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 2,009 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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,478
shares
|
$507,469
0.06% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
2,473
shares
|
$506,445
0.08% of portfolio
|
Q4 2025
Added 13.75%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
2,468
shares
|
$505,421
0.06% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
2,463
shares
|
$504,397
0.05% of portfolio
|
Q4 2025
Added 9.32%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
2,456
shares
|
$502,964
0.29% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,449
shares
|
$501,530
0.18% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
2,427
shares
|
$497,025
0.2% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
2,421
shares
|
$495,796
0.04% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,413
shares
|
$494,158
0.02% of portfolio
|
Q1 2024
Reduced 23.3%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,402
shares
|
$491,905
0.06% of portfolio
|
Q2 2024
Reduced 2.63%
|
|
|
Austin Asset Management CO Inc
|
Oct 23, 2025 Q3 2025 |
2,401
shares
|
$491,700
0.1% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$491,496
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2,391
shares
|
$489,652
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
2,384
shares
|
$488,219
0.09% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
2,381
shares
|
$487,604
0.14% of portfolio
|
Q2 2022
Added 3.93%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
2,378
shares
|
$486,990
0.24% of portfolio
|
Q2 2022
Added 0.89%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,378
shares
|
$486,990
0.08% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,372
shares
|
$485,761
0.02% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
2,364
shares
|
$484,123
0.04% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
2,360
shares
|
$483,304
0.08% of portfolio
|
Q1 2023
Added 12.38%
|
|
|
First Citizens Asset Management, Inc.
Raleigh, NC |
Nov 04, 2025 Q3 2025 |
2,357
shares
|
$482,690
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
2,356
shares
|
$482,485
0.0% of portfolio
|
Q3 2025
Reduced 91.48%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,353
shares
|
$481,870
0.02% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
2,347
shares
|
$480,642
0.19% of portfolio
|
Q3 2025
Added 19.02%
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
2,345
shares
|
$480,232
0.75% of portfolio
|
Q3 2025
Added 48.32%
|
|