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 |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,375
shares
|
$281,586
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
1,373
shares
|
$281,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,373
shares
|
$281,176
0.02% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
1,370
shares
|
$280,562
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,369
shares
|
$280,357
0.07% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
1,358
shares
|
$278,104
0.05% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,358
shares
|
$278,104
0.01% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,357
shares
|
$277,900
0.07% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jan 14, 2026 Q4 2025 |
1,353
shares
|
$277,080
0.01% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
1,348
shares
|
$276,056
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
1,346
shares
|
$275,647
0.08% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,345
shares
|
$275,442
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
1,345
shares
|
$275,442
0.13% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,343
shares
|
$275,032
0.03% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
1,340
shares
|
$274,418
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,340
shares
|
$274,418
0.03% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,337
shares
|
$273,804
0.17% of portfolio
|
Q3 2025
Reduced 15.75%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,336
shares
|
$273,599
0.0% of portfolio
|
Q3 2025
Added 314.91%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Oct 24, 2025 Q3 2025 |
1,334
shares
|
$273,189
0.1% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
1,330
shares
|
$272,370
0.12% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
1,329
shares
|
$272,165
0.0% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,327
shares
|
$271,756
0.07% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
1,324
shares
|
$271,141
0.09% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
1,319
shares
|
$270,118
0.14% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
1,318
shares
|
$269,913
0.02% of portfolio
|
Q4 2024
Reduced 13.0%
|
|