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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$204.95 +0.41 (+0.20%)
Closing price 10/8/2025 04:10 PM Eastern
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$204.95 +0.00 (+0.00%)
As of 04:09 AM Eastern
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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)
1158
Total
Institutional Inflows
(last 12 months)
$14.83B
Number of
Institutional Sellers
(last 12 months)
900
Total
Institutional Outflows
(last 12 months)
$5.32B
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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
10/8/2025Genesis Private Wealth LLC61,260$12.47M5.2%+1.7%0.019%
10/8/2025Fiduciary Alliance LLC1,800$366K0.0%-8.4%0.001%
10/8/2025RF&L Wealth Management LLC9,177$1.87M1.1%+7.1%0.003%
10/8/2025Chesley Taft & Associates LLC5,432$1.11M0.0%+1.2%0.002%
10/8/2025Towerpoint Wealth LLC28,639$5.83M2.4%-1.3%0.009%
10/8/2025Country Club Bank62,632$12.73M0.8%-6.1%0.020%
10/8/2025Veracity Capital LLC4,335$883K0.3%-5.0%0.001%
10/8/2025Baron Financial Group LLC11,611$2.36M1.3%-1.4%0.004%
10/7/2025 Cooper Financial Group7,770$1.58M0.2%-1.8%0.002%
10/7/2025 Montecito Bank & Trust49,157$10.01M1.6%N/A0.016%
10/7/2025 Heritage Family Offices LLP1,025$209K0.1%N/A0.000%
10/7/2025 LBJ Family Wealth Advisors Ltd.164,250$33.44M18.2%-0.4%0.052%
10/7/2025 Proathlete Wealth Management LLC140,218$28.55M8.2%+5.7%0.044%
10/7/2025 Canandaigua National Bank & Trust Co.11,115$2.26M0.2%-1.1%0.004%
10/7/2025 Stephens Group Asset Management LLC431,794$87.91M5.9%+3.3%0.137%
10/7/2025 Salem Investment Counselors Inc.2,199$448K0.0%-2.4%0.001%
10/7/2025 Thrive Wealth Management LLC5,959$1.21M0.2%+1.1%0.002%
10/6/2025 Destiny Wealth Partners LLC14,293$2.91M0.4%-14.8%0.005%
10/6/2025 Keb Asset Management LLC1,634$333K0.1%+14.1%0.001%
10/6/2025 Beacon Financial Strategies CORP2,454$500K0.3%-21.5%0.001%
10/6/2025 Steph & Co.9,474$1.93M0.6%-6.3%0.003%
10/6/2025 Fragasso Financial Advisors Inc5,645$1.16M0.1%-1.0%0.002%
10/6/2025 LWM Advisors Inc.115,975$23.61M21.2%+1.4%0.037%
10/6/2025 TruWealth Advisors LLC121,148$24.66M1.2%-2.4%0.038%
10/6/2025 Grove Bank & Trust16,196$3.30M0.4%+2.9%0.005%
10/6/2025 Venture Visionary Partners LLC108,525$22.10M0.8%+2.1%0.034%
10/6/2025 Cambridge Financial Group LLC8,576$1.75M0.6%+48.3%0.003%
10/3/2025 Dentgroup LLC12,693$2.58M1.7%+0.6%0.004%
10/3/2025 Stairway Partners LLC1,312,135$267.14M14.2%+1.7%0.416%
10/2/2025 InvesTrust9,701$1.98M0.7%-6.1%0.003%
10/2/2025 Central Pacific Bank Trust Division2,468$502K0.1%-6.6%0.001%
10/2/2025 GAMMA Investing LLC15,561$3.17M0.2%+2.7%0.005%
10/2/2025 Trust Co of the South6,000$1.22M0.2%-1.3%0.002%
10/2/2025 Investors Research Corp378$77K0.0%-17.5%0.000%
10/1/2025 Roxbury Financial LLC3,846$783K0.7%-3.8%0.001%
9/26/2025Corient Private Wealth LLC785,692$152.61M0.2%-50.6%0.249%
9/26/2025Capital A Wealth Management LLC346$67K0.7%+183.6%0.000%
9/22/2025Caldwell Trust Co247$48K0.0%N/A0.000%
9/19/2025Watts Gwilliam & Co. LLC19,579$3.98M0.7%-1.6%0.006%
9/12/2025Valeo Financial Advisors LLC76,361$14.83M0.3%+73.6%0.024%
9/9/2025 Cambridge Financial Group LLC5,784$1.12M0.4%+8.4%0.002%
9/9/2025NWF Advisory Services Inc.2,257$438K0.1%+25.7%0.001%
9/4/2025Osaic Holdings Inc.579,728$112.29M0.2%+25.3%0.184%
9/3/2025American Trust13,588$2.64M0.2%-51.6%0.004%
8/29/2025Centaurus Financial Inc.812$158K0.0%-13.4%0.000%
8/27/2025Orion Porfolio Solutions LLC69,830$13.56M0.1%-12.7%0.022%
8/26/2025Thrivent Financial for Lutherans40,675$7.90M0.0%-82.3%0.013%
8/21/2025Clarion Wealth Managment Partners LLC11,517$2.24M2.5%N/A0.004%
8/20/2025Tull Financial Group Inc.1,174$228K0.1%N/A0.000%
8/20/2025Coppell Advisory Solutions LLC3,102$600K0.1%N/A0.001%
8/19/2025B. Riley Wealth Advisors Inc.7,714$1.50M0.1%N/A0.002%
8/19/2025Advisory Services Network LLC38,710$7.57M0.1%+0.7%0.012%
8/19/2025Asset Dedication LLC7,615$1.48M0.1%+6.2%0.002%
8/18/2025Old North State Trust LLC2,229$433K0.3%N/A0.001%
8/18/2025Tactive Advisors LLC8,970$1.74M0.6%N/A0.003%
8/18/2025Geneos Wealth Management Inc.9,229$1.79M0.0%+53.3%0.003%
8/18/2025Westwood Holdings Group Inc.78,882$15.32M0.1%-6.5%0.025%
8/18/2025Kestra Investment Management LLC2,779$540K0.0%+27.6%0.001%
8/18/2025Johns Hopkins University33,316$6.47M0.3%-96.1%0.011%
8/18/2025Front Row Advisors LLC2,695$523K0.2%+3.9%0.001%
8/15/2025High Falls Advisors Inc2,064$401K0.1%+35.2%0.001%
8/15/2025Corient Private Wealth LLC787,837$153.02M0.2%-50.5%0.250%
8/15/2025Equitable Holdings Inc.331,949$64.47M0.5%-17.5%0.105%
8/15/2025Captrust Financial Advisors427,355$83.01M0.2%+16.0%0.135%
8/15/2025Keel Point LLC84,393$16.39M1.1%+0.6%0.027%
8/15/2025Visionary Wealth Advisors55,451$10.77M0.6%-0.4%0.018%
8/15/2025Two Sigma Securities LLC14,431$2.80M0.3%N/A0.005%
8/15/2025Talisman Wealth Advisors LLC2,496$485K0.4%-9.1%0.001%
8/15/2025Tolleson Wealth Management Inc.23,531$4.57M0.8%-0.3%0.007%
8/15/2025Smartleaf Asset Management LLC3,577$692K0.1%+70.1%0.001%
8/15/2025Smead Capital Management Inc.3,496$679K0.0%-45.7%0.001%
8/15/2025Snowden Capital Advisors LLC31,161$6.05M0.2%+1.4%0.010%
8/15/2025Oxford Financial Group LTD. LLC43,422$8.43M0.5%+5.9%0.014%
8/15/2025Orion Porfolio Solutions LLC84,600$16.43M0.1%+5.7%0.027%
8/15/2025MML Investors Services LLC398,755$77.45M0.2%-0.1%0.126%
8/15/2025Monetary Management Group Inc.22,699$4.41M1.1%-0.4%0.007%
8/15/2025LM Advisors LLC2,941$571K0.1%-9.3%0.001%
8/15/2025London Co. of Virginia6,704$1.30M0.0%-84.7%0.002%
8/15/2025IHT Wealth Management LLC25,573$4.97M0.1%-5.9%0.008%
8/15/2025Great Valley Advisor Group Inc.25,999$5.05M0.1%+1.5%0.008%
8/15/2025EP Wealth Advisors LLC313,086$60.81M0.4%+0.0%0.099%
8/15/2025Curi Capital LLC3,974$772K0.0%N/A0.001%
8/15/2025BBR Partners LLC10,276$2.00M0.1%+2.2%0.003%
8/15/2025Benjamin Edwards Inc.1,621$315K0.0%+15.5%0.001%
8/15/2025BNP Paribas Financial Markets740,452$143.82M0.1%+4.4%0.235%
8/15/2025Bank of America Corp DE49,816,823$9.68B0.7%-1.5%15.785%
8/15/2025AQR Capital Management LLC131,393$25.52M0.0%+2.4%0.042%
8/15/2025Ameriprise Financial Inc.1,222,249$237.97M0.1%-2.4%0.387%
8/15/2025Aberdeen Wealth Management LLC200$39K0.0%N/A0.000%
8/14/2025Vista Capital Partners Inc.10,604$2.06M0.2%+39.4%0.003%
8/14/2025MGB Wealth Management LLC253$49K0.0%-30.5%0.000%
8/14/2025Sentinel Wealth Management Inc.2,137$415K0.4%N/A0.001%
8/14/2025Ausdal Financial Partners Inc.40,643$7.89M0.5%-0.8%0.013%
8/14/2025NCM Capital Management LLC2,864$556K0.2%-3.4%0.001%
8/14/2025Raymond James Financial Inc.4,978,791$967.03M0.3%+1.6%1.573%
8/14/2025Darwin Wealth Management LLC3,011$585K0.2%N/A0.001%
8/14/2025Betterment LLC5,885$1.14M0.0%+3.2%0.002%
8/14/2025Quantinno Capital Management LP40,949$7.95M0.0%+59.2%0.013%
8/14/2025Diversify Wealth Management LLC6,206$1.22M0.1%-1.8%0.002%
8/14/2025Alliancebernstein L.P.375,944$73.02M0.0%-68.0%0.119%
(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, 1,840 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 1,534 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 78,002,913 shares in the last 24 months. This purchase volume represents approximately $14.82B in transactions.

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

Of the 895 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), Corient Private Wealth LLC ($1.61M), International Assets Investment Management LLC ($1.40M), Alliancebernstein L.P. ($1.37M), Envestnet Asset Management Inc. ($1.34M), Johns Hopkins University ($1.07M), and JP Wealth Management Inc. ($976.23K).

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

Institutional investors have sold a total of 28,043,093 shares in the last 24 months. This volume of shares sold represents approximately $5.32B in transactions.


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This page (NYSEARCA:IWD) was last updated on 10/9/2025 by MarketBeat.com Staff
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