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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
104,633
shares
|
$21.4 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
101,709
shares
|
$20.8 Million
3.27% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
99,234
shares
|
$20.3 Million
3.42% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
97,675
shares
|
$20 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
97,476
shares
|
$20 Million
6.96% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
96,919
shares
|
$19.8 Million
3.09% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
95,748
shares
|
$19.6 Million
0.17% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
94,854
shares
|
$19.4 Million
0.19% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
92,731
shares
|
$19 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jan 29, 2026 Q4 2025 |
91,678
shares
|
$18.8 Million
0.47% of portfolio
|
Q4 2025
Added 3.69%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Jan 26, 2026 Q4 2025 |
91,621
shares
|
$18.8 Million
4.56% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
91,305
shares
|
$18.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 26, 2026 Q4 2025 |
88,681
shares
|
$18.2 Million
0.78% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
88,562
shares
|
$18.1 Million
0.21% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 29, 2026 Q4 2025 |
87,471
shares
|
$17.9 Million
5.33% of portfolio
|
Q4 2025
Reduced 14.73%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
86,911
shares
|
$17.8 Million
7.7% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
86,809
shares
|
$17.8 Million
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
86,015
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 42.89%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
84,719
shares
|
$17.3 Million
1.49% of portfolio
|
Q3 2025
Added 14.09%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
84,623
shares
|
$17.3 Million
0.12% of portfolio
|
Q3 2025
Added 25.51%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
84,323
shares
|
$17.3 Million
3.74% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
83,351
shares
|
$17.1 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
83,308
shares
|
$17.1 Million
0.35% of portfolio
|
Q3 2024
Added 4.02%
|
|