iShares Russell 1000 Value ETF (IWD) Institutional Ownership

$263.81 +1.17 (+0.45%)

Closing price 04:10 PM Eastern

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$264.12 +0.31 (+0.12%)

As of 07:35 PM Eastern

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Current Institutional Ownership Percentage: 84.93%
Number of Institutional Buyers (last 12 months): 1055
Total Institutional Inflows (last 12 months): $8.94B

Number of Institutional Sellers (last 12 months): 726
Total Institutional Outflows (last 12 months): $8.92B

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/11/2026	Mayflower Financial Advisors LLC	2,799	$694K	0.1%	-17.7%	0.001%
11/11/2026	GW&K Investment Management LLC	2,544	$631K	0.0%	-93.7%	0.001%
11/11/2026	WealthTrust Axiom LLC	1,414	$351K	0.1%	N/A	0.000%
11/11/2026	Private Advisor Group LLC	358,827	$88.96M	0.3%	N/A	0.111%
11/11/2026	Astoria Strategic Wealth Inc.	34,981	$8.67M	2.0%	-0.9%	0.011%
11/11/2026	Maxele Advisors LLC	7,481	$1.86M	1.3%	+0.7%	0.002%
11/11/2026	Ieq Capital LLC	55,970	$13.88M	0.1%	-2.8%	0.017%
11/11/2026	Focus Advisor Solutions LLC	22,595	$5.60M	0.0%	+10.3%	0.007%
11/11/2026	Colonial Trust Co SC	6,083	$1.51M	0.2%	-4.8%	0.002%
11/11/2026	Aegis Wealth Management LLC	4,699	$1.17M	0.6%	N/A	0.001%
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11/11/2026	Boston Partners	37,905	$9.47M	0.0%	N/A	0.012%
11/11/2026	Independent Advisor Alliance	3,932	$1.03M	0.0%	+6.6%	0.001%
11/10/2026	Baron Silver Stevens Financial Advisors LLC	3,242	$804K	0.1%	-37.6%	0.001%
11/10/2026	Genesis Wealth Advisors LLC	2,713	$673K	0.4%	N/A	0.001%
11/10/2026	Composition Wealth LLC	31,020	$7.69M	0.1%	N/A	0.010%
11/10/2026	TD Capital Management LLC	1,614	$400K	0.0%	N/A	0.001%
11/10/2026	Voya Investment Management LLC	24,094	$5.97M	0.0%	N/A	0.007%
11/10/2026	Global Retirement Partners LLC	38,909	$9.65M	0.1%	+5.2%	0.012%
11/10/2026	Wrapmanager Inc.	2,218	$550K	0.2%	N/A	0.001%
11/10/2026	Goodman Financial Corp	17,805	$4.41M	0.6%	N/A	0.006%
11/10/2026	Rothschild Investment LLC	28,111	$6.97M	0.3%	+0.2%	0.009%
11/10/2026	Cibc World Market Inc.	33,453	$8.29M	0.0%	N/A	0.010%
11/10/2026	Bridges Investment Management Inc.	169,944	$42.13M	0.5%	-97.2%	0.053%
11/10/2026	Cullen Capital Management LLC	1,198	$297K	0.0%	N/A	0.000%
11/10/2026	Ironwood Investment Counsel LLC	40,038	$9.93M	1.3%	-20.4%	0.012%
11/10/2026	Vawter Financial Ltd.	4,803	$1.19M	0.4%	N/A	0.001%
11/10/2026	Edgestream Partners L.P.	9,193	$2.28M	0.1%	N/A	0.003%
11/10/2026	Banco Santander S.A.	50,852	$12.61M	0.1%	N/A	0.016%
11/10/2026	Northstar Group Inc.	6,634	$1.65M	0.2%	N/A	0.002%
11/10/2026	Summit Wealth Group LLC OK	5,172	$1.28M	2.2%	-28.0%	0.002%
11/10/2026	HighTower Advisors LLC	1,066,470	$264.41M	0.3%	N/A	0.331%
11/10/2026	Warner Group LLC	4,294	$1.07M	0.2%	-10.3%	0.001%
11/10/2026	Tilson Financial Group Inc.	979	$243K	0.1%	-3.9%	0.000%
11/10/2026	BCS Private Wealth Management Inc.	4,115	$1.02M	0.3%	+17.1%	0.001%
11/10/2026	First National Bank & Trust Co. of Newtown	6,522	$1.69M	0.3%	-72.3%	0.002%
11/10/2026	Wharton Business Group LLC	1,496	$371K	0.0%	N/A	0.000%
11/10/2026	Western Wealth Management LLC	14,685	$3.64M	0.1%	-7.1%	0.005%
11/10/2026	Texas Capital Bank Wealth Management Services Inc	5,249	$1.30M	0.1%	-12.5%	0.002%
11/9/2026	Silver Oak Securities Incorporated	1,373	$353K	0.0%	N/A	0.000%
11/9/2026	Thoroughbred Financial Services LLC	1,033	$256K	0.0%	-99.3%	0.000%
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11/9/2026	Bessemer Group Inc.	73,220	$18.15M	0.0%	N/A	0.023%
11/9/2026	Hantz Financial Services Inc.	2,071	$514K	0.0%	N/A	0.001%
11/9/2026	Meramec Financial Planners LLC	73,144	$18.83M	6.0%	+6.8%	0.023%
11/9/2026	Harbour Investments Inc.	6,332	$1.57M	0.0%	-99.5%	0.002%
11/9/2026	Walsh & Associates LLC	5,363	$1.33M	1.0%	-5.9%	0.002%
11/9/2026	FDx Advisors Inc.	56,734	$14.07M	4.4%	N/A	0.018%
11/9/2026	Centennial Bank AR	12,500	$3.10M	0.9%	-4.3%	0.004%
11/9/2026	IFG Advisory LLC	13,026	$3.23M	0.1%	+5.2%	0.004%
11/9/2026	AlTi Global Inc.	32,427	$8.04M	0.2%	+3.1%	0.010%
11/9/2026	Drive Wealth Management LLC	856	$212K	0.0%	N/A	0.000%
11/7/2026	Silver Oak Advisory Group Inc.	5,000	$1.24M	0.5%	N/A	0.002%
11/7/2026	Collier Financial	845	$210K	0.1%	+26.5%	0.000%
11/7/2026	Cornerstone Advisory LLC	23,121	$5.73M	0.4%	-1.2%	0.007%
11/7/2026	Cornerstone Advisors Asset Management LLC	2,648	$657K	0.1%	+24.4%	0.001%
11/7/2026	Diversified Trust Co	47,333	$11.74M	0.2%	N/A	0.015%
11/7/2026	Vista Capital Partners Inc.	8,852	$2.20M	0.2%	N/A	0.003%
11/6/2026	Stonebridge Financial Planning Group LLC	5,381	$1.33M	0.4%	+1.0%	0.002%
11/6/2026	Moors & Cabot Inc.	2,463	$611K	0.0%	N/A	0.001%
11/6/2026	Compass Capital Management Inc.	1,564	$388K	0.0%	N/A	0.000%
11/6/2026	Valmark Advisers Inc.	27,084	$6.72M	0.1%	N/A	0.008%
11/6/2026	Jordan Park Group LLC	7,008	$1.74M	0.1%	-4.7%	0.002%
11/6/2026	Money Concepts Capital Corp	1,138	$282K	0.0%	N/A	0.000%
11/6/2026	Citizens & Northern Corp	2,737	$679K	0.2%	-98.8%	0.001%
11/6/2026	Strategic Wealth Advisors LLC	16,486	$4.09M	3.1%	+26.1%	0.005%
11/6/2026	Allworth Financial LP	313,283	$75.95M	0.3%	+605.8%	0.097%
11/6/2026	Fisher Asset Management LLC	7,658	$1.90M	0.0%	-98.8%	0.002%
11/6/2026	Private Advisory Group LLC	73,880	$18.32M	1.0%	N/A	0.023%
11/6/2026	Russell Investments Group Ltd.	8,436	$2.09M	0.0%	+42.8%	0.003%
11/6/2026	Coston McIsaac & Partners	614	$152K	0.0%	+30.6%	0.000%
11/6/2026	Collaborative Wealth Managment Inc.	1,815	$450K	0.2%	+4.1%	0.001%
11/6/2026	Point Windward Advisors Inc.	1,549	$384K	0.2%	N/A	0.000%
11/6/2026	Werba Rubin Papier Wealth Management	1,326	$329K	0.0%	N/A	0.000%
11/6/2026	CENTRAL TRUST Co	3,684	$913K	0.0%	N/A	0.001%
11/6/2026	Fifth Third Bancorp	1,098,231	$272.28M	0.4%	-4.7%	0.341%
11/6/2026	Three Bridge Wealth Advisors LLC	350	$87K	0.0%	N/A	0.000%
11/6/2026	CFM Wealth Partners LLC	39,158	$9.71M	1.2%	+5.9%	0.012%
11/5/2026	Ritholtz Wealth Management	38,549	$9.56M	0.1%	-1.9%	0.012%
11/5/2026	NBH Bank	18,600	$4.61M	1.8%	-1.3%	0.006%
11/5/2026	Joel Isaacson & Co. LLC	20,189	$5.01M	0.1%	N/A	0.006%
11/5/2026	Jacobi Capital Management LLC	4,589	$1.14M	0.1%	-15.5%	0.001%
11/5/2026	Valued Wealth Advisors LLC	470	$117K	0.0%	+840.0%	0.000%
11/5/2026	First Command Advisory Services Inc.	711	$176K	0.0%	-56.9%	0.000%
11/5/2026	Topel & Distasi Wealth Management LLC	15,164	$3.76M	1.9%	-0.6%	0.005%
11/5/2026	Macco Financial Group Inc.	2,978	$738K	0.4%	+6.4%	0.001%
11/5/2026	Renasant Bank	1,388	$344K	0.2%	-13.9%	0.000%
11/5/2026	Confluence Wealth Services Inc.	34,670	$8.60M	0.2%	+2.3%	0.011%
11/5/2026	AMG National Trust Bank	123,941	$30.73M	0.6%	N/A	0.039%
11/5/2026	Moneco Advisors LLC	6,442	$1.60M	0.1%	+3.8%	0.002%
11/5/2026	Mesirow Financial Investment Management Inc.	196,627	$48.75M	0.8%	N/A	0.061%
11/5/2026	Lido Advisors LLC	288,174	$71.45M	0.2%	N/A	0.090%
I'm handing you this one free (Ad) Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds. He licenses it from one overlooked company. That supplier just got a major catalyst. Musk filed to launch 1,000,000 satellites, a move analyst Dylan believes could drive a 100X bigger bill for this chipmaker starting December 8th. See today's free stock pick before the December 8th deadline here
11/5/2026	Keybank National Association OH	124,797	$30.94M	0.1%	N/A	0.039%
11/5/2026	Cornerstone Wealth Management LLC	5,254	$1.30M	0.1%	-1.5%	0.002%
11/5/2026	D.B. Root & Company LLC	1,066	$264K	0.1%	N/A	0.000%
11/5/2026	Equity Investment Corp	46,001	$11.41M	0.2%	-80.9%	0.014%
11/4/2026	Clientfirst Wealth Management LLC	14,416	$3.57M	2.6%	-0.4%	0.004%
11/4/2026	Global Wealth Management Investment Advisory Inc.	996	$247K	0.0%	N/A	0.000%
11/4/2026	71 West Capital Partners	1,309,718	$324.72M	10.6%	+0.2%	0.407%
11/4/2026	Montis Financial LLC	11,446	$2.84M	0.6%	-5.2%	0.004%
11/4/2026	Texas Bank & Trust Co	6,838	$1.70M	0.5%	+1.0%	0.002%
11/4/2026	Gryphon Financial Partners LLC	9,160	$2.27M	0.2%	+2.8%	0.003%

IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,990 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($9.86B), Morgan Stanley ($8.34B), Goldman Sachs Group Inc. ($2.40B), JPMorgan Chase & Co. ($1.95B), Financial Engines Advisors L.L.C. ($1.77B), FMR LLC ($1.72B), and Envestnet Asset Management Inc. ($1.63B).Learn more on iShares Russell 1000 Value ETF's 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.

Of the 1,671 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. ($33.05M), Bank of America Corp DE ($7.39M), Raymond James Financial Inc. ($5.73M), Morgan Stanley ($3.28M), Wells Fargo & Company MN ($2.68M), GAMMA Investing LLC ($2.58M), and Commonwealth Equity Services LLC ($1.63M).

Institutional investors have bought a total of 40,212,889 shares in the last 24 months. This purchase volume represents approximately $8.94B in transactions.

Of the 726 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: Bank of America Corp DE ($6.36M), Bridges Investment Management Inc. ($5.92M), Evergreen Capital Management LLC ($5.43M), M&T Bank Corp ($3.92M), Farmers & Merchants Investments Inc. ($1.94M), Greenleaf Trust ($1.48M), and Harbour Investments Inc. ($1.35M).

Institutional investors have sold a total of 38,470,275 shares in the last 24 months. This volume of shares sold represents approximately $8.92B in transactions.

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Institutional ownership data for NYSEARCA:IWD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/11/2026. New 13F filings are added each quarter as they're published.

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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

IWD Institutional Buying and Selling by Quarter

iShares Russell 1000 Value ETF Major Shareholders & Ownership History

IWD Institutional Ownership - Frequently Asked Questions

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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

IWD Institutional Buying and Selling by Quarter

iShares Russell 1000 Value ETF Major Shareholders & Ownership History

IWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWD shares?

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

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

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

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

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

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