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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
80,380
shares
|
$16.5 Million
0.62% of portfolio
|
Q3 2025
Reduced 31.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
80,129
shares
|
$16.4 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
80,022
shares
|
$16.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
79,802
shares
|
$16.3 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
79,004
shares
|
$16.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
78,830
shares
|
$16.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
77,176
shares
|
$15.8 Million
0.04% of portfolio
|
Q3 2025
Added 88.47%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
76,627
shares
|
$15.7 Million
13.85% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
75,826
shares
|
$15.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75,632
shares
|
$15.5 Million
0.44% of portfolio
|
Q2 2020
Added 0.53%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
74,859
shares
|
$15.3 Million
0.49% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
73,272
shares
|
$15 Million
0.35% of portfolio
|
Q3 2025
Added 64.07%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
73,261
shares
|
$15 Million
0.39% of portfolio
|
Q3 2025
Added 25.41%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
73,171
shares
|
$15 Million
3.28% of portfolio
|
Q2 2022
Added 0.29%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
72,888
shares
|
$14.9 Million
0.75% of portfolio
|
Q3 2025
Added 10.22%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
72,831
shares
|
$14.9 Million
4.36% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
72,649
shares
|
$14.9 Million
0.13% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
72,326
shares
|
$14.8 Million
0.07% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
70,977
shares
|
$14.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
70,719
shares
|
$14.5 Million
9.09% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
70,442
shares
|
$14.4 Million
0.07% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
70,035
shares
|
$14.3 Million
1.99% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
70,029
shares
|
$14.3 Million
0.26% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
68,556
shares
|
$14 Million
0.04% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
67,545
shares
|
$13.8 Million
3.76% of portfolio
|
Q1 2025
Added 1.83%
|
|