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 |
|---|---|---|---|---|---|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
3,126
shares
|
$640,173
0.16% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,120
shares
|
$638,944
0.06% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
3,113
shares
|
$637,511
0.35% of portfolio
|
Q3 2024
Reduced 36.03%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,105
shares
|
$635,872
0.04% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
3,105
shares
|
$635,872
0.45% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
3,104
shares
|
$635,668
0.03% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
3,099
shares
|
$634,644
0.14% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
3,097
shares
|
$634,234
0.07% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
3,094
shares
|
$633,620
0.22% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
3,084
shares
|
$631,572
0.14% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
3,063
shares
|
$627,271
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
3,043
shares
|
$623,175
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,039
shares
|
$622,356
0.07% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
3,025
shares
|
$619,489
0.18% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
3,017
shares
|
$617,851
0.5% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
3,001
shares
|
$614,574
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Nov 12, 2025 Q3 2025 |
2,994
shares
|
$613,141
0.23% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,993
shares
|
$612,936
0.21% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
2,970
shares
|
$608,226
0.11% of portfolio
|
Q1 2024
Added 20.73%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,970
shares
|
$608,226
0.03% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
2,966
shares
|
$607,407
0.03% of portfolio
|
Q1 2025
Added 5.7%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,964
shares
|
$606,997
0.01% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
2,959
shares
|
$605,973
0.05% of portfolio
|
Q4 2025
Added 11.7%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
2,945
shares
|
$603,106
0.3% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,941
shares
|
$602,287
0.09% of portfolio
|
Q2 2025
Reduced 9.26%
|
|