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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$178.49 +1.47 (+0.83%)
Closing price 04/23/2025 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)
1038
Total
Institutional Inflows
(last 12 months)
$7.50B
Number of
Institutional Sellers
(last 12 months)
750
Total
Institutional Outflows
(last 12 months)
$2.31B
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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
4/24/2025Nadler Financial Group Inc.208,802$39.29M4.4%-2.0%0.063%
4/23/2025Atala Financial Inc2,324$437K0.3%-13.2%0.001%
4/23/2025Austin Asset Management Co Inc2,556$481K0.1%+24.2%0.001%
4/23/2025GenTrust LLC2,175$409K0.0%N/A0.001%
4/23/2025Penobscot Investment Management Company Inc.1,195$225K0.0%N/A0.000%
4/23/2025Western Wealth Management LLC15,759$2.97M0.2%-0.6%0.005%
4/23/2025Creative Financial Designs Inc. ADV629$118K0.0%-26.7%0.000%
4/23/2025Sequoia Financial Advisors LLC23,911$4.50M0.0%+2.6%0.007%
4/23/2025Pure Financial Advisors LLC8,317$1.57M0.0%-7.4%0.003%
4/23/2025Perigon Wealth Management LLC18,643$3.51M0.1%+12.0%0.006%
4/23/2025Alpine Bank Wealth Management2,773$522K0.1%N/A0.001%
4/23/2025Financial Life Planners2,063$388K0.4%+7.3%0.001%
4/23/2025HBK Sorce Advisory LLC38,535$7.25M0.2%+1.8%0.012%
4/23/2025Sylvest Advisors LLC103,845$19.54M12.2%+1.2%0.031%
4/23/2025Golden State Wealth Management LLC51,392$9.67M0.7%+2,138.3%0.015%
4/23/2025Bessemer Group Inc.53,211$10.01M0.0%+6.9%0.016%
4/23/2025Corundum Group Inc.115,306$21.70M10.4%-1.5%0.035%
4/23/2025First Pacific Financial673$127K0.0%+15.8%0.000%
4/23/2025Spire Wealth Management22,235$4.18M0.1%+2.6%0.007%
4/23/2025Golden State Equity Partners1,255$236K0.0%-33.4%0.000%
4/23/2025Global Assets Advisory LLC2,289$407K0.1%N/A0.001%
4/23/2025International Assets Investment Management LLC7,627$1.44M0.0%-28.5%0.002%
4/23/2025Pacific Sage Partners LLC141,313$26.59M6.0%+2.7%0.043%
4/23/2025Pacific Financial Group Inc.4,942$930K0.8%-7.3%0.001%
4/23/2025Ledyard National Bank1,392$262K0.0%-6.6%0.000%
4/23/2025YHB Investment Advisors Inc.2,547$479K0.0%-4.7%0.001%
4/23/2025Embree Financial Group5,463$1.03M0.2%-15.1%0.002%
4/23/2025Smith & Howard Wealth Management LLC40,907$7.70M2.1%+1.1%0.012%
4/23/2025Legacy Advisors LLC5,168$972K0.1%+24.0%0.002%
4/23/2025GHP Investment Advisors Inc.90,259$16.98M0.8%-1.0%0.027%
4/23/2025Foundation Wealth Management LLC PA18,935$3.56M1.7%-1.9%0.006%
4/23/2025Johnson Bixby & Associates LLC5,555$1.05M0.2%-3.9%0.002%
4/23/2025David Kennon Inc7,279$1.37M0.5%+5.8%0.002%
4/23/2025Chapin Davis Inc.3,334$628K0.2%-9.3%0.001%
4/23/2025Elwood & Goetz Wealth Advisory Group LLC1,183$223K0.1%N/A0.000%
4/23/2025Valmark Advisers Inc.23,786$4.48M0.1%+1.3%0.007%
4/23/2025Oppenheimer & Co. Inc.56,765$10.68M0.2%-10.6%0.017%
4/23/2025Oppenheimer Asset Management Inc.99,359$18.70M0.2%-70.2%0.030%
4/23/2025Crewe Advisors LLC1,539$290K0.0%+5.1%0.000%
4/23/2025Vantage Point Financial LLC1,765$332K0.2%-5.4%0.001%
Trump to redistribute trillions of dollars (Ad)

This playbook is something my connections and I have been discussing in private ever since we met with Trump at Mar-a-Lago last year. And while Trump has never formally acknowledged this plan, if you connect the dots on the chaos he’s been sowing, it’s obvious.

Everything you need to know is laid out for you here.
4/22/2025 Wetzel Investment Advisors Inc.6,742$1.27M0.6%-5.9%0.002%
4/22/2025 Diversified Portfolios Inc.24,473$4.61M0.5%+1.8%0.007%
4/22/2025 Runnymede Capital Advisors Inc.2,697$507K0.5%+3.3%0.001%
4/22/2025 Tanglewood Legacy Advisors LLC29,129$5.48M2.4%+5.3%0.009%
4/22/2025 XML Financial LLC65,069$12.24M1.1%-6.5%0.020%
4/22/2025 Centerpoint Advisory Group10,980$2.07M2.0%+3.1%0.003%
4/22/2025 FMA Wealth Management LLC59,405$11.55M8.9%-1.8%0.018%
4/22/2025 Joel Adams & Associates Inc.1,501$282K0.3%N/A0.000%
4/22/2025 Jmac Enterprises LLC138,043$25.97M6.2%-32.2%0.042%
4/22/2025 Flagship Harbor Advisors LLC4,275$804K0.0%-1.8%0.001%
4/22/2025 Rodgers & Associates LTD3,831$721K0.1%+1.8%0.001%
4/22/2025 Live Oak Private Wealth LLC5,927$1.12M0.2%+15.6%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.137,035$25.78M0.1%+7.7%0.041%
4/22/2025 Coho Partners Ltd.306,766$57.72M3.5%+44.5%0.092%
4/22/2025 EWA LLC1,524$287K0.1%-5.9%0.000%
4/22/2025 Atticus Wealth Management LLC2,768$521K0.2%-7.8%0.001%
4/22/2025 Ellis Investment Partners LLC2,561$482K0.1%-14.8%0.001%
4/22/2025 Moisand Fitzgerald Tamayo LLC763$144K0.0%-13.3%0.000%
4/22/2025 Hillcrest Wealth Advisors NY LLC26,018$4.90M2.4%-0.8%0.008%
4/22/2025 Sage Financial Group Inc.23,311$4.39M0.4%-0.3%0.007%
4/22/2025 Dixon Fnancial Services Inc.18,930$3.56M1.9%+45.5%0.006%
4/22/2025 Bright Futures Wealth Management LLC.1,419$245K0.3%-5.3%0.000%
4/22/2025 Matrix Asset Advisors Inc. NY6,200$1.17M0.1%-6.5%0.002%
4/22/2025 Brendel Financial Advisors LLC3,653$687K0.4%-6.1%0.001%
4/22/2025 First PREMIER Bank1,580$298K0.1%-6.0%0.000%
4/22/2025 World Equity Group Inc.1,680$316K0.1%-46.9%0.001%
4/22/2025 Perfromance Wealth Partners LLC2,491$469K0.0%-15.2%0.001%
4/22/2025 PFG Investments LLC5,802$1.09M0.1%-1.9%0.002%
4/22/2025 Carret Asset Management LLC18,937$3.56M0.4%-0.7%0.006%
4/22/2025 Evanson Asset Management LLC14,333$2.70M0.2%+6.2%0.004%
4/22/2025 Cornerstone Management Inc.1,358$256K0.0%-6.1%0.000%
4/22/2025 Advisor Resource Council2,404$452K0.0%N/A0.001%
4/22/2025 Segment Wealth Management LLC43,508$8.19M0.6%-5.5%0.013%
4/21/2025 Stableford Capital II LLC6,049$1.07M0.4%-2.2%0.002%
4/21/2025 Proathlete Wealth Management LLC70,202$13.22M4.8%+9.9%0.021%
4/21/2025 Osborne Partners Capital Management LLC12,335$2.32M0.1%-0.6%0.004%
4/21/2025 RF&L Wealth Management LLC8,705$1.64M1.2%+1.5%0.003%
4/21/2025 Avior Wealth Management LLC16,349$3.08M0.1%-3.4%0.005%
4/21/2025 ORG Partners LLC2,323$437K0.1%+82.5%0.001%
4/21/2025 True Link Financial Advisors LLC5,398$1.02M0.1%N/A0.002%
4/21/2025 Provident Wealth Management LLC516$97K0.0%+3,125.0%0.000%
4/21/2025 LongView Wealth Management1,651$311K0.1%+37.6%0.000%
4/21/2025 Blue Trust Inc.44,936$8.46M0.1%-7.9%0.014%
4/21/2025 GFS Advisors LLC13,864$2.61M0.5%-9.9%0.004%
4/21/2025 Autumn Glory Partners LLC14,259$2.68M1.3%-2.0%0.004%
4/21/2025 Advisory Resource Group7,298$1.37M0.3%-3.7%0.002%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,235$1.16M0.2%-5.7%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.151,865$28.58M0.1%-27.7%0.046%
4/21/2025 Wealthspan Partners LLC20,518$3.86M1.8%-2.5%0.006%
4/21/2025 Premier Path Wealth Partners LLC20,249$3.81M0.6%-40.7%0.006%
Trump to redistribute trillions of dollars (Ad)

This playbook is something my connections and I have been discussing in private ever since we met with Trump at Mar-a-Lago last year. And while Trump has never formally acknowledged this plan, if you connect the dots on the chaos he’s been sowing, it’s obvious.

Everything you need to know is laid out for you here.
4/21/2025 Janney Capital Management LLC6,080$1.14M0.1%-41.9%0.002%
4/21/2025 WestHill Financial Advisors Inc.10,408$1.96M0.4%-1.1%0.003%
4/21/2025 Johnson Investment Counsel Inc.50,238$9.45M0.1%-1.4%0.015%
4/21/2025 Community Bank N.A.28,908$5.44M0.7%-0.6%0.009%
4/21/2025 CWA Asset Management Group LLC2,263$426K0.0%-33.9%0.001%
4/21/2025 Barrett & Company Inc.8,123$1.53M0.7%+1.1%0.002%
4/21/2025 PUREfi Wealth LLC2,705$509K0.5%+46.5%0.001%
4/21/2025 Kingswood Wealth Advisors LLC1,757$331K0.0%+11.8%0.001%
4/21/2025 Newton One Investments LLC51,402$9.67M3.5%-0.7%0.016%
4/18/2025 JP Wealth Management Inc.981,443$184.67M59.7%+18,716.0%0.298%
(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, 1,748 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 1,438 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), 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 74,200,749 shares in the last 24 months. This purchase volume represents approximately $12.86B in transactions.

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

Of the 1,106 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 42,427,104 shares in the last 24 months. This volume of shares sold represents approximately $6.92B in transactions.


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This page (NYSEARCA:IWD) was last updated on 4/24/2025 by MarketBeat.com Staff
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