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 |
|---|---|---|---|---|---|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
230
shares
|
$47,101
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
229
shares
|
$46,896
0.02% of portfolio
|
Q3 2024
Added 536.11%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
224
shares
|
$45,872
0.01% of portfolio
|
Q4 2024
Reduced 7.82%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
223
shares
|
$45,668
0.02% of portfolio
|
Q1 2025
Added 55.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
221
shares
|
$45,258
0.01% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
213
shares
|
$43,620
0.01% of portfolio
|
Q3 2025
Added 2562.5%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
201
shares
|
$41,162
0.01% of portfolio
|
Q1 2025
Reduced 44.32%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
200
shares
|
$40,958
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
200
shares
|
$40,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
200
shares
|
$40,958
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
200
shares
|
$40,958
0.01% of portfolio
|
Q3 2025
Reduced 25.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
189
shares
|
$38,705
0.03% of portfolio
|
Q3 2025
Added 190.77%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
185
shares
|
$37,886
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
185
shares
|
$37,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
183
shares
|
$37,476
0.01% of portfolio
|
Q3 2024
Added 157.75%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
180
shares
|
$36,862
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
179
shares
|
$36,657
0.02% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
176
shares
|
$36,043
0.0% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
170
shares
|
$34,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
164
shares
|
$33,585
0.01% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
162
shares
|
$33,175
0.01% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$32,766
0.01% of portfolio
|
Q4 2022
Added 1130.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
160
shares
|
$32,766
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$30,923
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
150
shares
|
$30,718
0.01% of portfolio
|
Q3 2020
Reduced 25.0%
|
|