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 2,039 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
190
shares
|
$38,910
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 28, 2026 Q4 2025 |
189
shares
|
$38,705
0.03% of portfolio
|
Q3 2025
Added 190.77%
|
|
|
Peoples Financial Services Corp.
|
Jan 26, 2026 Q4 2025 |
185
shares
|
$37,886
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
185
shares
|
$37,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
183
shares
|
$37,476
0.01% of portfolio
|
Q3 2024
Added 157.75%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
180
shares
|
$36,862
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
179
shares
|
$36,657
0.02% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
176
shares
|
$36,043
0.0% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
175
shares
|
$35,838
0.02% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
169
shares
|
$34,609
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
164
shares
|
$33,585
0.01% of portfolio
|
Q1 2024
Reduced 40.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
162
shares
|
$33,175
0.01% of portfolio
|
Q3 2025
Reduced 30.17%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
160
shares
|
$32,766
0.01% of portfolio
|
Q4 2022
Added 1130.77%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
160
shares
|
$32,766
0.0% of portfolio
|
Q4 2023
Reduced 53.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
151
shares
|
$30,923
0.02% of portfolio
|
Q4 2023
Reduced 78.05%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jan 26, 2026 Q4 2025 |
148
shares
|
$30,308
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
147
shares
|
$30,104
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
146
shares
|
$29,899
0.02% of portfolio
|
Q2 2024
Reduced 93.29%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
145
shares
|
$29,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
144
shares
|
$29,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
144
shares
|
$29,489
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
138
shares
|
$28,261
0.0% of portfolio
|
Q4 2022
Added 50.0%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
136
shares
|
$27,851
0.0% of portfolio
|
Q4 2024
Reduced 78.62%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
135
shares
|
$27,646
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jan 27, 2026 Q4 2025 |
135
shares
|
$27,646
0.01% of portfolio
|
Q1 2025
Added 42.11%
|
|