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 2,009 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 16, 2026 Q4 2025 |
1,424
shares
|
$291,620
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Echo Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,423
shares
|
$291,416
0.19% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
1,423
shares
|
$291,416
0.08% of portfolio
|
Q1 2024
Reduced 22.79%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
1,422
shares
|
$291,211
0.09% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,420
shares
|
$290,801
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
1,419
shares
|
$290,597
0.26% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
1,417
shares
|
$290,187
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,416
shares
|
$289,982
0.17% of portfolio
|
Q3 2023
Reduced 88.28%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,416
shares
|
$289,982
0.02% of portfolio
|
Q4 2025
Added 6.07%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
1,414
shares
|
$289,573
0.08% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
1,412
shares
|
$289,163
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,410
shares
|
$288,753
0.01% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,408
shares
|
$288,344
0.08% of portfolio
|
Q2 2024
Added 1855.56%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
1,402
shares
|
$287,115
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
1,400
shares
|
$286,706
0.04% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
1,399
shares
|
$286,501
0.11% of portfolio
|
Q3 2025
Reduced 92.78%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,398
shares
|
$286,296
0.02% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
1,393
shares
|
$285,272
0.01% of portfolio
|
Q3 2025
Reduced 73.1%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,390
shares
|
$284,658
0.16% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,389
shares
|
$284,453
0.06% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,387
shares
|
$284,043
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,387
shares
|
$284,043
0.03% of portfolio
|
Q3 2025
Reduced 1.0%
|
|