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 |
|---|---|---|---|---|---|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,902
shares
|
$389,510
0.15% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
1,900
shares
|
$389,101
0.01% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
1,900
shares
|
$389,101
0.09% of portfolio
|
Q3 2023
Reduced 3.65%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
1,895
shares
|
$388,077
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,891
shares
|
$387,257
0.2% of portfolio
|
Q1 2023
Added 0.53%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
1,889
shares
|
$386,848
0.09% of portfolio
|
Q1 2024
Added 23.14%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,879
shares
|
$384,800
0.04% of portfolio
|
Q3 2025
Added 57.11%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,879
shares
|
$384,800
0.05% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,874
shares
|
$383,776
0.25% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
1,869
shares
|
$382,752
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,867
shares
|
$382,342
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,864
shares
|
$381,728
0.02% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,863
shares
|
$381,523
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
1,858
shares
|
$380,499
0.08% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
1,852
shares
|
$379,271
0.01% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
1,850
shares
|
$378,861
0.12% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
1,842
shares
|
$377,223
0.03% of portfolio
|
Q2 2021
Reduced 4.41%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
1,842
shares
|
$377,223
0.18% of portfolio
|
Q4 2021
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
1,836
shares
|
$375,994
0.16% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,835
shares
|
$375,789
0.22% of portfolio
|
Q2 2022
Reduced 7.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,835
shares
|
$375,789
0.04% of portfolio
|
Q3 2022
Added 16.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
1,834
shares
|
$375,584
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
1,833
shares
|
$375,380
0.08% of portfolio
|
Q3 2025
Reduced 21.67%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
1,829
shares
|
$374,560
0.08% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,827
shares
|
$374,151
0.0% of portfolio
|
Q3 2025
Reduced 17.92%
|
|