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 2,006 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
1,199
shares
|
$245,543
0.08% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
1,190
shares
|
$243,700
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
1,189
shares
|
$243,495
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
1,187
shares
|
$243,085
0.02% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,187
shares
|
$243,085
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,184
shares
|
$242,471
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
1,183
shares
|
$242,266
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
1,183
shares
|
$242,266
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
1,175
shares
|
$240,628
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
1,175
shares
|
$240,628
0.03% of portfolio
|
Q2 2025
Reduced 77.63%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
1,175
shares
|
$240,628
0.16% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 24, 2025 Q3 2025 |
1,175
shares
|
$240,628
0.14% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,172
shares
|
$240,013
0.03% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,172
shares
|
$240,013
0.2% of portfolio
|
Q4 2024
Reduced 49.68%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
1,166
shares
|
$238,785
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
1,165
shares
|
$238,580
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
1,164
shares
|
$238,375
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
1,163
shares
|
$238,170
0.05% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,163
shares
|
$238,170
0.11% of portfolio
|
Q3 2025
Reduced 9.14%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,161
shares
|
$237,761
0.04% of portfolio
|
Q2 2025
New holding
|
|