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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
3,478
shares
|
$712,259
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
3,477
shares
|
$712,054
0.19% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
3,464
shares
|
$709,392
0.22% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
3,460
shares
|
$708,573
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
3,455
shares
|
$707,549
0.15% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
3,442
shares
|
$704,887
0.16% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
3,438
shares
|
$704,068
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
3,436
shares
|
$703,658
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,426
shares
|
$701,610
0.06% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
3,397
shares
|
$695,671
0.08% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
3,388
shares
|
$693,828
0.18% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,383
shares
|
$692,804
0.12% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,381
shares
|
$692,394
0.02% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,368
shares
|
$689,732
0.07% of portfolio
|
Q1 2024
Reduced 30.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,361
shares
|
$688,299
0.0% of portfolio
|
Q2 2022
Added 20.08%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
3,350
shares
|
$686,046
0.08% of portfolio
|
Q2 2024
Reduced 97.48%
|
|
|
Aaf Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,348
shares
|
$685,636
0.31% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
3,335
shares
|
$682,974
0.15% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
3,330
shares
|
$681,950
0.1% of portfolio
|
Q3 2025
Added 59.87%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
3,328
shares
|
$681,541
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
3,324
shares
|
$680,721
0.03% of portfolio
|
Q2 2025
Added 128.45%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
3,320
shares
|
$679,902
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3,311
shares
|
$678,059
0.2% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,310
shares
|
$677,854
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,291
shares
|
$673,963
0.03% of portfolio
|
Q3 2022
Added 87.84%
|
|