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 266 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
108
shares
|
$22,117
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
108
shares
|
$22,117
0.01% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
108
shares
|
$22,117
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
106
shares
|
$21,707
0.01% of portfolio
|
Q4 2024
Reduced 95.26%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
106
shares
|
$21,707
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
103
shares
|
$21,093
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$20,479
0.0% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
100
shares
|
$20,479
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
99
shares
|
$20,274
0.0% of portfolio
|
Q3 2025
Reduced 32.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
97
shares
|
$19,864
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
96
shares
|
$19,659
0.0% of portfolio
|
Q1 2024
Reduced 18.64%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
95
shares
|
$19,455
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
92
shares
|
$18,840
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
91
shares
|
$18,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
87
shares
|
$17,816
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
85
shares
|
$17,407
0.01% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
77
shares
|
$15,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
72
shares
|
$14,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$14,540
0.01% of portfolio
|
Q3 2022
Reduced 58.96%
|
|