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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,342
shares
|
$479,618
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
2,336
shares
|
$478,389
0.04% of portfolio
|
Q3 2025
Reduced 45.93%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
2,324
shares
|
$475,931
0.3% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
2,322
shares
|
$475,522
0.14% of portfolio
|
Q4 2020
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
2,318
shares
|
$474,703
0.03% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,315
shares
|
$474,088
0.06% of portfolio
|
Q4 2024
Added 53.72%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
2,310
shares
|
$473,064
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
2,306
shares
|
$472,245
0.04% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
2,305
shares
|
$472,040
0.03% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,304
shares
|
$471,836
0.03% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,300
shares
|
$471,017
0.13% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
2,300
shares
|
$471,017
0.09% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,289
shares
|
$468,764
0.14% of portfolio
|
Q2 2025
Reduced 23.75%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,277
shares
|
$466,306
0.02% of portfolio
|
Q3 2025
Reduced 28.24%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
2,274
shares
|
$465,692
0.15% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
2,268
shares
|
$464,463
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
2,262
shares
|
$463,234
0.06% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
2,259
shares
|
$462,620
0.04% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,251
shares
|
$460,982
0.04% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
2,239
shares
|
$458,524
0.02% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
2,237
shares
|
$458,115
0.36% of portfolio
|
Q4 2025
Reduced 13.36%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
2,235
shares
|
$457,705
0.07% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 05, 2025 Q3 2025 |
2,234
shares
|
$457,500
0.0% of portfolio
|
Q3 2025
Reduced 85.54%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,233
shares
|
$457,296
0.12% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
2,226
shares
|
$455,862
0.1% of portfolio
|
Q3 2025
Added 7.85%
|
|