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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
30
shares
|
$6,143
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
30
shares
|
$6,143
0.01% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
29
shares
|
$5,938
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
27
shares
|
$5,529
0.0% of portfolio
|
Q2 2022
Added 3.85%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
26
shares
|
$5,324
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
25
shares
|
$5,119
0.0% of portfolio
|
Q4 2022
Reduced 54.55%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
25
shares
|
$5,119
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
25
shares
|
$5,119
0.0% of portfolio
|
Q4 2024
Reduced 57.63%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2022
Added 21.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
23
shares
|
$4,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
21
shares
|
$4,300
0.0% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q1 2022
Reduced 74.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
20
shares
|
$4,095
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
16
shares
|
$3,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14
shares
|
$2,867
0.0% of portfolio
|
Q1 2023
Added 7.69%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
11
shares
|
$2,252
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$1,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
8
shares
|
$1,638
0.0% of portfolio
|
Q2 2025
Reduced 96.3%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
8
shares
|
$1,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
7
shares
|
$1,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
6
shares
|
$1,228
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
4
shares
|
$819
0.0% of portfolio
|
Q2 2025
New holding
|
|