.17% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,591
shares
|
$735,400
0.27% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,572
shares
|
$731,509
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
3,567
shares
|
$730,485
0.27% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,567
shares
|
$730,485
0.06% of portfolio
|
Q2 2025
Reduced 28.1%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
3,563
shares
|
$729,666
0.19% of portfolio
|
Q2 2025
Added 49.39%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
3,559
shares
|
$728,847
0.1% of portfolio
|
Q4 2025
Reduced 3.94%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
3,550
shares
|
$727,004
0.1% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
3,542
shares
|
$725,366
0.38% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
3,541
shares
|
$725,161
0.44% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,539
shares
|
$724,751
0.06% of portfolio
|
Q2 2025
Added 26.03%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
3,533
shares
|
$723,523
0.24% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
3,528
shares
|
$722,499
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,525
shares
|
$721,884
0.16% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
3,512
shares
|
$719,222
0.04% of portfolio
|
Q3 2025
Added 0.4%
|
|