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 |
|---|---|---|---|---|---|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 10, 2025 Q3 2025 |
2,141
shares
|
$438,455
0.07% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
2,137
shares
|
$437,636
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
2,131
shares
|
$436,407
0.16% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,130
shares
|
$436,202
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,130
shares
|
$436,202
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Weatherly Asset Management L. P.
|
Oct 16, 2025 Q3 2025 |
2,128
shares
|
$435,793
0.04% of portfolio
|
Q4 2022
Reduced 38.1%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
2,124
shares
|
$434,973
0.08% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,123
shares
|
$434,769
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
2,117
shares
|
$433,540
0.08% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,117
shares
|
$433,540
0.09% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
2,114
shares
|
$432,926
0.07% of portfolio
|
Q4 2025
Added 88.58%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
2,112
shares
|
$432,516
0.32% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
2,109
shares
|
$431,902
0.03% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,107
shares
|
$431,492
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,104
shares
|
$430,878
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,101
shares
|
$430,263
0.02% of portfolio
|
Q3 2025
Added 56.44%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,098
shares
|
$429,649
0.04% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,096
shares
|
$429,239
0.07% of portfolio
|
Q4 2025
Added 28.91%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,091
shares
|
$428,215
0.07% of portfolio
|
Q4 2022
Added 8.85%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,087
shares
|
$427,396
0.1% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
2,081
shares
|
$426,167
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
2,065
shares
|
$422,891
0.0% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Oct 28, 2025 Q3 2025 |
2,060
shares
|
$421,867
0.02% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
2,059
shares
|
$421,662
0.06% of portfolio
|
Q4 2025
Added 0.44%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
2,056
shares
|
$421,048
0.05% of portfolio
|
Q2 2025
Reduced 12.02%
|
|