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 |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
61
shares
|
$12,492
0.0% of portfolio
|
Q3 2025
Reduced 51.59%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
60
shares
|
$12,287
0.0% of portfolio
|
Q4 2023
Reduced 76.38%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
60
shares
|
$12,287
0.0% of portfolio
|
Q3 2025
Reduced 72.48%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
51
shares
|
$10,444
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
50
shares
|
$10,239
0.0% of portfolio
|
Q3 2025
Reduced 49.49%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
50
shares
|
$10,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
50
shares
|
$10,239
0.01% of portfolio
|
Q4 2023
Added 2.04%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
50
shares
|
$10,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
47
shares
|
$9,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
47
shares
|
$9,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
46
shares
|
$9,420
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
44
shares
|
$9,010
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
43
shares
|
$8,805
0.0% of portfolio
|
Q3 2025
Reduced 97.87%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
42
shares
|
$8,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
39
shares
|
$7,986
0.0% of portfolio
|
Q2 2025
Reduced 36.07%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
38
shares
|
$7,782
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
36
shares
|
$7,372
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
36
shares
|
$7,372
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
35
shares
|
$7,167
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
35
shares
|
$7,167
0.0% of portfolio
|
Q2 2025
Reduced 64.29%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
32
shares
|
$6,553
0.0% of portfolio
|
Q3 2025
Reduced 44.83%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
32
shares
|
$6,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
32
shares
|
$6,553
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
31
shares
|
$6,348
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$6,143
0.01% of portfolio
|
Q4 2021
New holding
|
|