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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,623
shares
|
$537,164
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
2,621
shares
|
$536,754
0.1% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,621
shares
|
$536,754
0.24% of portfolio
|
Q2 2023
Reduced 50.23%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
2,620
shares
|
$536,549
0.04% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
2,617
shares
|
$535,935
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
2,612
shares
|
$534,911
0.13% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
2,596
shares
|
$531,634
0.1% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
2,587
shares
|
$529,791
0.08% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,586
shares
|
$529,586
0.06% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,576
shares
|
$527,539
0.09% of portfolio
|
Q3 2023
Reduced 3.09%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
2,573
shares
|
$526,924
0.08% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
2,569
shares
|
$526,105
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,562
shares
|
$524,671
0.13% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
2,550
shares
|
$522,214
0.14% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
2,534
shares
|
$518,937
0.02% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
2,526
shares
|
$517,299
0.12% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
2,522
shares
|
$516,480
0.02% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
2,520
shares
|
$516,070
0.15% of portfolio
|
Q4 2021
Reduced 52.54%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,517
shares
|
$515,456
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
2,512
shares
|
$514,432
0.05% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,511
shares
|
$514,227
0.28% of portfolio
|
Q1 2024
Added 29.5%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
2,509
shares
|
$513,818
0.04% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
2,505
shares
|
$512,998
0.25% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
2,499
shares
|
$511,770
0.42% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
2,490
shares
|
$509,927
0.12% of portfolio
|
Q2 2025
Added 0.2%
|
|