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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,255
shares
|
$257,011
0.02% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,252
shares
|
$256,397
0.02% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
1,247
shares
|
$255,373
0.01% of portfolio
|
Q3 2025
Reduced 15.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
1,245
shares
|
$254,963
0.02% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,241
shares
|
$254,144
0.02% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,240
shares
|
$253,939
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,240
shares
|
$253,939
0.04% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,239
shares
|
$253,734
0.03% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
1,238
shares
|
$253,530
0.22% of portfolio
|
Q4 2024
Added 111.26%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
1,234
shares
|
$252,710
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
1,234
shares
|
$252,710
0.01% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,232
shares
|
$252,301
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
1,231
shares
|
$252,096
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
1,230
shares
|
$251,891
0.0% of portfolio
|
Q4 2025
Reduced 2.38%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,223
shares
|
$250,458
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,218
shares
|
$249,434
0.1% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Greenhouse Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,216
shares
|
$249,024
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
1,215
shares
|
$248,819
0.09% of portfolio
|
Q4 2025
Added 332.38%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
1,212
shares
|
$248,205
0.17% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
1,209
shares
|
$247,591
0.16% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,208
shares
|
$247,386
0.02% of portfolio
|
Q1 2025
Reduced 30.09%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,205
shares
|
$246,771
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
1,204
shares
|
$246,567
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,201
shares
|
$245,952
0.01% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$245,748
0.07% of portfolio
|
Q1 2024
Reduced 1.8%
|
|