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 2,002 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 |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,935
shares
|
$601,058
0.15% of portfolio
|
Q2 2025
Added 29.75%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
2,925
shares
|
$599,010
1.48% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,902
shares
|
$594,300
0.14% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
2,899
shares
|
$593,686
0.11% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,888
shares
|
$591,433
0.2% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
2,879
shares
|
$589,590
0.03% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,878
shares
|
$589,385
0.09% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
2,865
shares
|
$586,723
0.05% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
2,865
shares
|
$586,723
0.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
2,851
shares
|
$583,856
0.02% of portfolio
|
Q2 2025
Added 62.36%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
2,845
shares
|
$582,627
0.11% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,842
shares
|
$582,013
0.1% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
2,836
shares
|
$580,784
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,831
shares
|
$579,760
0.35% of portfolio
|
Q3 2021
Reduced 8.26%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
2,831
shares
|
$579,760
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
2,823
shares
|
$578,122
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
2,819
shares
|
$577,303
0.15% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
2,810
shares
|
$575,459
0.08% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,779
shares
|
$569,111
0.05% of portfolio
|
Q3 2025
Reduced 17.85%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
2,769
shares
|
$567,063
0.23% of portfolio
|
Q3 2025
Reduced 51.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
2,768
shares
|
$566,858
0.07% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,759
shares
|
$565,015
0.05% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
2,753
shares
|
$563,786
0.01% of portfolio
|
Q3 2025
Added 51.68%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
2,750
shares
|
$563,172
0.21% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,741
shares
|
$561,329
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|