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 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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
685
shares
|
$140,281
0.07% of portfolio
|
Q2 2022
Reduced 95.11%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
660
shares
|
$135,161
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
659
shares
|
$134,956
0.01% of portfolio
|
Q3 2025
Reduced 94.48%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
655
shares
|
$134,137
0.07% of portfolio
|
Q3 2025
Reduced 31.41%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
649
shares
|
$132,908
0.06% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
629
shares
|
$128,812
0.01% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
618
shares
|
$126,560
0.03% of portfolio
|
Q2 2023
Reduced 17.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
594
shares
|
$121,645
0.04% of portfolio
|
Q3 2022
Reduced 3.1%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
592
shares
|
$121,235
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
583
shares
|
$119,392
0.07% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
577
shares
|
$118,163
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
559
shares
|
$114,477
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
558
shares
|
$114,272
0.05% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
558
shares
|
$114,272
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
550
shares
|
$112,634
0.03% of portfolio
|
Q3 2025
Reduced 40.35%
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
536
shares
|
$109,767
0.02% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
531
shares
|
$108,743
0.02% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
529
shares
|
$108,333
0.02% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
529
shares
|
$108,333
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
527
shares
|
$107,924
0.01% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
519
shares
|
$106,286
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
516
shares
|
$105,671
0.03% of portfolio
|
Q1 2025
Added 3125.0%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
505
shares
|
$103,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
497
shares
|
$101,780
0.02% of portfolio
|
Q1 2025
Added 101.21%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
492
shares
|
$100,756
0.03% of portfolio
|
Q4 2024
New holding
|
|