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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,657
shares
|
$339,337
0.16% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
1,656
shares
|
$339,132
0.05% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
1,656
shares
|
$339,132
0.25% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
1,653
shares
|
$338,517
0.12% of portfolio
|
Q4 2025
Reduced 5.6%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
1,653
shares
|
$338,517
0.11% of portfolio
|
Q4 2024
Reduced 13.68%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,651
shares
|
$338,108
0.14% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
1,649
shares
|
$337,698
0.1% of portfolio
|
Q2 2022
Reduced 16.76%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
1,645
shares
|
$336,879
0.04% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,644
shares
|
$336,674
0.08% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,639
shares
|
$335,650
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
1,636
shares
|
$335,036
0.11% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
1,632
shares
|
$334,217
0.01% of portfolio
|
Q3 2025
Reduced 42.09%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,629
shares
|
$333,602
0.1% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
1,628
shares
|
$333,398
0.05% of portfolio
|
Q4 2025
Added 31.29%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,620
shares
|
$331,759
0.02% of portfolio
|
Q4 2023
Reduced 2.99%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,616
shares
|
$330,940
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
1,609
shares
|
$329,507
0.04% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
1,609
shares
|
$329,507
0.13% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
1,607
shares
|
$329,097
0.19% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
1,602
shares
|
$328,073
0.03% of portfolio
|
Q3 2025
Added 17.36%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$327,664
0.01% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
1,600
shares
|
$327,664
0.0% of portfolio
|
Q3 2025
Added 45.45%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
1,597
shares
|
$327,049
0.0% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,588
shares
|
$325,206
0.0% of portfolio
|
Q2 2025
Reduced 33.11%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
1,587
shares
|
$325,001
0.04% of portfolio
|
Q2 2024
Added 6.72%
|
|