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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$191.55 +0.72 (+0.38%)
Closing price 06/10/2025 04:10 PM Eastern
Extended Trading
$191.20 -0.35 (-0.18%)
As of 04:00 AM 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)
1108
Total
Institutional Inflows
(last 12 months)
$8.18B
Number of
Institutional Sellers
(last 12 months)
818
Total
Institutional Outflows
(last 12 months)
$3.68B
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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
6/4/2025 First Hawaiian Bank6,771$1.27M0.1%-54.6%0.002%
5/29/2025 Rhumbline Advisers40,272$7.58M0.0%+104.3%0.012%
5/28/2025 Jones Financial Companies Lllp2,531,729$471.61M0.4%-36.5%0.778%
5/27/2025 Advisors Capital Management LLC6,048$1.14M0.0%-2.3%0.002%
5/21/2025 Indiana Trust & Investment Management Co8,677$1.63M0.6%-1.9%0.003%
5/21/2025 McAdam LLC6,920$1.30M0.1%-29.0%0.002%
5/20/2025 Belpointe Asset Management LLC4,535$853K0.0%+87.9%0.001%
5/20/2025 Fortis Capital Advisors LLC2,204$415K0.1%N/A0.001%
5/20/2025 Focus Partners Wealth476,848$89.72M0.2%+0.9%0.147%
5/20/2025 Flaharty Asset Management LLC206,816$38.91M5.6%-7.8%0.064%
5/20/2025 Integrity Alliance LLC.1,788$336K0.0%N/A0.001%
5/20/2025 Anchor Investment Management LLC7,584$1.43M0.1%-1.9%0.002%
5/20/2025 Glenview Trust co16,216$3.05M0.1%+1.8%0.005%
5/19/2025 SageView Advisory Group LLC1,499$282K0.0%+28.6%0.000%
5/19/2025 SCS Capital Management LLC51,196$9.63M0.1%N/A0.016%
5/16/2025 American Trust28,078$5.28M1.3%+95.0%0.009%
5/16/2025 McIlrath & Eck LLC1,794$337K0.0%-11.5%0.001%
5/16/2025 Logan Capital Management Inc.7,946$1.50M0.1%-71.8%0.002%
5/16/2025 AAF Wealth Management LLC2,857$537K0.3%-3.7%0.001%
5/16/2025 Northeast Financial Consultants Inc11,205$2.11M0.1%-3.2%0.003%
5/16/2025 Ascent Group LLC127,175$23.93M1.0%+2,877.6%0.039%
5/16/2025 Arete Wealth Advisors LLC31,983$6.02M0.4%+7.7%0.010%
5/16/2025 Great Lakes Advisors LLC15,464$2.84M0.0%-64.7%0.005%
5/16/2025 Signature Estate & Investment Advisors LLC3,510$661K0.0%+22.6%0.001%
5/16/2025 Ashton Thomas Private Wealth LLC73,481$13.83M0.5%+23.0%0.023%
5/16/2025 Goldman Sachs Group Inc.15,629,692$2.94B0.5%+2.4%4.802%
5/16/2025 Kestra Investment Management LLC2,178$410K0.0%+7,966.7%0.001%
5/16/2025 Jones Financial Companies Lllp2,517,544$470.89M0.4%-36.8%0.774%
5/16/2025 Coordinated Financial Services Inc. CO1,076$202K0.2%N/A0.000%
5/16/2025 Talon Private Wealth LLC2,018$389K0.1%N/A0.001%
5/16/2025 Tolleson Wealth Management Inc.23,591$4.44M0.9%-3.5%0.007%
5/16/2025 NFJ Investment Group LLC7,544$1.42M0.0%-81.8%0.002%
5/16/2025 NewEdge Advisors LLC120,388$22.65M0.1%-11.2%0.037%
5/16/2025 Integrated Wealth Concepts LLC48,319$9.09M0.1%-6.2%0.015%
5/16/2025 Hancock Whitney Corp44,268$8.33M0.3%-5.5%0.014%
5/16/2025 Clark Capital Management Group Inc.1,690$318K0.0%+31.0%0.001%
5/16/2025 Clifford Group LLC8,247$1.55M1.4%-3.5%0.003%
5/16/2025 Beaird Harris Wealth Management LLC1,369$258K0.0%-8.9%0.000%
5/16/2025 Alliancebernstein L.P.1,173,801$220.86M0.1%-4.7%0.361%
5/16/2025 AQR Capital Management LLC128,272$24.14M0.0%+174.7%0.039%
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5/16/2025 Atalanta Sosnoff Capital LLC17,852$3.36M0.1%+20.7%0.005%
5/16/2025 AlTi Global Inc.25,933$4.88M0.1%-4.5%0.008%
5/16/2025 Alexis Investment Partners LLC3,679$692K0.3%-26.5%0.001%
5/16/2025 Algorithmic Investment Models LLC2,319$436K0.3%+54.0%0.001%
5/16/2025 Aprio Wealth Management LLC16,914$3.18M0.4%-0.5%0.005%
5/15/2025 EP Wealth Advisors LLC312,937$58.88M0.5%-1.9%0.096%
5/15/2025 First Manhattan CO. LLC.6,274$1.18M0.0%-1.3%0.002%
5/15/2025 Focus Partners Advisor Solutions LLC24,262$4.57M0.1%+23.5%0.007%
5/15/2025 Alamar Capital Management LLC8,104$1.53M0.9%+25.2%0.002%
5/15/2025 Flputnam Investment Management Co.11,075$2.08M0.0%+9.9%0.003%
5/15/2025 Royal Bank of Canada2,055,995$386.86M0.1%-13.1%0.632%
5/15/2025 MAI Capital Management326,012$61.34M0.5%+1.7%0.100%
5/15/2025 DRW Securities LLC18,556$3.49M0.1%+141.1%0.006%
5/15/2025 Titleist Asset Management LLC4,021$757K0.1%+2.4%0.001%
5/15/2025 Baird Financial Group Inc.4,681,498$880.87M1.7%+1.8%1.438%
5/15/2025 Pinnacle Wealth Planning Services Inc.26,166$4.92M0.7%+0.3%0.008%
5/15/2025 Evergreen Capital Management LLC5,085$957K0.0%+23.0%0.002%
5/15/2025 GKV Capital Management Co. Inc.145$27K0.0%N/A0.000%
5/15/2025 Smead Capital Management Inc.6,440$1.21M0.0%-11.1%0.002%
5/15/2025 Oarsman Capital Inc.14,587$2.75M0.5%-27.8%0.004%
5/15/2025 BNP Paribas Financial Markets709,385$133.48M0.1%+1.7%0.218%
5/14/2025 Truvestments Capital LLC131$25K0.0%N/A0.000%
5/14/2025 Wealth Preservation Advisors LLC304$57K0.0%N/A0.000%
5/14/2025 CreativeOne Wealth LLC6,480$1.22M0.0%-39.3%0.002%
5/14/2025 Ieq Capital LLC150,553$28.33M0.2%+18.0%0.046%
5/14/2025 Warwick Investment Management Inc.6,420$1.21M0.3%N/A0.002%
5/14/2025 Quadcap Wealth Management LLC16,448$3.10M0.4%-4.6%0.005%
5/14/2025 Gamco Investors INC. ET AL12,000$2.26M0.0%-14.3%0.004%
5/14/2025 Nicolet Bankshares Inc.12,325$2.32M0.5%+4.8%0.004%
5/14/2025 PKS Advisory Services LLC4,205$791K0.2%+5.9%0.001%
5/14/2025 Widmann Financial Services Inc.30,615$5.76M4.5%+2.7%0.009%
5/14/2025 WCG Wealth Advisors LLC13,217$2.49M0.2%-1.2%0.004%
5/14/2025 Talisman Wealth Advisors LLC2,745$517K0.5%+5.5%0.001%
5/14/2025 Comerica Bank1,003,989$188.91M0.8%-7.6%0.308%
5/14/2025 MetLife Investment Management LLC68,500$12.89M0.1%+21.2%0.021%
5/14/2025 Synovus Financial Corp3,175,934$597.59M7.7%+9.0%0.976%
5/14/2025 Oliver Luxxe Assets LLC2,165$407K0.1%-22.0%0.001%
5/14/2025 Smartleaf Asset Management LLC2,103$392K0.0%+105.6%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.450,423$84.75M0.1%+9.0%0.138%
5/14/2025 Jasper Ridge Partners L.P.2,674,684$503.27M16.2%-2.6%0.822%
5/14/2025 Sax Wealth Advisors LLC9,169$1.73M0.1%+15.9%0.003%
5/14/2025 Kestra Advisory Services LLC170,436$32.07M0.2%-20.8%0.052%
5/14/2025 Broadview Financial Management LLC25,348$4.77M3.6%-0.3%0.008%
5/14/2025 Compound Planning Inc.4,655$876K0.0%-9.9%0.001%
5/14/2025 Monetary Management Group Inc.22,799$4.29M1.2%-3.9%0.007%
5/14/2025 Barnes Wealth Management Group Inc1,107$208K0.1%N/A0.000%
5/14/2025 Ameriprise Financial Inc.1,251,732$235.44M0.1%-17.6%0.385%
5/14/2025 Alaska Permanent Fund Corp1,875,445$341.84M4.8%-20.4%0.576%
5/14/2025 CW Advisors LLC92,886$17.40M0.2%+0.9%0.029%
5/14/2025 Summit Financial LLC60,259$11.34M0.3%+9.2%0.019%
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5/14/2025 TFB Advisors LLC3,100$583K0.2%-4.4%0.001%
5/14/2025 Luts & Greenleigh Group Inc.8,028$1.51M1.5%-1.1%0.002%
5/14/2025 Dorsey & Whitney Trust CO LLC25,437$4.79M0.3%-8.6%0.008%
5/14/2025 Asset Management Group Inc.22,177$4.17M0.8%+0.4%0.007%
5/14/2025 Capital Analysts LLC3,287$619K0.0%+65.5%0.001%
5/14/2025 Level Four Advisory Services LLC40,694$7.66M0.3%-67.5%0.013%
5/14/2025 HMS Capital Management LLC23,250$4.38M2.3%-38.3%0.007%
5/14/2025 Heritage Financial Services LLC2,585$486K0.0%-4.0%0.001%
5/14/2025 Venture Visionary Partners LLC104,076$19.58M0.8%-49.9%0.032%
5/14/2025 JT Stratford LLC5,252$988K0.2%+220.2%0.002%
(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, 1,795 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.01B), Morgan Stanley ($4.27B), Goldman Sachs Group Inc. ($2.94B), FMR LLC ($1.72B), JPMorgan Chase & Co. ($1.71B), Financial Engines Advisors L.L.C. ($1.65B), and Envestnet Asset Management Inc. ($1.23B).Learn more on IWD's institutional investors.

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

Of the 1,488 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 77,289,393 shares in the last 24 months. This purchase volume represents approximately $13.54B in transactions.

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

Of the 1,125 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: Jones Financial Companies Lllp ($5.11M), Morgan Stanley ($4.02M), Envestnet Asset Management Inc. ($1.85M), International Assets Investment Management LLC ($1.40M), JPMorgan Chase & Co. ($1.16M), First Republic Investment Management Inc. ($1.04M), and FMR LLC ($863.31K).

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

Institutional investors have sold a total of 36,175,313 shares in the last 24 months. This volume of shares sold represents approximately $6.29B in transactions.


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This page (NYSEARCA:IWD) was last updated on 6/11/2025 by MarketBeat.com Staff
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