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 2,036 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $53.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saudi Central Bank
Riyadh, T0 |
Nov 12, 2025 Q3 2025 |
178,016
shares
|
$36.5 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Cambiar Investors LLC
|
Jan 23, 2026 Q4 2025 |
177,191
shares
|
$36.3 Million
1.85% of portfolio
|
Q4 2025
Added 26.94%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
176,161
shares
|
$36.1 Million
5.3% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
172,049
shares
|
$35.2 Million
0.02% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
170,599
shares
|
$34.9 Million
1.16% of portfolio
|
Q3 2025
Added 78.93%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
166,559
shares
|
$34.1 Million
0.47% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
163,052
shares
|
$33.4 Million
11.72% of portfolio
|
Q4 2025
Added 32.86%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Jan 23, 2026 Q4 2025 |
162,675
shares
|
$33.3 Million
7.94% of portfolio
|
Q4 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
160,934
shares
|
$33 Million
0.17% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
Lbj Family Wealth Advisors, Ltd.
|
Jan 02, 2026 Q4 2025 |
160,552
shares
|
$32.9 Million
18.57% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
158,631
shares
|
$32.5 Million
2.62% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
158,106
shares
|
$32.4 Million
3.58% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
151,978
shares
|
$31.1 Million
5.07% of portfolio
|
Q4 2025
Added 3.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
151,850
shares
|
$31.1 Million
2.3% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
151,075
shares
|
$30.9 Million
0.15% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 28, 2026 Q4 2025 |
147,901
shares
|
$30.3 Million
8.51% of portfolio
|
Q4 2025
Added 5.48%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
147,097
shares
|
$30.1 Million
0.74% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
146,519
shares
|
$30 Million
19.83% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
145,582
shares
|
$29.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
144,275
shares
|
$29.5 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
142,754
shares
|
$29.2 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Jmac Enterprises LLC
|
Jan 21, 2026 Q4 2025 |
141,924
shares
|
$29.1 Million
5.65% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
141,753
shares
|
$29 Million
0.02% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
140,146
shares
|
$28.7 Million
0.09% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
139,348
shares
|
$28.5 Million
2.41% of portfolio
|
Q3 2025
Added 1.05%
|
|