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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
3,275
shares
|
$670,687
0.39% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
3,272
shares
|
$670,072
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
3,264
shares
|
$668,434
0.1% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$664,133
0.04% of portfolio
|
Q4 2022
Reduced 20.46%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,242
shares
|
$663,929
0.01% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,238
shares
|
$663,110
0.01% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,234
shares
|
$662,290
0.05% of portfolio
|
Q2 2025
Added 174.77%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
3,231
shares
|
$661,676
0.12% of portfolio
|
Q3 2025
Added 44.56%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
3,227
shares
|
$660,857
0.09% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,221
shares
|
$659,628
0.05% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
3,217
shares
|
$658,809
0.03% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
3,215
shares
|
$658,399
0.04% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,213
shares
|
$657,990
0.43% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,210
shares
|
$657,375
0.21% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,200
shares
|
$655,328
0.19% of portfolio
|
Q1 2024
Added 1500.0%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
3,199
shares
|
$655,123
0.35% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,182
shares
|
$651,641
0.22% of portfolio
|
Q4 2023
Added 2.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,181
shares
|
$651,436
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
3,157
shares
|
$646,522
0.09% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,156
shares
|
$646,317
0.23% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,154
shares
|
$645,907
0.04% of portfolio
|
Q3 2025
Added 77.29%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,142
shares
|
$643,450
0.08% of portfolio
|
Q3 2024
Reduced 16.88%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,141
shares
|
$643,245
0.02% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
3,136
shares
|
$642,221
0.17% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
3,126
shares
|
$640,173
0.16% of portfolio
|
Q3 2025
Reduced 6.77%
|
|