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 1,997 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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
436
shares
|
$89,288
0.01% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$84,578
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
413
shares
|
$84,578
0.01% of portfolio
|
Q1 2023
Reduced 32.07%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
400
shares
|
$81,916
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
400
shares
|
$81,916
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
400
shares
|
$81,916
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
400
shares
|
$81,916
0.06% of portfolio
|
Q3 2025
Reduced 45.21%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
397
shares
|
$81,301
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
396
shares
|
$81,096
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
390
shares
|
$79,868
0.0% of portfolio
|
Q1 2024
Reduced 24.27%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
387
shares
|
$79,253
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
383
shares
|
$78,434
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
378
shares
|
$77,410
0.01% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
377
shares
|
$77,205
0.02% of portfolio
|
Q2 2024
Reduced 66.99%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
370
shares
|
$75,772
0.06% of portfolio
|
Q4 2018
Reduced 49.32%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
364
shares
|
$74,543
0.05% of portfolio
|
Q2 2025
Added 20.93%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
358
shares
|
$73,314
0.01% of portfolio
|
Q3 2025
Added 44.94%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
357
shares
|
$73,110
0.0% of portfolio
|
Q3 2025
Added 155.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
349
shares
|
$71,471
0.01% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
346
shares
|
$70,857
0.64% of portfolio
|
Q2 2025
Added 183.61%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
344
shares
|
$70,447
0.01% of portfolio
|
Q3 2024
Reduced 53.76%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
305
shares
|
$62,460
0.03% of portfolio
|
Q4 2023
Reduced 42.99%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
304
shares
|
$62,256
0.01% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
304
shares
|
$62,256
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
302
shares
|
$61,846
0.01% of portfolio
|
Q3 2025
New holding
|
|