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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,504
shares
|
$308,004
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,503
shares
|
$307,799
0.01% of portfolio
|
Q3 2025
Reduced 39.83%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
1,500
shares
|
$307,185
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,500
shares
|
$307,185
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,500
shares
|
$307,185
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,497
shares
|
$306,570
0.03% of portfolio
|
Q1 2025
Reduced 13.42%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
1,496
shares
|
$306,365
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
1,485
shares
|
$304,113
0.08% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,485
shares
|
$304,113
0.05% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$303,908
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,484
shares
|
$303,908
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,480
shares
|
$303,089
0.14% of portfolio
|
Q2 2023
Added 1.37%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
1,478
shares
|
$302,679
0.19% of portfolio
|
Q4 2025
Reduced 16.17%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,475
shares
|
$302,065
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
1,471
shares
|
$301,246
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
1,449
shares
|
$296,740
0.02% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,449
shares
|
$296,740
0.05% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,439
shares
|
$294,692
0.02% of portfolio
|
Q3 2023
Reduced 2.11%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
1,434
shares
|
$293,668
0.06% of portfolio
|
Q2 2025
Reduced 56.81%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
1,433
shares
|
$293,464
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
1,432
shares
|
$293,259
0.07% of portfolio
|
Q4 2025
Reduced 12.36%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,425
shares
|
$291,825
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
1,425
shares
|
$291,825
0.11% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
1,425
shares
|
$291,825
0.04% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,424
shares
|
$291,620
0.05% of portfolio
|
Q4 2025
Reduced 15.04%
|
|