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 2,019 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 $54.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
139,348
shares
|
$28.5 Million
2.41% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
135,958
shares
|
$27.8 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
135,753
shares
|
$27.8 Million
0.36% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
135,339
shares
|
$27.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
127,243
shares
|
$26.1 Million
4.07% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
127,104
shares
|
$26 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
126,242
shares
|
$25.9 Million
2.99% of portfolio
|
Q4 2025
Reduced 1.56%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
125,113
shares
|
$25.6 Million
1.2% of portfolio
|
Q3 2025
Reduced 36.23%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
120,916
shares
|
$24.8 Million
1.38% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
120,299
shares
|
$24.6 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jan 08, 2026 Q4 2025 |
117,480
shares
|
$24.1 Million
21.73% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 20, 2026 Q4 2025 |
117,450
shares
|
$24.1 Million
13.18% of portfolio
|
Q4 2025
Added 14.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
115,570
shares
|
$23.7 Million
1.06% of portfolio
|
Q4 2025
Reduced 0.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
114,110
shares
|
$23.4 Million
0.58% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
113,949
shares
|
$23.3 Million
1.68% of portfolio
|
Q4 2025
Added 19.72%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
113,949
shares
|
$23.3 Million
7.24% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
111,498
shares
|
$22.8 Million
0.14% of portfolio
|
Q3 2025
Added 28.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
111,457
shares
|
$22.8 Million
0.11% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jan 12, 2026 Q4 2025 |
110,008
shares
|
$22.5 Million
12.81% of portfolio
|
Q4 2025
Reduced 24.64%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
108,525
shares
|
$22.2 Million
0.8% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
107,636
shares
|
$22 Million
0.49% of portfolio
|
Q4 2023
Added 38.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
106,602
shares
|
$21.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
106,535
shares
|
$21.8 Million
1.59% of portfolio
|
Q4 2025
Added 1.19%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
106,179
shares
|
$21.7 Million
0.17% of portfolio
|
Q3 2025
Added 34.6%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
104,716
shares
|
$21.4 Million
2.18% of portfolio
|
Q3 2025
Reduced 2.86%
|
|