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 |
|---|---|---|---|---|---|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
1,582
shares
|
$323,977
0.2% of portfolio
|
Q3 2025
Reduced 63.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,577
shares
|
$322,953
0.0% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,577
shares
|
$322,953
0.01% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
1,570
shares
|
$321,520
0.19% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
1,561
shares
|
$319,677
0.03% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
1,558
shares
|
$319,062
0.09% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
1,556
shares
|
$318,653
0.2% of portfolio
|
Q4 2025
Reduced 59.82%
|
|
|
Stonehearth Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
1,553
shares
|
$318,038
0.13% of portfolio
|
Q3 2024
Added 31.72%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,552
shares
|
$317,834
0.05% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
1,550
shares
|
$317,424
0.08% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
1,549
shares
|
$317,219
0.15% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
1,548
shares
|
$317,014
0.03% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,539
shares
|
$315,171
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,538
shares
|
$314,967
0.07% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,535
shares
|
$314,352
0.09% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,531
shares
|
$313,533
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,531
shares
|
$313,533
0.01% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,522
shares
|
$311,690
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,518
shares
|
$310,871
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,517
shares
|
$310,666
0.02% of portfolio
|
Q3 2025
Added 11.38%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,512
shares
|
$309,642
0.1% of portfolio
|
Q1 2022
Added 3.0%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
1,509
shares
|
$309,028
0.02% of portfolio
|
Q2 2023
Reduced 28.45%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
1,509
shares
|
$309,028
0.11% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
1,505
shares
|
$308,208
0.02% of portfolio
|
Q3 2025
Reduced 60.45%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,504
shares
|
$308,004
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|