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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
1,824
shares
|
$373,536
0.05% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,820
shares
|
$372,717
0.07% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
1,818
shares
|
$372,308
0.26% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
1,811
shares
|
$370,874
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
1,809
shares
|
$370,465
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,805
shares
|
$369,645
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,804
shares
|
$369,441
0.0% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
1,802
shares
|
$369,031
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,801
shares
|
$368,826
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,800
shares
|
$368,622
0.02% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
1,799
shares
|
$368,417
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,797
shares
|
$368,007
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
1,797
shares
|
$368,007
0.11% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
1,783
shares
|
$365,140
0.03% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
1,780
shares
|
$364,526
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
1,779
shares
|
$364,321
0.02% of portfolio
|
Q3 2025
Added 57.43%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,778
shares
|
$364,116
0.13% of portfolio
|
Q4 2023
Added 5.46%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
1,777
shares
|
$363,911
0.1% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,776
shares
|
$363,707
0.03% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,775
shares
|
$363,502
0.24% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
1,765
shares
|
$361,454
0.14% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,764
shares
|
$361,249
0.11% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
1,762
shares
|
$360,839
0.17% of portfolio
|
Q3 2025
Reduced 12.34%
|
|
|
Altus Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,761
shares
|
$360,635
0.16% of portfolio
|
Q4 2023
New holding
|
|