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 1,993 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 $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
135,339
shares
|
$27.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
128,245
shares
|
$26.3 Million
2.95% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
127,243
shares
|
$26.1 Million
4.07% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
127,104
shares
|
$26 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
125,113
shares
|
$25.6 Million
1.2% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
122,726
shares
|
$25.1 Million
10.34% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
121,148
shares
|
$24.8 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
120,299
shares
|
$24.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
116,293
shares
|
$23.8 Million
1.08% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
115,975
shares
|
$23.8 Million
21.21% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$23.4 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
113,836
shares
|
$23.3 Million
6.85% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
111,457
shares
|
$22.8 Million
0.11% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
108,525
shares
|
$22.2 Million
0.8% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$22 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
106,602
shares
|
$21.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
106,179
shares
|
$21.7 Million
0.17% of portfolio
|
Q3 2025
Added 34.6%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
105,854
shares
|
$21.7 Million
0.13% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
105,279
shares
|
$21.6 Million
1.61% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
104,716
shares
|
$21.4 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
104,633
shares
|
$21.4 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
102,986
shares
|
$21.1 Million
11.26% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
102,587
shares
|
$21 Million
5.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
101,709
shares
|
$20.8 Million
3.27% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
99,234
shares
|
$20.3 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.01%
|
|