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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$224,449
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
1,092
shares
|
$223,630
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
1,086
shares
|
$222,401
0.06% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
1,085
shares
|
$222,197
0.12% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
1,084
shares
|
$221,992
0.14% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
1,083
shares
|
$221,787
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
1,082
shares
|
$221,582
0.01% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,080
shares
|
$221,173
0.07% of portfolio
|
Q4 2022
Reduced 18.8%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
1,078
shares
|
$220,763
0.01% of portfolio
|
Q3 2025
Reduced 61.21%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,078
shares
|
$220,763
0.04% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,076
shares
|
$220,354
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
1,071
shares
|
$219,330
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,070
shares
|
$219,125
0.04% of portfolio
|
Q4 2024
Added 204.84%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
1,070
shares
|
$219,125
0.06% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
1,068
shares
|
$218,715
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Manuka Financial, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,068
shares
|
$218,715
0.14% of portfolio
|
Q2 2025
Reduced 19.88%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
1,065
shares
|
$218,101
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,063
shares
|
$217,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
1,062
shares
|
$217,486
0.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
1,062
shares
|
$217,486
0.03% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,057
shares
|
$216,463
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
1,057
shares
|
$216,463
0.1% of portfolio
|
Q3 2025
New holding
|
|