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 |
|---|---|---|---|---|---|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
290
shares
|
$59,389
0.05% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
290
shares
|
$59,389
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
286
shares
|
$58,569
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
285
shares
|
$58,365
0.04% of portfolio
|
Q1 2025
Reduced 19.72%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
283
shares
|
$57,955
0.01% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
281
shares
|
$57,545
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
275
shares
|
$56,317
0.0% of portfolio
|
Q3 2025
Reduced 10.42%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
271
shares
|
$55,498
0.01% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
269
shares
|
$55,088
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
266
shares
|
$54,474
0.02% of portfolio
|
Q3 2025
Reduced 23.12%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
260
shares
|
$53,245
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
260
shares
|
$53,245
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
257
shares
|
$52,631
0.02% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
254
shares
|
$52,016
0.01% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
254
shares
|
$52,016
0.01% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
253
shares
|
$51,811
0.01% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
250
shares
|
$51,197
0.01% of portfolio
|
Q3 2023
Reduced 20.89%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
250
shares
|
$51,197
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
247
shares
|
$50,583
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
244
shares
|
$49,968
0.02% of portfolio
|
Q4 2024
Reduced 61.88%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
244
shares
|
$49,968
0.01% of portfolio
|
Q2 2025
Reduced 35.45%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
242
shares
|
$49,559
0.01% of portfolio
|
Q3 2025
Reduced 35.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
241
shares
|
$49,354
0.02% of portfolio
|
Q3 2025
Reduced 9.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
240
shares
|
$49,149
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
234
shares
|
$47,920
0.01% of portfolio
|
Q3 2024
New holding
|
|