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 2,009 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
1,061
shares
|
$217,282
0.1% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
1,057
shares
|
$216,463
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
1,055
shares
|
$216,053
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,055
shares
|
$216,053
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
1,054
shares
|
$215,848
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,054
shares
|
$215,848
0.03% of portfolio
|
Q3 2025
Added 446.11%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,052
shares
|
$215,439
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
1,050
shares
|
$215,029
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
1,050
shares
|
$215,029
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
1,047
shares
|
$214,415
0.08% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,046
shares
|
$214,210
0.03% of portfolio
|
Q2 2025
Reduced 48.17%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 12, 2026 Q4 2025 |
1,042
shares
|
$213,391
0.06% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,041
shares
|
$213,186
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
1,033
shares
|
$211,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,028
shares
|
$210,524
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
1,027
shares
|
$210,319
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
1,025
shares
|
$209,909
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
1,022
shares
|
$209,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,021
shares
|
$209,090
0.03% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,020
shares
|
$208,885
0.1% of portfolio
|
Q3 2025
Reduced 38.96%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
1,018
shares
|
$208,476
0.14% of portfolio
|
Q3 2025
New holding
|
|