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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
2,736
shares
|
$560,305
0.02% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,727
shares
|
$558,462
0.04% of portfolio
|
Q3 2025
Added 41.37%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
2,726
shares
|
$558,257
0.11% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
2,713
shares
|
$555,595
0.39% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,703
shares
|
$553,547
0.07% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,700
shares
|
$552,933
0.02% of portfolio
|
Q4 2025
Added 10.38%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,695
shares
|
$551,909
0.19% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,695
shares
|
$551,909
0.02% of portfolio
|
Q3 2025
Added 73.65%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
2,690
shares
|
$550,885
0.1% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,683
shares
|
$549,451
0.02% of portfolio
|
Q4 2023
Reduced 46.97%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
2,677
shares
|
$548,222
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,676
shares
|
$548,018
0.11% of portfolio
|
Q3 2025
Added 107.76%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,674
shares
|
$547,608
0.05% of portfolio
|
Q3 2025
Added 101.36%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,670
shares
|
$546,789
0.03% of portfolio
|
Q2 2025
Reduced 29.35%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
2,665
shares
|
$545,765
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
2,660
shares
|
$544,741
0.19% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
2,647
shares
|
$542,079
0.44% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
2,641
shares
|
$540,850
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
2,636
shares
|
$539,826
0.02% of portfolio
|
Q3 2025
Added 108.87%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
2,636
shares
|
$539,826
0.23% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
2,636
shares
|
$539,826
0.0% of portfolio
|
Q3 2025
Added 18.74%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,633
shares
|
$539,212
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,626
shares
|
$537,778
0.12% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
2,624
shares
|
$537,368
0.27% of portfolio
|
Q3 2023
Reduced 7.54%
|
|