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 2,000 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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,007
shares
|
$206,223
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,006
shares
|
$206,018
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
1,006
shares
|
$206,018
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,004
shares
|
$205,609
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,004
shares
|
$205,609
0.05% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
1,004
shares
|
$205,609
0.13% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,003
shares
|
$205,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
1,003
shares
|
$205,404
0.16% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
1,002
shares
|
$205,199
0.09% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
1,000
shares
|
$204,790
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$204,790
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
998
shares
|
$204,380
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tull Financial Group, Inc.
Chesapeake, VA |
Dec 08, 2025 Q3 2025 |
996
shares
|
$203,970
0.11% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
986
shares
|
$201,922
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
985
shares
|
$201,718
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
976
shares
|
$199,875
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$199,670
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
953
shares
|
$195,164
0.14% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
952
shares
|
$194,960
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
929
shares
|
$190,249
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
911
shares
|
$186,563
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
909
shares
|
$186,154
0.14% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
900
shares
|
$184,311
0.05% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
879
shares
|
$180,010
0.02% of portfolio
|
Q3 2024
Added 109.79%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
866
shares
|
$177,348
0.03% of portfolio
|
Q3 2025
Added 0.35%
|
|