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 |
|---|---|---|---|---|---|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 20, 2026 Q4 2025 |
990
shares
|
$202,742
0.1% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
985
shares
|
$201,718
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
978
shares
|
$200,284
0.12% of portfolio
|
Q4 2025
Reduced 4.77%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
976
shares
|
$199,875
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
975
shares
|
$199,670
0.0% of portfolio
|
Q1 2022
Added 1333.82%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 20, 2026 Q4 2025 |
971
shares
|
$198,851
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
955
shares
|
$195,574
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
953
shares
|
$195,164
0.14% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
952
shares
|
$194,960
0.04% of portfolio
|
Q2 2021
Reduced 58.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
929
shares
|
$190,249
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
911
shares
|
$186,563
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
909
shares
|
$186,154
0.14% of portfolio
|
Q3 2025
Reduced 13.84%
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
900
shares
|
$184,311
0.05% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
879
shares
|
$180,010
0.02% of portfolio
|
Q3 2024
Added 109.79%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
869
shares
|
$177,962
0.03% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
863
shares
|
$176,733
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
860
shares
|
$176,119
0.11% of portfolio
|
Q1 2025
Added 641.38%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
859
shares
|
$175,914
0.0% of portfolio
|
Q3 2025
Reduced 86.85%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
838
shares
|
$171,614
0.01% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
832
shares
|
$170,385
0.05% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
816
shares
|
$167,108
0.01% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
813
shares
|
$166,494
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
812
shares
|
$166,289
0.09% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
796
shares
|
$163,012
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
793
shares
|
$162,398
0.04% of portfolio
|
Q3 2025
Added 11.53%
|
|