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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,308
shares
|
$267,865
0.09% of portfolio
|
Q2 2025
Reduced 85.89%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
1,307
shares
|
$267,660
0.09% of portfolio
|
Q3 2025
Reduced 36.46%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,307
shares
|
$267,660
0.07% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,306
shares
|
$267,455
0.05% of portfolio
|
Q2 2025
Added 118.39%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
1,299
shares
|
$266,022
0.12% of portfolio
|
Q4 2025
Reduced 9.1%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
1,293
shares
|
$264,793
0.18% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
1,293
shares
|
$264,793
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
1,293
shares
|
$264,793
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,291
shares
|
$264,383
0.22% of portfolio
|
Q3 2025
Reduced 16.76%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
1,289
shares
|
$263,974
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
1,284
shares
|
$262,950
0.02% of portfolio
|
Q3 2025
Reduced 34.52%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
1,284
shares
|
$262,950
0.17% of portfolio
|
Q3 2025
Reduced 81.29%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,280
shares
|
$262,131
0.09% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,279
shares
|
$261,926
0.07% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
1,279
shares
|
$261,926
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
1,279
shares
|
$261,926
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,277
shares
|
$261,516
0.12% of portfolio
|
Q2 2020
Added 621.47%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,274
shares
|
$260,902
0.09% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
1,273
shares
|
$260,697
0.18% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,272
shares
|
$260,492
0.0% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,270
shares
|
$260,083
0.03% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
1,269
shares
|
$259,878
0.19% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,269
shares
|
$259,878
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
1,266
shares
|
$259,264
0.16% of portfolio
|
Q3 2025
Reduced 43.2%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,265
shares
|
$259,059
0.02% of portfolio
|
Q2 2025
Reduced 0.63%
|
|