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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$193.24 -1.21 (-0.62%)
Closing price 04:10 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)
883
Total
Institutional Inflows
(last 12 months)
$3.85B
Number of
Institutional Sellers
(last 12 months)
682
Total
Institutional Outflows
(last 12 months)
$1.64B
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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
1/28/2025Clientfirst Wealth Management LLC14,480$2.68M2.7%N/A0.005%
1/28/2025Joel Isaacson & Co. LLC12,776$2.37M0.1%+1.1%0.004%
1/28/2025Northstar Group Inc.6,529$1.21M0.2%-0.9%0.002%
1/28/2025SOA Wealth Advisors LLC.16,505$3.06M0.6%-4.6%0.005%
1/28/2025Realta Investment Advisors823$154K0.1%N/A0.000%
1/28/2025Golden State Wealth Management LLC2,296$425K0.1%N/A0.001%
1/28/2025Gilliland Jeter Wealth Management LLC12,871$2.38M0.8%-0.6%0.004%
1/28/2025Live Oak Private Wealth LLC5,129$950K0.2%-1.4%0.002%
1/28/2025Lodestar Private Asset Management LLC2,438$451K0.1%+10.9%0.001%
1/28/2025Fairvoy Private Wealth LLC5,584$1.03M0.3%N/A0.002%
1/28/2025Tandem Financial LLC36,879$6.83M7.3%N/A0.012%
1/28/2025Strategic Financial Concepts LLC420,683$77.88M0.1%+18,440.5%0.134%
1/28/2025Ledyard National Bank1,491$276K0.0%+7.1%0.000%
1/28/20251900 Wealth Management LLC19,741$3.66M0.3%-0.5%0.006%
1/27/2025Consolidated Portfolio Review Corp21,032$3.89M0.6%N/A0.007%
1/27/2025GHP Investment Advisors Inc.91,180$16.88M0.8%-0.3%0.029%
1/27/2025Oakworth Capital Inc.764,174$141.47M9.7%+2.4%0.244%
1/27/2025Silver Oak Securities Incorporated3,325$614K0.1%-5.8%0.001%
1/27/2025Financial Advocates Investment Management5,886$1.09M0.1%-40.7%0.002%
1/27/2025YANKCOM Partnership5,249$972K0.5%N/A0.002%
1/27/2025Bleakley Financial Group LLC80,439$14.89M0.4%+0.7%0.026%
1/27/2025NovaPoint Capital LLC1,928$357K0.1%+5.8%0.001%
1/27/2025Trilogy Capital Inc.2,176$403K0.0%N/A0.001%
1/27/2025Robertson Stephens Wealth Management LLC3,379$626K0.0%+170.8%0.001%
1/27/2025Crewe Advisors LLC1,464$271K0.0%+72.0%0.000%
1/27/2025Jackson Grant Investment Advisers Inc.1,653$306K0.1%-13.7%0.001%
1/27/2025Meritage Portfolio Management27,502$5.09M0.3%+1.4%0.009%
1/27/2025Choreo LLC388,500$71.91M1.0%+1.3%0.124%
1/27/2025Money Concepts Capital Corp3,046$564K0.0%+2.8%0.001%
1/27/2025Confluence Wealth Services Inc.27,114$5.26M0.3%+2.1%0.009%
1/27/2025Lion Street Advisors LLC13,214$2.45M0.8%+2.3%0.004%
1/27/2025Country Club Bank71,334$13.17M0.9%-4.6%0.023%
1/27/2025Stratos Investment Management LLC122,249$22.63M1.4%+14.5%0.039%
1/27/2025Stratos Wealth Advisors LLC76,897$14.24M0.7%-24.9%0.025%
1/27/2025Stratos Wealth Partners LTD.31,429$5.82M0.1%-11.4%0.010%
1/27/2025Cassia Capital Partners LLC1,936$358K0.2%+72.1%0.001%
1/27/2025Mather Group LLC.56,104$10.39M0.1%-1.4%0.018%
1/27/2025Newton One Investments LLC51,748$9.58M3.7%-1.7%0.017%
1/24/2025 Columbus Macro LLC21,895$4.05M0.6%N/A0.007%
1/24/2025 Archer Investment Management LLC1,267$235K0.1%N/A0.000%
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1/24/2025 Vantage Point Financial LLC1,866$345K0.2%N/A0.001%
1/24/2025 JP Wealth Management Inc.5,216$966K0.7%N/A0.002%
1/24/2025 Marshall Financial Group Inc. ADV9,499$1.76M0.5%-6.7%0.003%
1/24/2025 Holistic Planning LLC5,159$955K0.3%+3.7%0.002%
1/24/2025 Boston Trust Walden Corp14,638$2.71M0.0%-1.4%0.005%
1/24/2025 Financial Life Planners1,922$356K0.3%N/A0.001%
1/24/2025 Wealthspan Partners LLC21,051$3.90M1.9%-2.0%0.007%
1/24/2025 One Wealth Advisors LLC14,284$2.64M0.4%+301.7%0.005%
1/24/2025 McNamara Financial Services Inc.2,144$397K0.1%-11.6%0.001%
1/24/2025 Catalina Capital Group LLC3,110$576K0.2%-6.0%0.001%
1/24/2025 Red Tortoise LLC29,575$5.48M2.8%+0.5%0.009%
1/24/2025 CFM Wealth Partners LLC35,344$6.54M1.1%+0.7%0.011%
1/24/2025 Horst & Graben Wealth Management LLC1,420$263K0.0%-9.1%0.000%
1/24/2025 CENTRAL TRUST Co7,613$1.41M0.0%+49.7%0.002%
1/24/2025 McAdam LLC9,744$1.80M0.1%-5.8%0.003%
1/24/2025 Pacific Sage Partners LLC137,620$25.48M5.8%+2.9%0.044%
1/24/2025 Lunt Capital Management Inc.3,314$614K0.2%-5.9%0.001%
1/24/2025 U.S. Capital Wealth Advisors LLC11,081$2.05M0.1%+48.7%0.004%
1/24/2025 Nadler Financial Group Inc.213,075$39.45M4.2%-2.2%0.068%
1/24/2025 Golden State Equity Partners1,884$349K0.1%+472.6%0.001%
1/24/2025 Spire Wealth Management21,681$4.01M0.1%-1.4%0.007%
1/24/2025 PBMares Wealth Management LLC2,378$440K0.1%+2.4%0.001%
1/24/2025 Five Oceans Advisors1,315$243K0.1%-33.3%0.000%
1/24/2025 Journey Strategic Wealth LLC6,012$1.11M0.0%+25.9%0.002%
1/24/2025 Osborne Partners Capital Management LLC12,405$2.30M0.1%-0.6%0.004%
1/24/2025 Richardson Financial Services Inc.355$66K0.0%-43.5%0.000%
1/24/2025 Sylvest Advisors LLC102,632$19M11.7%N/A0.033%
1/24/2025 Tritonpoint Wealth LLC2,566$475K0.0%+14.6%0.001%
1/24/2025 Deroy & Devereaux Private Investment Counsel Inc.2,225$412K0.0%-4.3%0.001%
1/24/2025 Stableford Capital II LLC6,183$1.15M0.5%-3.4%0.002%
1/24/2025 Waldron Private Wealth LLC850,844$157.52M6.3%-0.7%0.272%
1/24/2025 Brown Financial Advisory5,117$947K0.7%-1.7%0.002%
1/24/2025 Clear Creek Financial Management LLC2,227$412K0.0%N/A0.001%
1/23/2025 Heck Capital Advisors LLC10,903$2.02M0.1%N/A0.003%
1/23/2025 West Bancorporation Inc.57,768$10.70M7.0%+1.1%0.018%
1/23/2025 Caprock Group LLC21,847$4.05M0.1%+11.2%0.007%
1/23/2025 TCI Wealth Advisors Inc.5,688$1.05M0.1%-8.7%0.002%
1/23/2025 BTC Capital Management Inc.96,998$17.95M1.7%+14.6%0.031%
1/23/2025 Alta Wealth Advisors LLC25,555$4.73M2.1%+2.5%0.008%
1/23/2025 Intergy Private Wealth LLC4,966$919K0.3%N/A0.002%
1/23/2025 Heritage Financial Services LLC2,692$498K0.1%+16.7%0.001%
1/23/2025 Norris Perne & French LLP MI5,244$971K0.1%-80.1%0.002%
1/23/2025 Fifth Third Securities Inc.6,310$1.17M0.1%+15.3%0.002%
1/23/2025 SOL Capital Management CO26,124$4.84M0.5%+2.8%0.008%
1/23/2025 Crews Bank & Trust1,279$237K0.0%N/A0.000%
1/23/2025 Capital Investment Advisory Services LLC3,957$733K0.1%-1.5%0.001%
1/23/2025 OLD National Bancorp IN34,309$6.35M0.2%+38.0%0.011%
1/23/2025 American Institute for Advanced Investment Management LLP32,820$6.08M4.5%-2.2%0.010%
1/23/2025 Baron Wealth Management LLC18,641$3.45M1.6%N/A0.006%
1/23/2025 Baring Financial LLC3,522$652K0.6%N/A0.001%
A deadly mistake in my prediction… (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
1/23/2025 Highland Capital Management LLC22,107$4.09M0.2%-3.6%0.007%
1/23/2025 Gries Financial LLC11,054$2.05M0.4%+2.5%0.004%
1/23/2025 Hanson & Doremus Investment Management27,377$5.07M0.8%+0.5%0.009%
1/23/2025 Foster & Motley Inc.16,112$2.98M0.2%+125.0%0.005%
1/23/2025 Ibex Wealth Advisors1,639$303K0.0%N/A0.001%
1/23/2025 Paladin Advisory Group LLC6,394$1.18M0.9%-1.7%0.002%
1/23/2025 Strategic Blueprint LLC5,809$1.08M0.1%-7.7%0.002%
1/23/2025 Iams Wealth Management LLC2,956$547K0.3%-16.5%0.001%
1/23/2025 Hantz Financial Services Inc.187$35K0.0%N/A0.000%
1/23/2025 McKinley Carter Wealth Services Inc.21,411$3.96M0.2%-5.2%0.007%
(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, 1,630 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), FMR LLC ($1.69B), JPMorgan Chase & Co. ($1.63B), 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 1,346 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 53,137,751 shares in the last 24 months. This purchase volume represents approximately $8.65B in transactions.

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

Of the 1,059 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), American Century Companies Inc. ($2.41M), Envestnet Asset Management Inc. ($1.80M), First Republic Investment Management Inc. ($1.62M), International Assets Investment Management LLC ($1.40M), and FMR LLC ($946.28K).

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

Institutional investors have sold a total of 41,889,643 shares in the last 24 months. This volume of shares sold represents approximately $6.67B in transactions.


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This page (NYSEARCA:IWD) was last updated on 1/28/2025 by MarketBeat.com Staff
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