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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$201.59 -0.50 (-0.25%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$201.73 +0.14 (+0.07%)
As of 09/5/2025 07:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1157
Total
Institutional Inflows
(last 12 months)
$14.88B
Number of
Institutional Sellers
(last 12 months)
900
Total
Institutional Outflows
(last 12 months)
$5.17B
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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
9/4/2025 Osaic Holdings Inc.579,728$112.29M0.2%+25.3%0.184%
9/3/2025 American Trust13,588$2.64M0.2%-51.6%0.004%
8/29/2025 Centaurus Financial Inc.812$158K0.0%-13.4%0.000%
8/27/2025 Orion Porfolio Solutions LLC69,830$13.56M0.1%-12.7%0.022%
8/26/2025 Thrivent Financial for Lutherans40,675$7.90M0.0%-82.3%0.013%
8/21/2025 Clarion Wealth Managment Partners LLC11,517$2.24M2.5%N/A0.004%
8/20/2025 Tull Financial Group Inc.1,174$228K0.1%N/A0.000%
8/20/2025 Coppell Advisory Solutions LLC3,102$600K0.1%N/A0.001%
8/19/2025 B. Riley Wealth Advisors Inc.7,714$1.50M0.1%N/A0.002%
8/19/2025 Advisory Services Network LLC38,710$7.57M0.1%+0.7%0.012%
8/19/2025 Asset Dedication LLC7,615$1.48M0.1%+6.2%0.002%
8/18/2025 Old North State Trust LLC2,229$433K0.3%N/A0.001%
8/18/2025 Tactive Advisors LLC8,970$1.74M0.6%N/A0.003%
8/18/2025 Geneos Wealth Management Inc.9,229$1.79M0.0%+53.3%0.003%
8/18/2025 Westwood Holdings Group Inc.78,882$15.32M0.1%-6.5%0.025%
8/18/2025 Kestra Investment Management LLC2,779$540K0.0%+27.6%0.001%
8/18/2025 Johns Hopkins University33,316$6.47M0.3%-96.1%0.011%
8/18/2025 Front Row Advisors LLC2,695$523K0.2%+3.9%0.001%
8/15/2025 High Falls Advisors Inc2,064$401K0.1%+35.2%0.001%
8/15/2025 Corient Private Wealth LLC787,837$153.02M0.2%-50.5%0.250%
8/15/2025 Equitable Holdings Inc.331,949$64.47M0.5%-17.5%0.105%
8/15/2025 Captrust Financial Advisors427,355$83.01M0.2%+16.0%0.135%
8/15/2025 Keel Point LLC84,393$16.39M1.1%+0.6%0.027%
8/15/2025 Visionary Wealth Advisors55,451$10.77M0.6%-0.4%0.018%
8/15/2025 Two Sigma Securities LLC14,431$2.80M0.3%N/A0.005%
8/15/2025 Talisman Wealth Advisors LLC2,496$485K0.4%-9.1%0.001%
8/15/2025 Tolleson Wealth Management Inc.23,531$4.57M0.8%-0.3%0.007%
8/15/2025 Smartleaf Asset Management LLC3,577$692K0.1%+70.1%0.001%
8/15/2025 Smead Capital Management Inc.3,496$679K0.0%-45.7%0.001%
8/15/2025 Snowden Capital Advisors LLC31,161$6.05M0.2%+1.4%0.010%
8/15/2025 Oxford Financial Group LTD. LLC43,422$8.43M0.5%+5.9%0.014%
8/15/2025 Orion Porfolio Solutions LLC84,600$16.43M0.1%+5.7%0.027%
8/15/2025 MML Investors Services LLC398,755$77.45M0.2%-0.1%0.126%
8/15/2025 Monetary Management Group Inc.22,699$4.41M1.1%-0.4%0.007%
8/15/2025 LM Advisors LLC2,941$571K0.1%-9.3%0.001%
8/15/2025 London Co. of Virginia6,704$1.30M0.0%-84.7%0.002%
8/15/2025 IHT Wealth Management LLC25,573$4.97M0.1%-5.9%0.008%
8/15/2025 Great Valley Advisor Group Inc.25,999$5.05M0.1%+1.5%0.008%
8/15/2025 EP Wealth Advisors LLC313,086$60.81M0.4%+0.0%0.099%
8/15/2025 Curi Capital LLC3,974$772K0.0%N/A0.001%
8/15/2025 BBR Partners LLC10,276$2.00M0.1%+2.2%0.003%
8/15/2025 Benjamin Edwards Inc.1,621$315K0.0%+15.5%0.001%
8/15/2025 BNP Paribas Financial Markets740,452$143.82M0.1%+4.4%0.235%
8/15/2025 Bank of America Corp DE49,816,823$9.68B0.7%-1.5%15.785%
8/15/2025 AQR Capital Management LLC131,393$25.52M0.0%+2.4%0.042%
8/15/2025 Ameriprise Financial Inc.1,222,249$237.97M0.1%-2.4%0.387%
8/15/2025 Aberdeen Wealth Management LLC200$39K0.0%N/A0.000%
8/14/2025 Vista Capital Partners Inc.10,604$2.06M0.2%+39.4%0.003%
8/14/2025 MGB Wealth Management LLC253$49K0.0%-30.5%0.000%
8/14/2025 Sentinel Wealth Management Inc.2,137$415K0.4%N/A0.001%
8/14/2025 Ausdal Financial Partners Inc.40,643$7.89M0.5%-0.8%0.013%
8/14/2025 NCM Capital Management LLC2,864$556K0.2%-3.4%0.001%
8/14/2025 Raymond James Financial Inc.4,978,791$967.03M0.3%+1.6%1.573%
8/14/2025 Darwin Wealth Management LLC3,011$585K0.2%N/A0.001%
8/14/2025 Betterment LLC5,885$1.14M0.0%+3.2%0.002%
8/14/2025 Quantinno Capital Management LP40,949$7.95M0.0%+59.2%0.013%
8/14/2025 Diversify Wealth Management LLC6,206$1.22M0.1%-1.8%0.002%
8/14/2025 Alliancebernstein L.P.375,944$73.02M0.0%-68.0%0.119%
8/14/2025 Seven Mile Advisory7,898$1.53M0.9%-1.0%0.002%
8/14/2025 Peapack Gladstone Financial Corp10,925$2.12M0.0%-4.4%0.003%
8/14/2025 Hamilton Capital LLC2,670$519K0.0%-29.3%0.001%
8/14/2025 LWM Advisory Services LLC5,264$1.02M0.7%N/A0.002%
8/14/2025 Operose Advisors LLC2,575$500K0.1%+12.5%0.001%
8/14/2025 HUB Investment Partners LLC5,160$1.00M0.0%-8.1%0.002%
8/14/2025 Ieq Capital LLC125,357$24.35M0.1%-16.7%0.040%
8/14/2025 Main Street Financial Solutions LLC4,599$893K0.1%+56.6%0.001%
8/14/2025 Clarity Asset Management Inc.180$35K0.0%N/A0.000%
8/14/2025 Glenview Trust co20,671$4.02M0.1%+27.5%0.007%
8/14/2025 Sand Hill Global Advisors LLC2,816$547K0.0%+2.7%0.001%
8/14/2025 FAS Wealth Partners Inc.10,922$2.12M0.2%+2.6%0.003%
8/14/2025 German American Bancorp Inc.6,024$1.17M0.1%-7.5%0.002%
8/14/2025 Becker Capital Management Inc.15,593$3.03M0.1%-14.0%0.005%
8/14/2025 Jasper Ridge Partners L.P.2,524,684$490.37M12.3%-5.6%0.798%
8/14/2025 Sei Investments Co.32,275$6.27M0.0%+12.7%0.010%
8/14/2025 Dimension Capital Management LLC37,023$7.19M1.1%+2.6%0.012%
8/14/2025 Potentia Wealth26,679$5.18M3.0%-2.5%0.008%
8/14/2025 NewEdge Advisors LLC108,000$20.98M0.1%-10.3%0.034%
8/14/2025 Integrated Investment Consultants LLC95,050$17.46M3.2%+8.0%0.030%
8/14/2025 BCS Private Wealth Management Inc.1,972$383K0.1%N/A0.001%
8/14/2025 Qube Research & Technologies Ltd19,806$3.85M0.0%N/A0.006%
8/14/2025 Certuity LLC66,132$12.85M1.2%+0.6%0.021%
8/14/2025 CoreFirst Bank & Trust877$170K0.1%N/A0.000%
8/14/2025 Tandem Financial LLC20,453$3.97M3.7%-45.5%0.006%
8/14/2025 Gerber Kawasaki Wealth & Investment Management1,262$245K0.0%-7.7%0.000%
8/14/2025 SVB Wealth LLC3,161$614K0.0%N/A0.001%
8/14/2025 Natixis6,354$1.23M0.0%-10.9%0.002%
8/14/2025 Bank of Nova Scotia540,810$105.04M0.2%+0.3%0.171%
8/14/2025 Baker Avenue Asset Management LP32,260$6.27M0.2%-4.9%0.010%
8/14/2025 BlackDiamond Wealth Management LLC1,249$245K0.1%N/A0.000%
8/14/2025 Cary Street Partners Financial LLC17,279$3.36M0.1%+4.3%0.005%
8/14/2025 Cerity Partners LLC217,131$42.17M0.1%-2.2%0.069%
8/13/2025 PGIM Custom Harvest LLC1,973$383K0.0%-14.2%0.001%
8/13/2025 Quantum Portfolio Management LLC17,797$3.46M1.6%-7.1%0.006%
8/13/2025 StoneX Group Inc.342,228$66.47M3.2%+2.6%0.108%
8/13/2025 Vance Wealth LLC5,745$1.12M0.4%-3.0%0.002%
8/13/2025 Cresset Asset Management LLC289,826$56.29M0.2%-0.2%0.092%
8/13/2025 Strategic Family Wealth Counselors L.L.C.2,230$433K0.1%+6.1%0.001%
8/13/2025 Brown Advisory Inc.398,545$77.41M0.1%+36.2%0.126%
8/13/2025 SCS Capital Management LLC57,571$11.18M0.1%+12.5%0.018%
8/13/2025 Portland Global Advisors LLC1,811$352K0.0%N/A0.001%
(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, 1,834 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($9.68B), Morgan Stanley ($4.27B), Goldman Sachs Group Inc. ($2.94B), JPMorgan Chase & Co. ($1.78B), FMR LLC ($1.72B), Financial Engines Advisors L.L.C. ($1.65B), and Envestnet Asset Management Inc. ($1.28B).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 1,528 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: JPMorgan Chase & Co. ($32.71M), Raymond James Financial Inc. ($5.33M), Pathstone Family Office LLC ($4.83M), Bank of America Corp DE ($4.70M), Envestnet Asset Management Inc. ($2.78M), International Assets Investment Management LLC ($2.65M), and GAMMA Investing LLC ($2.59M).

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

Institutional investors have bought a total of 78,298,258 shares in the last 24 months. This purchase volume represents approximately $14.88B in transactions.

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

Of the 900 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), Alliancebernstein L.P. ($1.37M), Envestnet Asset Management Inc. ($1.34M), Johns Hopkins University ($1.07M), JP Wealth Management Inc. ($976.23K), and Franklin Resources Inc. ($820.60K).

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

Institutional investors have sold a total of 27,263,231 shares in the last 24 months. This volume of shares sold represents approximately $5.17B in transactions.


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This page (NYSEARCA:IWD) was last updated on 9/6/2025 by MarketBeat.com Staff
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