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 |
|---|---|---|---|---|---|
|
Tls Advisors LLC
Miami, FL |
Nov 04, 2025 Q3 2025 |
2,052
shares
|
$420,229
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,045
shares
|
$418,795
0.05% of portfolio
|
Q4 2025
Added 27.81%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
2,041
shares
|
$417,976
0.09% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,040
shares
|
$417,771
0.08% of portfolio
|
Q2 2023
Reduced 43.52%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
2,036
shares
|
$416,952
0.03% of portfolio
|
Q4 2025
Added 41.49%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
2,019
shares
|
$413,471
0.25% of portfolio
|
Q4 2025
Reduced 38.93%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
2,016
shares
|
$412,856
0.03% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
2,014
shares
|
$412,447
0.03% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,995
shares
|
$408,556
0.14% of portfolio
|
Q3 2025
Added 3339.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,991
shares
|
$407,736
0.03% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
1,970
shares
|
$403,436
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,959
shares
|
$401,183
0.0% of portfolio
|
Q3 2025
Reduced 90.11%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,956
shares
|
$400,569
0.02% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
1,955
shares
|
$400,364
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
1,954
shares
|
$400,159
0.25% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
1,954
shares
|
$400,159
0.11% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
1,936
shares
|
$396,473
0.22% of portfolio
|
Q4 2024
Added 72.09%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
1,934
shares
|
$396,063
0.06% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
1,928
shares
|
$394,835
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,918
shares
|
$392,787
0.02% of portfolio
|
Q2 2022
Reduced 31.4%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,917
shares
|
$392,582
0.07% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,915
shares
|
$392,172
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,914
shares
|
$391,968
0.01% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,914
shares
|
$391,968
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 12, 2026 Q4 2025 |
1,910
shares
|
$391,148
0.29% of portfolio
|
Q4 2023
New holding
|
|