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Who Owns iShares Russell 1000 Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Russell 1000 Value ETF.
Who crossed 5% of IWD →Managers holding
98
as of 2026-09-30
Reported value
$523.5M
summed across filings
Shares held
2.1M
Added vs trimmed
29 / 36
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Marquette Asset Management, LLCRUS 1000 VAL ETF396.7K shtrimmed | $98.4M |
| STEPHENS GROUP ASSET MANAGEMENT, LLCRUS 1000 VAL ETF394.4K shtrimmed | $97.8M |
| LWM ADVISORS INCRUS 1000 VAL ETF125.5K shtrimmed | $31.1M |
| Venture Visionary Partners LLCRUS 1000 VAL ETF106.3K shtrimmed | $26.4M |
| PFW Advisors LLCRUS 1000 VAL ETF106K shtrimmed | $26.3M |
| RTD Financial Advisors, Inc.RUS 1000 VAL ETF77.8K shtrimmed | $19.3M |
| Apella Capital, LLCRUS 1000 VAL ETF72.6K shadded | $18.2M |
| Breakwater Capital GroupRUS 1000 VAL ETF60.2K shtrimmed | $14.9M |
| Avidian Wealth Enterprises, LLCRUS 1000 VAL ETF59.7K shtrimmed | $14.8M |
| Prism Advisors, Inc.SH BEN INT53.2K shtrimmed | $13.4M |
| Paladin Partners, LLCETF51.1K shadded | $12.7M |
| Valeo Financial Advisors, LLCETF48.9K shadded | $12.1M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom47.7K shadded | $11.8M |
| Farther Finance Advisors, LLCETF40.3K shtrimmed | $10M |
| Sunburst Financial Group, LLCRUS 1000 VAL ETF38.7K shheld | $9.6M |
| Monument Capital ManagementRUS 1000 VAL ETF34K shadded | $8.4M |
| EASTERN BANKRUS 1000 VAL ETF33.1K shadded | $8.2M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF22.4K shadded | $5.6M |
| GAMMA Investing LLCETF19.6K shadded | $4.9M |
| FC Advisory LLCRUS 1000 VAL ETF19.1K shtrimmed | $4.7M |
| Acropolis Investment Management, LLCRUS 1000 VAL ETF18.8K shtrimmed | $4.7M |
| SAPIENT CAPITAL LLCRUS 1000 VAL ETF15.5K shadded | $3.8M |
| Pathway Financial Advisors LLCRUS 1000 VAL ETF14.7K shheld | $3.6M |
| Grove Bank & TrustRUS 1000 VAL ETF13.5K shtrimmed | $3.4M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF12.6K shheld | $3.1M |
| Atlas Brown,Inc.ETF11.9K shtrimmed | $2.9M |
| Baron Financial Group, LLCRUS 1000 VAL ETF10.8K shtrimmed | $2.7M |
| jvl associates llcRUS 1000 VAL ETF10.2K shheld | $2.5M |
| TITLEIST ASSET MANAGEMENT, LLCRUS 1000 VAL ETF10.1K shadded | $2.5M |
| BENEDICT FINANCIAL ADVISORS INCETF8.7K shtrimmed | $2.2M |
| STEPH & CORUS 1000 VAL ETF8.7K shtrimmed | $2.1M |
| Tactive Advisors, LLCRUS 1000 VAL ETF8.4K shtrimmed | $2.1M |
| Great Waters Wealth ManagementRUS 1000 VAL ETF7.8K shtrimmed | $1.9M |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLCRUS 1000 VAL ETF7.6K shtrimmed | $1.9M |
| Prosperity Planning, Inc.RUS 1000 VAL ETF7K shtrimmed | $1.7M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCRUS 1000 VAL ETF6.4K shtrimmed | $1.6M |
| Cooper Financial GroupRUS 1000 VAL ETF6.4K shtrimmed | $1.6M |
| STABLEFORD CAPITAL II LLCRUS 1000 VAL ETF6.2K shtrimmed | $1.5M |
| JP Wealth Management, Inc.RUS 1000 VAL ETF5.2K shheld | $1.3M |
| Cambridge Financial Group, LLCRUS 1000 VAL ETF5.1K shheld | $1.2M |
| Wedmont Private CapitalRUS 1000 VAL ETF4.9K shtrimmed | $1.2M |
| Veracity Capital LLCRUS 1000 VAL ETF4.2K shtrimmed | $1M |
| AMERICAN NATIONAL BANK & TRUSTRUS 1000 VAL ETF3.8K shtrimmed | $943.6K |
| Emprise BankEquities3.8K shheld | $942.4K |
| ROCKLAND TRUST CORUS 1000 VAL ETF3.8K shadded | $935.7K |
| COLLECTIVE FAMILY OFFICE LLCRUS 1000 VAL ETF3.8K shheld | $930K |
| Paragon Capital Management LtdRUS 1000 VAL ETF3.7K shtrimmed | $918.6K |
| Heartwood Wealth Advisors LLCETF3.6K shtrimmed | $886.8K |
| Wealth Science Advisors LLCRUS 1000 VAL ETF3.2K shheld | $791.1K |
| S.E.E.D. Planning Group LLCRUS 1000 VAL ETF3.2K shadded | $789.9K |
| Vann Equity Management LLCRUS 1000 VAL ETF3.2K shadded | $789.8K |
| TrueWealth Advisors, LLCRUS 1000 VAL ETF3.2K shadded | $786K |
| CHAPIN DAVIS, INC.RUS 1000 VAL ETF3K shtrimmed | $752K |
| Mirador Capital Partners LPRUS 1000 VAL ETF2.8K shadded | $704.1K |
| Hamilton Capital, LLCRUS 1000 VAL ETF2.7K shheld | $662K |
| CoreCap Advisors, LLCETF2.6K shtrimmed | $642.4K |
| DECISION INVESTMENTS, INCRUS 1000 VAL ETF2.6K shheld | $633.7K |
| Lee, Kelleher & Klein Wealth ManagementRUS 1000 VAL ETF2.5K shadded | $617.6K |
| YHB Investment Advisors, Inc.RUS 1000 VAL ETF2.5K shadded | $610.4K |
| Central Pacific Bank - Trust DivisionRUS 1000 VAL ETF2.4K shheld | $587.6K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund2.3K shheld | $575K |
| Decker Wealth Management LLCRUS 1000 VAL ETF2.2K sh— | $555.4K |
| Trust CoETF2.1K shadded | $519.4K |
| Box Hill Private Wealth LLCRUS 1000 VAL ETF2.1K shadded | $511.6K |
| DIVERSIFIED MANAGEMENT INCRUS 1000 VAL ETF2K shadded | $503.1K |
| Baring Financial LLCRUS 1000 VAL ETF2K shadded | $496.5K |
| Arbor Wealth Advisors LLCRUS 1000 VAL ETF1.9K shheld | $473.5K |
| Galvin, Gaustad & Stein, LLCRUS 1000 VAL ETF1.9K shtrimmed | $468.3K |
| ARMSTRONG ADVISORY GROUP, INCRUS 1000 VAL ETF1.8K shadded | $437.5K |
| Emergent Wealth Advisors, LLCRUS 1000 VAL ETF1.7K shadded | $427.2K |
| ACIMA PRIVATE WEALTH, LLCETF1.6K shheld | $389.3K |
| Ballew Advisors, IncRUS 1000 VAL ETF1.5K shtrimmed | $373.2K |
| ATWOOD & PALMER INCCOM1.4K shadded | $340.2K |
| Persium Advisors, LLCETF1.2K shheld | $308.9K |
| TOMPKINS FINANCIAL CORPRUS 1000 VAL ETF1.2K shadded | $300.5K |
| ELEVATION WEALTH PARTNERS, LLCRUS 1000 VAL ETF1.2K shadded | $298.7K |
| Insight Wealth Strategies, LLCRUS 1000 VAL ETF1.1K shadded | $274.9K |
| KFA Private Wealth Group, LLCRUS 1000 VAL ETF1K shadded | $251.8K |
| INSPIRION WEALTH ADVISORS, LLCRUS 1000 VAL ETF1K shheld | $249K |
| Crumly & Associates Inc.RUS 1000 VAL ETF992 shheld | $245.9K |
| SACKS & ASSOCIATES, LLCRUS 1000 VAL ETF974 shheld | $241.5K |
| Ledgewood Wealth Advisors, LLCRUS 1000 VAL ETF950 shheld | $235.5K |
| Adirondack Capital Advisors, LLCRUS 1000 VAL ETF947 shheld | $234.8K |
| Capital Advisors Wealth Management, LLCRUS 1000 VAL ETF901 shadded | $223.3K |
| Weaver Consulting GroupRUS 1000 VAL ETF856 shheld | $212.2K |
| CYPRESS FINANCIAL PLANNING LLCRUS 1000 VAL ETF843 shtrimmed | $209K |
| Echo45 Advisors LLCRUS 1000 VAL ETF807 sh— | $200.1K |
| Pacifica Partners Inc.RUS 1000 VAL ETF655 shtrimmed | $162.6K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHRUS 1000 VAL ETF486 sh— | $120.5K |
| Retirement Wealth Solutions LLCRUS 1000 VAL ETF377 shheld | $93.5K |
| Investors Research CorpRUS 1000 VAL ETF313 shheld | $77.6K |
| Rosenberg Matthew HamiltonETF304 shheld | $75.4K |
| Wealth Enhancement Trust Services, Inc.RUS 1000 VAL ETF289 shtrimmed | $71.7K |
| Davis Capital ManagementETF189 shheld | $46.9K |
| Bullock Wealth Management GroupETF46 shheld | $11.5K |
| FIRST COMMUNITY TRUST NARUS 1000 VAL ETF36 shheld | $8.9K |
| Horizons Wealth ManagementETF25 shheld | $6.2K |
| TOTH FINANCIAL ADVISORY CORPRUS 1000 VAL ETF20 shheld | $5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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