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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
863
shares
|
$176,733
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
860
shares
|
$176,119
0.11% of portfolio
|
Q1 2025
Added 641.38%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
859
shares
|
$175,914
0.0% of portfolio
|
Q3 2025
Reduced 86.85%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
832
shares
|
$170,385
0.05% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
832
shares
|
$170,385
0.07% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
831
shares
|
$170,180
0.01% of portfolio
|
Q2 2025
Added 97.86%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
816
shares
|
$167,108
0.01% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
813
shares
|
$166,494
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
812
shares
|
$166,289
0.09% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
796
shares
|
$163,012
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
793
shares
|
$162,398
0.04% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
784
shares
|
$160,555
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
766
shares
|
$156,869
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
765
shares
|
$156,664
0.14% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
763
shares
|
$156,254
0.02% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
760
shares
|
$155,640
0.03% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
753
shares
|
$154,206
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
747
shares
|
$152,978
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
743
shares
|
$152,158
0.02% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
740
shares
|
$151,544
0.03% of portfolio
|
Q3 2025
Added 0.82%
|
|