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 1,993 institutions that hold shares in the stock, with a total of 265 Million shares, which have been reported (via 13F filing form) to have a value of $54.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
49,570,538
shares
|
$10.2 Billion
0.71% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
36,383,111
shares
|
$7.45 Billion
0.47% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
11,328,827
shares
|
$2.32 Billion
0.3% of portfolio
|
Q3 2025
Reduced 26.83%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,912,762
shares
|
$1.83 Billion
0.12% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
8,578,287
shares
|
$1.76 Billion
3.34% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
7,678,670
shares
|
$1.57 Billion
0.26% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
6,693,245
shares
|
$1.37 Billion
0.42% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,618,785
shares
|
$1.15 Billion
1.94% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
5,154,926
shares
|
$1.06 Billion
0.35% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
5,038,517
shares
|
$1.03 Billion
4.91% of portfolio
|
Q2 2023
Reduced 95.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,900,539
shares
|
$1 Billion
0.2% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,886,290
shares
|
$1 Billion
0.13% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,201,794
shares
|
$860 Million
0.27% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
3,810,642
shares
|
$780 Million
0.97% of portfolio
|
Q3 2025
Added 57.86%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
3,752,351
shares
|
$768 Million
2.64% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,666,344
shares
|
$751 Million
0.43% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,391,670
shares
|
$695 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
3,240,013
shares
|
$664 Million
7.71% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 17, 2025 Q3 2025 |
2,524,684
shares
|
$517 Million
11.61% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,449,657
shares
|
$502 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,238,926
shares
|
$459 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,097,656
shares
|
$430 Million
0.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,861,320
shares
|
$381 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
1,703,294
shares
|
$349 Million
12.66% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,516,261
shares
|
$311 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.01%
|
|