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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$20 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
97,476
shares
|
$20 Million
6.96% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
96,919
shares
|
$19.8 Million
3.09% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
95,180
shares
|
$19.5 Million
1.35% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,854
shares
|
$19.4 Million
0.19% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
94,847
shares
|
$19.4 Million
0.15% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
92,731
shares
|
$19 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
91,696
shares
|
$18.8 Million
5.2% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
91,305
shares
|
$18.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
89,074
shares
|
$18.2 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
88,562
shares
|
$18.1 Million
0.21% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
88,416
shares
|
$18.1 Million
0.47% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
87,955
shares
|
$18 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
86,911
shares
|
$17.8 Million
7.7% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
86,809
shares
|
$17.8 Million
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
86,015
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.89%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
84,892
shares
|
$17.4 Million
3.81% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
84,719
shares
|
$17.3 Million
1.49% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
84,623
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
83,577
shares
|
$17.1 Million
2.05% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
83,351
shares
|
$17.1 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$17.1 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
82,352
shares
|
$16.9 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
82,158
shares
|
$16.8 Million
2.9% of portfolio
|
Q1 2023
Added 1.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
81,902
shares
|
$16.8 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.69%
|
|