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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,221
shares
|
$454,838
0.02% of portfolio
|
Q4 2022
Added 25.41%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
2,218
shares
|
$454,224
0.14% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,217
shares
|
$454,019
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,216
shares
|
$453,814
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
2,215
shares
|
$453,609
0.01% of portfolio
|
Q2 2025
Reduced 17.17%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
2,209
shares
|
$452,381
0.04% of portfolio
|
Q3 2023
Added 15.29%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
2,204
shares
|
$451,357
0.03% of portfolio
|
Q3 2025
Reduced 69.1%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2,199
shares
|
$450,333
0.07% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
2,191
shares
|
$448,694
0.3% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
2,188
shares
|
$448,080
0.01% of portfolio
|
Q4 2025
Reduced 0.5%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,185
shares
|
$447,466
0.01% of portfolio
|
Q4 2023
Added 6.74%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
2,183
shares
|
$447,056
0.32% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,183
shares
|
$447,056
0.08% of portfolio
|
Q1 2022
Reduced 15.84%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
2,180
shares
|
$446,442
0.14% of portfolio
|
Q4 2025
Reduced 0.82%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
2,177
shares
|
$445,827
0.08% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,174
shares
|
$445,213
0.14% of portfolio
|
Q2 2025
Added 77.91%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,170
shares
|
$444,394
0.14% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
2,170
shares
|
$444,394
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
2,162
shares
|
$442,755
0.09% of portfolio
|
Q3 2025
Added 228.07%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,161
shares
|
$442,551
0.14% of portfolio
|
Q2 2025
Reduced 8.08%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
2,158
shares
|
$441,936
0.15% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,157
shares
|
$441,732
0.05% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
2,155
shares
|
$441,322
0.13% of portfolio
|
Q4 2025
Reduced 3.32%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
2,146
shares
|
$439,479
0.09% of portfolio
|
Q4 2023
Reduced 2.85%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
2,143
shares
|
$438,864
0.2% of portfolio
|
Q3 2025
Reduced 0.88%
|
|