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 1,996 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
149
shares
|
$30,513
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
147
shares
|
$30,104
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$29,899
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
145
shares
|
$29,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
144
shares
|
$29,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
144
shares
|
$29,489
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
138
shares
|
$28,261
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
136
shares
|
$27,851
0.0% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
135
shares
|
$27,646
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
135
shares
|
$27,646
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
135
shares
|
$27,646
0.0% of portfolio
|
Q3 2025
Reduced 20.12%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
133
shares
|
$27,237
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
131
shares
|
$26,827
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
129
shares
|
$26,417
0.0% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
128
shares
|
$26,213
0.01% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
127
shares
|
$26,008
0.01% of portfolio
|
Q3 2024
Added 17.59%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
126
shares
|
$25,803
0.01% of portfolio
|
Q4 2024
Added 129.09%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
124
shares
|
$25,393
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
123
shares
|
$25,189
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
122
shares
|
$24,984
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
119
shares
|
$24,370
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
117
shares
|
$23,960
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
116
shares
|
$23,755
0.01% of portfolio
|
Q3 2025
Reduced 59.86%
|
|