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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$187.36 +1.53 (+0.82%)
(As of 12/24/2024 05:19 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Number of
Institutional Buyers
(last 12 months)
868
Total
Institutional Inflows
(last 12 months)
$4.07B
Number of
Institutional Sellers
(last 12 months)
684
Total
Institutional Outflows
(last 12 months)
$1.30B
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IWD Institutional Buying and Selling by Quarter

iShares Russell 1000 Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.25,209$4.79M0.0%-77.3%0.008%
12/13/2024 B. Riley Wealth Advisors Inc.10,484$1.98M0.1%-18.6%0.003%
12/11/2024 1ST Source Bank665,762$126.36M7.1%+0.1%0.213%
12/9/2024 Forthright Family Wealth Advisory LLC4,018$787K0.5%+3.7%0.001%
12/6/2024 Logan Capital Management Inc.13,767$2.61M0.1%+8.1%0.004%
12/6/2024 Fidelity D & D Bancorp Inc.3,113$591K0.4%-36.0%0.001%
12/2/2024 Beaird Harris Wealth Management LLC1,501$285K0.0%-5.2%0.000%
11/29/2024 American Trust1,940$368K0.0%-53.9%0.001%
11/27/2024 Franklin Resources Inc.427,773$85.05M0.0%-29.8%0.137%
11/25/2024 Synovus Financial Corp2,848,914$540.72M6.3%+1.2%0.909%
11/25/2024 Wilmington Savings Fund Society FSB30,134$5.72M0.1%+119.4%0.010%
11/25/2024 Broadview Financial Management LLC25,791$4.90M3.3%+0.6%0.008%
11/25/2024 World Investment Advisors LLC5,804$1.10M0.0%-21.1%0.002%
11/25/2024 Sanctuary Advisors LLC102,240$20.21M0.1%+4.3%0.033%
11/21/2024 Anchor Investment Management LLC7,655$1.45M0.1%-11.1%0.002%
11/21/2024 Tudor Financial Inc.3,129$594K0.4%N/A0.001%
11/20/2024 SOA Wealth Advisors LLC.17,301$3.28M0.6%-1.3%0.006%
11/20/2024 Westside Investment Management Inc.344$65K0.0%-53.8%0.000%
11/20/2024 Advisory Resource Group35,323$6.70M1.4%+6.7%0.011%
11/19/2024 McIlrath & Eck LLC2,037$387K0.0%+18.0%0.001%
11/19/2024 M&T Bank Corp3,547,779$673.37M2.2%-2.7%1.133%
11/19/2024 TCW Group Inc.14,352$2.72M0.0%N/A0.005%
11/18/2024 Rehmann Capital Advisory Group23,735$4.35M0.3%+5.4%0.008%
11/18/2024 TD Private Client Wealth LLC109,249$20.74M0.6%-8.4%0.035%
11/18/2024 Virtue Capital Management LLC4,039$767K0.2%-11.7%0.001%
11/18/2024 Arete Wealth Advisors LLC29,312$5.54M0.5%+36.2%0.009%
11/18/2024 Coldstream Capital Management Inc.6,084$1.16M0.0%-8.6%0.002%
11/15/2024 Greenwood Gearhart Inc.3,212$610K0.1%+1.7%0.001%
11/15/2024 M&T Bank Corp3,547,779$673.37M1.9%-2.7%1.133%
11/15/2024 Executive Wealth Management LLC1,551$294K0.0%N/A0.000%
11/15/2024 Nabity Jensen Investment Management Inc7,818$1.48M1.1%N/A0.002%
11/15/2024 LRI Investments LLC7,647$1.48M0.1%+218.0%0.002%
11/15/2024 Peloton Wealth Strategists9,290$1.76M0.7%+0.9%0.003%
11/15/2024 Geller Advisors LLC388,498$73.74M5.1%+2.2%0.124%
11/15/2024 Glass Jacobson Investment Advisors llc8,691$1.65M0.5%-5.7%0.003%
11/15/2024 MML Investors Services LLC370,132$70.25M0.3%-1.4%0.118%
11/15/2024 Orion Portfolio Solutions LLC66,141$12.55M0.3%+16.7%0.021%
11/15/2024 Zacks Investment Management47,842$9.08M0.1%+13.1%0.015%
11/15/2024 National Bank of Canada FI9,500$1.80M0.0%-22.0%0.003%
11/15/2024 EP Wealth Advisors LLC323,336$61.37M0.5%+3.6%0.103%
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11/15/2024 Insigneo Advisory Services LLC2,659$505K0.1%-3.8%0.001%
11/15/2024 Kovitz Investment Group Partners LLC825,144$156.61M1.0%+24.6%0.263%
11/15/2024 Texas Capital Bank Wealth Management Services Inc5,231$993K0.1%+3.4%0.002%
11/15/2024 Stifel Financial Corp1,947,425$369.62M0.4%+3.8%0.622%
11/15/2024 SYM FINANCIAL Corp527$100K0.0%-9.9%0.000%
11/15/2024 SageView Advisory Group LLC1,166$221K0.0%-13.9%0.000%
11/15/2024 Quantinno Capital Management LP12,572$2.39M0.0%+21.8%0.004%
11/15/2024 Resurgent Financial Advisors LLC21,815$4.14M2.4%+17.9%0.007%
11/15/2024 NFJ Investment Group LLC1,900$361K0.0%-46.6%0.001%
11/15/2024 IHT Wealth Management LLC31,603$6.00M0.2%+13.3%0.010%
11/15/2024 Independent Family Office LLC82,026$15.57M7.8%+2.7%0.026%
11/15/2024 Integrated Wealth Concepts LLC43,380$8.23M0.1%+81.7%0.014%
11/15/2024 HighTower Advisors LLC985,658$187.09M0.3%+3.4%0.315%
11/15/2024 Hilltop Holdings Inc.4,584$870K0.1%-12.3%0.001%
11/15/2024 Hollow Brook Wealth Management LLC2,170$412K0.1%N/A0.001%
11/15/2024 Community Bank N.A.29,447$5.59M0.7%-1.5%0.009%
11/15/2024 Ascent Group LLC11,540$2.19M0.2%-21.6%0.004%
11/15/2024 Benjamin Edwards Inc.1,599$303K0.0%N/A0.001%
11/15/2024 FSA Wealth Management LLC255,026$48.40M19.3%N/A0.081%
11/14/2024 Widmann Financial Services Inc.28,552$5.42M4.1%+2.0%0.009%
11/14/2024 Edgestream Partners L.P.2,148$408K0.0%-49.5%0.001%
11/14/2024 NCM Capital Management LLC3,015$572K0.3%-25.5%0.001%
11/14/2024 Caisse DE Depot ET Placement DU Quebec120,000$22.78M0.0%-4.0%0.038%
11/14/2024 TRUE Private Wealth Advisors164,069$31.14M3.7%-3.9%0.052%
11/14/2024 Circle Wealth Management LLC607,358$115.28M2.5%-0.6%0.194%
11/14/2024 Flow Traders U.S. LLC12,184$2.31M0.1%N/A0.004%
11/14/2024 Captrust Financial Advisors371,589$70.53M0.2%+1.2%0.119%
11/14/2024 Atlantic Union Bankshares Corp4,579$869K0.1%-6.7%0.001%
11/14/2024 Rockefeller Capital Management L.P.1,015,714$192.76M0.5%+1.5%0.324%
11/14/2024 Pin Oak Investment Advisors Inc.1,248$236K0.2%-5.7%0.000%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,730$5.07M0.0%N/A0.009%
11/14/2024 Financial Counselors Inc.112,578$21.37M0.3%-0.5%0.036%
11/14/2024 Noesis Capital Mangement Corp1,603$304K0.1%-13.0%0.001%
11/14/2024 Fiduciary Trust Co8,578$1.63M0.0%-4.5%0.003%
11/14/2024 Providence Capital Advisors LLC385$73K0.0%-48.0%0.000%
11/14/2024 First Commonwealth Financial Corp PA3,291$625K0.1%+84.2%0.001%
11/14/2024 MetLife Investment Management LLC50,800$9.64M0.1%+69.9%0.016%
11/14/2024 CreativeOne Wealth LLC10,509$2.00M0.1%+395.9%0.003%
11/13/2024 Glenmede Trust Co. NA82,547$15.67M0.1%+1.9%0.026%
11/13/2024 Townsquare Capital LLC4,872$925K0.0%+11.0%0.002%
11/13/2024 Cadence Bank4,396$834K0.1%N/A0.001%
11/13/2024 M.D. Sass LLC68,287$12.96M1.0%+41.1%0.022%
11/13/2024 BNP Paribas Financial Markets780,206$148.08M0.1%+1,200,216.9%0.249%
11/13/2024 D.A. Davidson & CO.22,519$4.27M0.0%+16.3%0.007%
11/13/2024 FMR LLC8,914,295$1.69B0.1%-6.8%2.846%
11/13/2024 Blue Investment Partners LLC1,092$207K0.1%N/A0.000%
11/13/2024 Bank of Montreal Can120,736$22.85M0.0%-2.8%0.039%
11/13/2024 Associated Banc Corp39,890$7.57M0.2%+1.0%0.013%
11/13/2024 Private Trust Co. NA10,390$1.97M0.2%+12.8%0.003%
11/13/2024 Brown Brothers Harriman & Co.29,930$5.68M0.0%+2.0%0.010%
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11/13/2024 Pacific Financial Group Inc.5,400$1.03M0.8%-5.1%0.002%
11/13/2024 DRW Securities LLC7,651$1.45M0.0%+221.7%0.002%
11/13/2024 Independent Advisor Alliance1,286$244K0.0%-5.9%0.000%
11/13/2024 Harvest Fund Management Co. Ltd381$72K0.0%-71.1%0.000%
11/13/2024Fisher Asset Management LLC2,259$429K0.0%-67.5%0.001%
11/12/2024 Summit Trail Advisors LLC12,929$2.45M0.1%-10.3%0.004%
11/12/2024 Cahill Financial Advisors Inc.2,734$519K0.1%-66.4%0.001%
11/12/2024 Centaurus Financial Inc.940$178K0.0%+43.7%0.000%
11/12/2024Larson Financial Group LLC8,170$1.55M0.1%-2.1%0.003%
11/12/2024 Wescott Financial Advisory Group LLC3,045$578K0.1%-8.2%0.001%
(Data available from 1/1/2016 forward)

IWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWD shares?

During the previous two years, 1,600 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($252.75B), Morgan Stanley ($4.27B), JPMorgan Chase & Co. ($1.74B), FMR LLC ($1.69B), Financial Engines Advisors L.L.C. ($1.56B), Jones Financial Companies Lllp ($1.45B), and UBS Group AG ($1.22B).Learn more on IWD's institutional investors.

Which institutional investors have been buying iShares Russell 1000 Value ETF stock?

Of the 1,333 institutional investors that purchased iShares Russell 1000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathstone Family Office LLC ($4.83M), International Assets Investment Management LLC ($2.65M), GLOBALT Investments LLC GA ($2.00M), Alaska Permanent Fund Corp ($2.00M), Envestnet Asset Management Inc. ($1.48M), TIAA Trust National Association ($1.31M), and BNP Paribas Financial Markets ($1.29M).

How much institutional buying is happening at iShares Russell 1000 Value ETF?

Institutional investors have bought a total of 52,617,073 shares in the last 24 months. This purchase volume represents approximately $8.51B in transactions.

Which iShares Russell 1000 Value ETF major shareholders have been selling company stock?

Of the 1,039 institutional investors that sold iShares Russell 1000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.84M), Morgan Stanley ($4.02M), American Century Companies Inc. ($2.41M), Envestnet Asset Management Inc. ($1.80M), First Republic Investment Management Inc. ($1.62M), FMR LLC ($946.28K), and Cresset Asset Management LLC ($911.35K).

How much institutional selling is happening at iShares Russell 1000 Value ETF?

Institutional investors have sold a total of 39,911,880 shares in the last 24 months. This volume of shares sold represents approximately $6.30B in transactions.


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This page (NYSEARCA:IWD) was last updated on 12/25/2024 by MarketBeat.com Staff
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