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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,749
shares
|
$358,177
0.03% of portfolio
|
Q3 2025
Reduced 72.68%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,748
shares
|
$357,972
0.01% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
1,748
shares
|
$357,972
0.09% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
1,745
shares
|
$357,358
0.07% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,743
shares
|
$356,948
0.11% of portfolio
|
Q2 2024
Reduced 35.94%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
1,739
shares
|
$356,129
0.06% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,736
shares
|
$355,515
0.02% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,728
shares
|
$353,877
0.06% of portfolio
|
Q3 2025
Reduced 43.86%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
1,725
shares
|
$353,262
0.08% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
1,722
shares
|
$352,648
0.24% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,720
shares
|
$352,238
0.04% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
1,719
shares
|
$352,034
0.12% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,715
shares
|
$351,214
0.09% of portfolio
|
Q4 2024
Reduced 34.67%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,712
shares
|
$350,600
0.09% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
1,705
shares
|
$349,166
0.2% of portfolio
|
Q4 2025
Added 0.47%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
1,690
shares
|
$346,095
0.04% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
1,685
shares
|
$345,071
0.06% of portfolio
|
Q4 2025
Reduced 13.28%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,680
shares
|
$344,047
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$343,637
0.12% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
1,664
shares
|
$340,770
0.1% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
1,661
shares
|
$340,156
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
1,660
shares
|
$339,951
0.08% of portfolio
|
Q1 2020
Reduced 1.6%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
1,660
shares
|
$339,951
0.03% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
1,658
shares
|
$339,541
0.18% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,657
shares
|
$339,337
0.16% of portfolio
|
Q3 2025
Reduced 16.82%
|
|