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 1,993 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
172,049
shares
|
$35.2 Million
0.02% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
170,599
shares
|
$34.9 Million
1.16% of portfolio
|
Q3 2025
Added 78.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
166,559
shares
|
$34.1 Million
0.47% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
160,934
shares
|
$33 Million
0.17% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
160,552
shares
|
$32.9 Million
18.57% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
158,631
shares
|
$32.5 Million
2.62% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$32.4 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
151,850
shares
|
$31.1 Million
2.3% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
151,075
shares
|
$30.9 Million
0.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
147,097
shares
|
$30.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
146,525
shares
|
$30 Million
4.99% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
146,519
shares
|
$30 Million
19.83% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Oct 10, 2025 Q3 2025 |
145,973
shares
|
$29.9 Million
16.52% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
145,582
shares
|
$29.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
144,275
shares
|
$29.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
144,182
shares
|
$29.5 Million
6.1% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
143,223
shares
|
$29.3 Million
2.78% of portfolio
|
Q3 2025
Reduced 27.96%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
142,754
shares
|
$29.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
141,753
shares
|
$29 Million
0.02% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
140,218
shares
|
$28.7 Million
8.22% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
140,146
shares
|
$28.7 Million
0.09% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
139,585
shares
|
$28.6 Million
1.44% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
139,348
shares
|
$28.5 Million
2.41% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
135,958
shares
|
$27.8 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
135,753
shares
|
$27.8 Million
0.36% of portfolio
|
Q3 2025
Added 3.74%
|
|