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 265 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 |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
1,145
shares
|
$234,484
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,144
shares
|
$234,279
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
1,143
shares
|
$234,074
0.05% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,135
shares
|
$232,436
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
1,134
shares
|
$232,231
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
1,134
shares
|
$232,231
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
1,132
shares
|
$231,822
0.08% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
1,131
shares
|
$231,617
0.1% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
1,128
shares
|
$231,003
0.1% of portfolio
|
Q1 2023
Reduced 37.95%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
1,124
shares
|
$230,183
0.01% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,121
shares
|
$229,569
0.04% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,120
shares
|
$229,364
0.01% of portfolio
|
Q4 2022
Reduced 0.62%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
1,118
shares
|
$228,955
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
1,117
shares
|
$228,750
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
1,116
shares
|
$228,545
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,115
shares
|
$228,340
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,110
shares
|
$227,316
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
1,109
shares
|
$227,112
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,106
shares
|
$226,497
0.02% of portfolio
|
Q2 2025
Reduced 11.16%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
1,105
shares
|
$226,292
0.03% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,103
shares
|
$225,883
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,100
shares
|
$225,269
0.05% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
1,100
shares
|
$225,269
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
1,098
shares
|
$224,859
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
1,098
shares
|
$224,859
0.12% of portfolio
|
Q3 2025
Reduced 0.72%
|
|