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 1,993 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
231,623
shares
|
$47.4 Million
0.42% of portfolio
|
Q3 2025
Added 186.63%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
228,418
shares
|
$46.8 Million
0.94% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
221,900
shares
|
$45.4 Million
6.2% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
221,171
shares
|
$45.3 Million
5.92% of portfolio
|
Q3 2022
Added 0.45%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
214,755
shares
|
$44 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Comprehensive Financial Management LLC
Los Gatos, CA |
Nov 14, 2025 Q3 2025 |
210,233
shares
|
$43.1 Million
1.19% of portfolio
|
Q3 2020
Reduced 2.03%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
209,354
shares
|
$42.9 Million
0.81% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
207,936
shares
|
$42.6 Million
4.64% of portfolio
|
Q3 2025
Reduced 3.62%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
206,654
shares
|
$42.3 Million
0.29% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
203,866
shares
|
$41.7 Million
0.96% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
200,770
shares
|
$41.1 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
198,036
shares
|
$40.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
197,928
shares
|
$40.5 Million
0.41% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
197,036
shares
|
$40.4 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
192,985
shares
|
$39.5 Million
2.67% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
192,871
shares
|
$39.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
190,811
shares
|
$39.1 Million
1.78% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
189,068
shares
|
$38.7 Million
1.22% of portfolio
|
Q1 2023
Reduced 2.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
185,078
shares
|
$37.9 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
184,923
shares
|
$37.9 Million
0.07% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
181,048
shares
|
$37.1 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
180,498
shares
|
$37 Million
3.44% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
180,085
shares
|
$36.9 Million
6.53% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
178,016
shares
|
$36.5 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
176,161
shares
|
$36.1 Million
5.3% of portfolio
|
Q3 2025
Reduced 3.15%
|
|