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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$194.37 +2.58 (+1.35%)
Closing price 02/28/2025 04:10 PM Eastern
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$194.44 +0.07 (+0.04%)
As of 02/28/2025 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Number of
Institutional Buyers
(last 12 months)
1018
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
712
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
2/27/2025Jefferies Financial Group Inc.45,511$8.43M0.0%+11.6%0.014%
2/27/2025 Landaas & Co. WI ADV355,144$65.75M18.2%-0.8%0.110%
2/27/2025 ABLE Financial Group LLC6,188$1.15M0.3%-48.7%0.002%
2/27/2025 Bernard Wealth Management Corp.487$90K0.0%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.26,098$4.83M0.7%+7.6%0.008%
2/27/2025 Carolinas Wealth Consulting LLC67,927$12.58M2.2%-7.9%0.021%
2/26/2025 Financial Advisory Corp1,161$215K0.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC4,104$760K0.2%+1.6%0.001%
2/25/2025 Heck Capital Advisors LLC10,903$2.02M0.1%N/A0.003%
2/25/2025 Leigh Baldwin & CO. LLC1,197$222K0.1%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.9,593$1.78M0.1%-8.5%0.003%
2/25/2025 Integrated Advisors Network LLC15,730$2.91M0.1%+258.6%0.005%
2/24/2025 Pullen Investment Management LLC15,212$2.82M1.8%N/A0.005%
2/24/2025 Wilkins Miller Wealth Management LLC1,412$261K0.3%N/A0.000%
2/24/2025 Liberty Square Wealth Partners LLC1,082$210K0.1%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.25,341$4.69M0.1%-7.9%0.008%
2/24/2025 Ameriflex Group Inc.150$29K0.0%N/A0.000%
2/22/2025 American Trust14,396$2.67M0.2%+642.1%0.005%
2/21/2025 Ascent Group LLC4,271$791K0.1%-63.0%0.001%
2/20/2025 Forum Financial Management LP14,970$2.77M0.0%+1.9%0.005%
2/20/2025 Michels Family Financial LLC3,934$728K0.7%N/A0.001%
2/19/2025 Parr Mcknight Wealth Management Group LLC1,172$217K0.0%N/A0.000%
2/18/2025 Wick Capital Partners LLC6,801$1.26M0.4%-7.8%0.002%
2/18/2025 Western Wealth Management LLC1,569$290K0.1%-91.2%0.001%
2/18/2025 Sunbelt Securities Inc.6,401$1.18M0.1%+280.6%0.002%
2/18/2025 GTS Securities LLC17,701$3.28M0.2%-47.0%0.006%
2/18/2025 Stonebridge Financial Planning Group LLC5,304$982K0.4%N/A0.002%
2/18/2025 Vise Technologies Inc.12,002$2.22M0.2%+479.2%0.004%
2/18/2025 City National Bank of Florida MSD2,184$404K0.4%N/A0.001%
2/18/2025 JT Stratford LLC1,640$304K0.0%N/A0.001%
2/18/2025 Cornerstone Advisory LLC23,904$4.65M0.5%-1.6%0.008%
2/18/2025 Mosaic Family Wealth Partners LLC14,218$2.63M0.4%-2.4%0.005%
2/18/2025 49 Wealth Management LLC2,721$504K0.1%N/A0.001%
2/18/2025 Monograph Wealth Advisors LLC10,618$1.97M0.3%-18.5%0.003%
2/18/2025 MidWestOne Financial Group Inc.1,807$335K0.0%-56.2%0.001%
2/18/2025 Focus Partners Advisor Solutions LLC19,638$3.64M0.1%+6.7%0.006%
2/18/2025 Mpwm Advisory Solutions LLC303$56K0.0%N/A0.000%
2/18/2025 Talisman Wealth Advisors LLC2,602$482K0.5%+5.0%0.001%
2/17/2025 US Financial Advisors LLC66,332$12.28M3.8%+2.4%0.021%
2/17/2025 Waverly Advisors LLC136,514$25.27M0.4%+16.3%0.044%
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2/17/2025 Willis Johnson & Associates Inc.62,835$11.63M0.9%-2.0%0.020%
2/17/2025 Windsor Advisory Group LLC1,238$229K0.3%+111.3%0.000%
2/17/2025 Vident Advisory LLC3,350$620K0.0%N/A0.001%
2/17/2025 Visionary Wealth Advisors56,138$10.39M0.6%-1.8%0.018%
2/17/2025 Westwood Holdings Group Inc.81,881$15.16M0.1%+29.1%0.026%
2/17/2025 St. Clair Advisors LLC2,117$392K0.1%N/A0.001%
2/17/2025 Texas Bank & Trust Co6,391$1.18M0.5%N/A0.002%
2/17/2025 Tolleson Wealth Management Inc.24,441$4.53M0.9%-0.5%0.008%
2/17/2025 TrinityPoint Wealth LLC2,315$429K0.1%+53.7%0.001%
2/17/2025 Stonebrook Private Inc.3,693$684K0.2%-4.4%0.001%
2/17/2025 Sentinus LLC1,490$276K0.1%-38.1%0.000%
2/17/2025 Snowden Capital Advisors LLC40,829$7.56M0.2%-0.4%0.013%
2/17/2025 Security National Bank of SO Dak1,205$223K0.1%N/A0.000%
2/17/2025 Silvercrest Asset Management Group LLC78,130$14.46M0.1%+13.9%0.025%
2/17/2025 Royal Bank of Canada2,365,558$437.94M0.1%+18.7%0.755%
2/17/2025 Riverview Capital Advisers LLC27,234$5.04M1.5%+2.2%0.009%
2/17/2025 Quadcap Wealth Management LLC17,237$3.19M0.5%-28.9%0.006%
2/17/2025 Quantinno Capital Management LP11,932$2.21M0.0%-5.1%0.004%
2/17/2025 Pathstone Holdings LLC534,418$99.12M0.4%+3.0%0.171%
2/17/2025 NorthRock Partners LLC36,312$6.72M0.2%+134.8%0.012%
2/17/2025 Northeast Financial Consultants Inc11,571$2.14M0.1%-4.0%0.004%
2/17/2025 Northwest Quadrant Wealth Management LLC1,460$270K0.1%+7.0%0.000%
2/17/2025 Nuveen Asset Management LLC547,463$101.35M0.0%+144.3%0.175%
2/17/2025 Obermeyer Wealth Partners2,806$519K0.0%-8.5%0.001%
2/17/2025 Logan Capital Management Inc.28,145$5.21M0.2%+104.4%0.009%
2/17/2025 London Co. of Virginia290,119$53.71M0.3%+2,478.4%0.093%
2/17/2025 LRI Investments LLC2,405$445K0.0%-68.5%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC1,721$319K0.0%+28.4%0.001%
2/17/2025 Jasper Ridge Partners L.P.2,745,105$508.20M16.1%+1.0%0.876%
2/17/2025Jefferies Financial Group Inc.45,511$8.43M0.0%+11.6%0.015%
2/17/2025 Guardian Wealth Advisors LLC NC7,244$1.34M0.1%+5.1%0.002%
2/17/2025 Geller Advisors LLC367,037$67.95M4.5%-5.5%0.117%
2/17/2025 Focus Partners Wealth472,470$88.24M0.2%+196.7%0.151%
2/17/2025 Fiduciary Trust Co8,378$1.55M0.0%-2.3%0.003%
2/17/2025 Circle Wealth Management LLC607,633$112.49M2.4%+0.0%0.194%
2/17/2025 Coastal Bridge Advisors LLC1,212$224K0.1%-77.7%0.000%
2/17/2025 D. E. Shaw & Co. Inc.8,503$1.57M0.0%N/A0.003%
2/17/2025 Deutsche Bank AG32,279$5.98M0.0%-6.7%0.010%
2/17/2025 Dimension Capital Management LLC35,250$6.53M1.1%+3.7%0.011%
2/17/2025 Dunhill Financial LLC772$143K0.1%+9.7%0.000%
2/17/2025 EP Wealth Advisors LLC318,876$59.03M0.5%-1.4%0.102%
2/17/2025 Colonial Trust Co SC8,566$1.59M0.2%+1.3%0.003%
2/17/2025 CoreCap Advisors LLC825$153K0.0%-45.7%0.000%
2/17/2025 Covenant Partners LLC153,886$28.49M8.8%+5.0%0.049%
2/17/2025 Cresset Asset Management LLC300,081$55.55M0.3%-7.3%0.096%
2/17/2025 Capital Advantage Inc.6,424$1.19M0.2%N/A0.002%
2/17/2025 Cetera Investment Advisers1,231,116$227.92M0.5%+11.6%0.393%
2/17/2025 BOKF NA57,144$10.49M0.2%-6.4%0.018%
2/17/2025 Captrust Financial Advisors370,305$68.56M0.2%-0.3%0.118%
2/17/2025 Cary Street Partners Financial LLC17,496$3.24M0.1%N/A0.006%
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2/17/2025 Brown Advisory Inc.314,785$58.28M0.1%+7.8%0.100%
2/17/2025 Balyasny Asset Management L.P.6,608$1.22M0.0%+71.1%0.002%
2/17/2025 Baird Financial Group Inc.4,599,543$851.51M1.6%+3.6%1.468%
2/17/2025 Baker Avenue Asset Management LP35,525$6.58M0.2%-0.3%0.011%
2/17/2025 Beaumont Capital Management LLC1,506$279K0.2%+23.1%0.000%
2/17/2025 Bank of America Corp DE54,061,592$10.01B0.8%+9.5%17.258%
2/17/2025 Benjamin Edwards Inc.1,407$260K0.0%-12.0%0.000%
2/17/2025 BIP Wealth LLC2,643$489K0.0%+81.5%0.001%
2/17/2025 BNP Paribas Financial Markets697,373$129.11M0.1%-10.6%0.223%
2/17/2025 Ameriprise Financial Inc.1,519,052$281.21M0.1%+51.8%0.485%
(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, 1,723 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), Bank of America Corp DE ($10.01B), Morgan Stanley ($4.27B), FMR LLC ($1.72B), JPMorgan Chase & Co. ($1.71B), Financial Engines Advisors L.L.C. ($1.67B), and Envestnet Asset Management Inc. ($1.46B).Learn more on IWD's institutional investors.

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

Of the 1,421 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: 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), Wells Fargo & Company MN ($2.29M), and GLOBALT Investments LLC GA ($2.00M).

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

Institutional investors have bought a total of 69,974,510 shares in the last 24 months. This purchase volume represents approximately $12.06B in transactions.

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

Of the 1,082 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. ($6.28M), Morgan Stanley ($4.02M), Jones Financial Companies Lllp ($2.19M), American Century Companies Inc. ($2.18M), Envestnet Asset Management Inc. ($1.80M), First Republic Investment Management Inc. ($1.62M), and International Assets Investment Management LLC ($1.40M).

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

Institutional investors have sold a total of 42,741,936 shares in the last 24 months. This volume of shares sold represents approximately $6.94B in transactions.


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This page (NYSEARCA:IWD) was last updated on 3/1/2025 by MarketBeat.com Staff
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