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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$199.08 +0.76 (+0.38%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Current
Institutional Ownership
Percentage
84.93%
Number of
Institutional Buyers
(last 12 months)
1120
Total
Institutional Inflows
(last 12 months)
$8.26B
Number of
Institutional Sellers
(last 12 months)
838
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
7/25/2025Community Bank N.A.28,591$5.55M0.7%-1.1%0.009%
7/25/2025NorthRock Partners LLC37,777$7.34M0.2%+14.1%0.012%
7/25/2025Verdence Capital Advisors LLC14,244$2.77M0.2%-4.4%0.004%
7/25/2025Atria Wealth Solutions Inc.19,651$3.82M0.1%-80.5%0.006%
7/25/2025Envestnet Portfolio Solutions Inc.121,332$23.57M0.1%-20.1%0.038%
7/25/2025Sequoia Financial Advisors LLC22,763$4.42M0.0%-4.8%0.007%
7/25/2025MGO One Seven LLC6,930$1.35M0.0%-1.8%0.002%
7/25/2025Hazlett Burt & Watson Inc.1,968$381K0.2%-9.6%0.001%
7/25/2025Allspring Global Investments Holdings LLC46,887$9.19M0.0%-1.1%0.015%
7/25/2025Almanack Investment Partners LLC.10,498$2.04M0.3%+51.7%0.003%
7/25/2025Ellis Investment Partners LLC2,478$481K0.1%-3.2%0.001%
7/25/2025Joel Adams & Associates Inc.2,900$563K0.5%+93.2%0.001%
7/25/2025LRI Investments LLC4,897$951K0.1%-33.6%0.002%
7/25/2025Meritage Portfolio Management78,691$15.28M1.0%+204.2%0.025%
7/25/2025CWM LLC64,351$12.50M0.0%+0.3%0.020%
7/25/2025Lodestar Private Asset Management LLC2,347$456K0.1%-3.9%0.001%
7/25/2025Vanguard Personalized Indexing Management LLC2,226$432K0.0%+49.7%0.001%
7/25/2025Summa Corp.13,379$2.60M1.3%N/A0.004%
7/25/2025Sovereign Financial Group Inc.2,621$509K0.1%-4.0%0.001%
7/25/2025Tranquility Partners LLC6,502$1.26M0.5%-1.0%0.002%
7/25/2025Concurrent Investment Advisors LLC21,768$4.23M0.1%+64.9%0.007%
7/25/2025Johnson Investment Counsel Inc.47,075$9.14M0.1%-6.3%0.015%
7/25/2025GFS Advisors LLC12,909$2.51M0.3%-6.9%0.004%
7/25/2025Apollon Wealth Management LLC13,685$2.66M0.1%+0.8%0.004%
7/25/2025Fifth Third Wealth Advisors LLC30,473$5.92M0.2%+27.6%0.010%
7/24/2025 West Bancorporation Inc.63,614$12.36M7.8%-1.5%0.020%
7/24/2025 Trust Co. of Toledo NA OH1,522$296K0.0%N/A0.000%
7/24/2025 JNBA Financial Advisors1,628$316K0.0%-3.2%0.001%
7/24/2025 Eastern Bank32,558$6.32M0.1%-1.3%0.010%
7/24/2025 JFS Wealth Advisors LLC48,025$9.33M0.6%+4.2%0.015%
7/24/2025 Blue Trust Inc.47,054$9.14M0.1%+4.7%0.015%
7/24/2025 Robertson Stephens Wealth Management LLC4,009$779K0.0%+5.4%0.001%
7/24/2025 Endeavor Private Wealth Inc.1,220$237K0.1%-44.2%0.000%
7/24/2025 Cyndeo Wealth Partners LLC9,770$1.90M0.1%+3.5%0.003%
7/24/2025 Gilliland Jeter Wealth Management LLC13,432$2.61M0.8%+1.3%0.004%
7/24/2025 McKinley Carter Wealth Services Inc.20,048$3.89M0.2%-2.5%0.006%
7/24/2025 Coordinated Financial Services Inc.1,586$308K0.2%N/A0.001%
7/24/2025 Callan Family Office LLC73,767$14.33M0.5%-11.6%0.023%
7/24/2025 Blair William & Co. IL233,392$45.33M0.1%+6.0%0.074%
7/24/2025 Rice Partnership LLC2,083$405K0.1%+18.3%0.001%
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7/24/2025 Capital Advisors Ltd. LLC126,597$24.59M3.0%-1.4%0.040%
7/24/2025 Leo Wealth LLC2,930$569K0.0%-3.7%0.001%
7/24/2025 Lokken Investment Group LLC1,425$277K0.1%+8.4%0.000%
7/24/2025 US Bancorp DE845,854$164.29M0.2%-0.3%0.267%
7/24/2025 Tandem Capital Management Corp ADV1,055$205K0.1%N/A0.000%
7/23/2025 Fulton Breakefield Broenniman LLC1,041$202K0.0%N/A0.000%
7/23/2025 Columbus Macro LLC23,557$4.58M0.6%-4.6%0.007%
7/23/2025 Austin Asset Management Co Inc2,401$466K0.1%-6.1%0.001%
7/23/2025 First Merchants Corp23,935$4.65M0.2%+3.1%0.007%
7/23/2025 Eagle Strategies LLC7,555$1.47M0.2%-1.2%0.002%
7/23/2025 Morton Capital Management LLC CA51,610$10.02M1.8%+10.1%0.016%
7/23/2025 Valmark Advisers Inc.24,067$4.68M0.1%+1.2%0.008%
7/23/2025 Winthrop Advisory Group LLC18,835$3.66M0.4%+7.0%0.006%
7/23/2025 Raub Brock Capital Management LP33,459$6.50M1.4%+4.2%0.010%
7/23/2025 Bear Mountain Capital Inc.259$51K0.0%-68.9%0.000%
7/23/2025 Sax Wealth Advisors LLC9,447$1.84M0.1%+3.0%0.003%
7/23/2025 TPG Financial Advisors LLC22,800$4.43M1.8%-7.7%0.007%
7/23/2025 Watershed Private Wealth LLC1,426$277K0.1%N/A0.000%
7/23/2025 Wise Wealth Partners4,534$881K1.5%+104.0%0.001%
7/23/2025 Roundview Capital LLC1,082$210K0.0%-8.7%0.000%
7/23/2025 CFM Wealth Partners LLC36,760$7.14M1.1%+2.8%0.012%
7/23/2025 RMG Wealth Management LLC170$33K0.0%N/A0.000%
7/23/2025 Tcfg Wealth Management LLC2,634$512K0.2%+98.5%0.001%
7/23/2025 Country Club Bank66,727$12.90M0.8%-2.9%0.021%
7/23/2025 SteelPeak Wealth LLC1,640$319K0.0%+7.1%0.001%
7/23/2025 Heck Capital Advisors LLC25,957$5.04M0.4%+106.9%0.008%
7/23/2025 Prime Capital Investment Advisors LLC26,491$5.15M0.1%-65.7%0.008%
7/22/2025 Relyea Zuckerberg Hanson LLC215,741$41.90M4.9%-0.3%0.068%
7/22/2025 Red Tortoise LLC29,796$5.79M2.8%+0.4%0.009%
7/22/2025 Belpointe Asset Management LLC4,996$970K0.0%+10.2%0.002%
7/22/2025 Confluence Wealth Services Inc.28,928$5.62M0.3%+3.8%0.009%
7/22/2025 Cedar Mountain Advisors LLC417,125$81.02M16.8%+0.5%0.131%
7/22/2025 AWM Capital LLC104,888$20.37M2.1%-0.8%0.033%
7/22/2025 JP Wealth Management Inc.5,216$1.01M0.8%-99.5%0.002%
7/22/2025 Hillcrest Wealth Advisors NY LLC25,718$5.00M2.3%-1.2%0.008%
7/22/2025 Valeo Financial Advisors LLC43,530$8.46M0.0%-1.0%0.014%
7/22/2025 Sage Financial Group Inc.18,648$3.62M0.3%-20.0%0.006%
7/22/2025 DAVENPORT & Co LLC4,630$899K0.0%-8.9%0.001%
7/22/2025 JSF Financial LLC3,102$602K0.1%+24.1%0.001%
7/22/2025 Merit Financial Group LLC17,342$3.37M0.0%-13.8%0.005%
7/22/2025 Global Strategic Investment Solutions LLC6,783$1.32M0.1%-0.9%0.002%
7/22/2025 Alta Wealth Advisors LLC25,157$4.89M2.3%+0.5%0.008%
7/22/2025 Gemmer Asset Management LLC1,406$273K0.0%N/A0.000%
7/22/2025 Mascoma Wealth Management LLC6,080$1.18M0.3%-3.9%0.002%
7/22/2025 Simplicity Wealth LLC33,079$6.43M0.3%+70.1%0.010%
7/22/2025 OLD National Bancorp IN26,337$5.12M0.1%+10.7%0.008%
7/22/2025 Highland Capital Management LLC22,649$4.40M0.2%-0.7%0.007%
7/22/2025 Capital City Trust Co. FL3,563$692K0.2%+49.4%0.001%
7/22/2025 Wealthcare Advisory Partners LLC51,488$10.00M0.2%+107.2%0.016%
7/22/2025 Noble Family Wealth LLC84,917$16.49M4.0%+2.3%0.027%
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7/22/2025 USAdvisors Wealth Management LLC1,194$232K0.1%-15.5%0.000%
7/22/2025 Financial Insights Inc.3,156$613K0.2%-3.5%0.001%
7/22/2025 Penobscot Investment Management Company Inc.1,250$243K0.0%+4.6%0.000%
7/22/2025 Stanich Group LLC3,763$740K0.7%-18.4%0.001%
7/22/2025 Wells Trecaso Financial Group LLC1,671$325K0.1%-15.2%0.001%
7/21/2025 Tanglewood Wealth Management Inc.1,057$205K0.0%N/A0.000%
7/21/2025 Quent Capital LLC43,104$8.37M0.8%+28.1%0.014%
7/21/2025 QRG Capital Management Inc.4,557$885K0.0%-8.2%0.001%
7/21/2025 Grassi Investment Management1,204$234K0.0%N/A0.000%
7/21/2025 Corundum Group Inc.116,215$22.57M10.0%+0.8%0.036%
(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, 1,797 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.01B), Morgan Stanley ($4.27B), Goldman Sachs Group Inc. ($2.94B), FMR LLC ($1.72B), JPMorgan Chase & Co. ($1.71B), Financial Engines Advisors L.L.C. ($1.65B), and Envestnet Asset Management Inc. ($1.23B).Learn more on iShares Russell 1000 Value ETF's institutional investors.

What percentage of iShares Russell 1000 Value ETF's stock is owned by institutional investors?

84.93% of iShares Russell 1000 Value ETF's stock is owned by institutional investors. Learn more on IWD's institutional investor holdings.

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

Of the 1,505 institutional investors that purchased iShares Russell 1000 Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($5.25M), Pathstone Family Office LLC ($4.83M), Bank of America Corp DE ($4.70M), Envestnet Asset Management Inc. ($2.72M), International Assets Investment Management LLC ($2.65M), GAMMA Investing LLC ($2.59M), and Wells Fargo & Company MN ($2.29M).

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

Institutional investors have bought a total of 44,405,117 shares in the last 24 months. This purchase volume represents approximately $8.26B in transactions.

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

Of the 837 institutional investors that sold iShares Russell 1000 Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($5.11M), International Assets Investment Management LLC ($1.40M), Envestnet Asset Management Inc. ($1.34M), JP Wealth Management Inc. ($976.23K), FMR LLC ($655.07K), Alaska Permanent Fund Corp ($590.66K), and Financial Engines Advisors L.L.C. ($579.68K).

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

Institutional investors have sold a total of 20,986,372 shares in the last 24 months. This volume of shares sold represents approximately $3.94B in transactions.


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This page (NYSEARCA:IWD) was last updated on 7/25/2025 by MarketBeat.com Staff
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