Free Trial
→ HIDDEN IN THE BOOK OF GENESIS… (From Paradigm Press) (Ad) Free IWD Stock Alerts

iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$195.66 +0.99 (+0.51%)
Closing price 04:10 PM Eastern
Extended Trading
$195.88 +0.22 (+0.11%)
As of 06:40 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
1133
Total
Institutional Inflows
(last 12 months)
$8.33B
Number of
Institutional Sellers
(last 12 months)
869
Total
Institutional Outflows
(last 12 months)
$4.16B
Get IWD Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Russell 1000 Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IWD Institutional Buying and Selling by Quarter

iShares Russell 1000 Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Pacific Life Fund Advisors LLC1,106,742$214.96M23.0%-10.5%0.350%
8/8/2025Advisors Capital Management LLC5,606$1.09M0.0%-7.3%0.002%
8/8/2025Burling Wealth Partners LLC2,001$389K0.1%-11.3%0.001%
8/8/2025Evolution Wealth Advisors LLC2,098$407K0.1%-20.1%0.001%
8/8/2025Investment Partners LTD.57,861$11.24M4.3%+4.0%0.018%
8/8/2025Francis Financial Inc.1,048$203K0.0%N/A0.000%
8/8/2025MV Capital Management Inc.366,772$71.24M7.3%-4.5%0.116%
8/8/2025First Western Trust Bank9,953$1.93M0.1%-6.5%0.003%
8/8/2025Accredited Investors Inc.14,547$2.83M0.2%-2.0%0.005%
8/8/2025PNC Financial Services Group Inc.3,412,793$662.87M0.4%+1.7%1.078%
8/8/2025JFG Wealth Management LLC12,165$2.36M0.5%+78.8%0.004%
8/8/2025Advyzon Investment Management LLC1,084$211K0.0%+68.1%0.000%
8/8/2025VeraBank N.A.6,485$1.26M0.3%+1.9%0.002%
8/7/2025Verus Capital Partners LLC2,094$407K0.0%+89.0%0.001%
8/7/2025Fund Evaluation Group LLC102,939$19.99M0.8%+347.9%0.033%
8/7/2025Boston Partners90,750$17.64M0.0%-51.1%0.029%
8/7/2025New England Private Wealth Advisors LLC24,260$4.78M0.7%+7.4%0.008%
8/7/2025Lakeridge Wealth Management LLC1,427$277K0.1%-49.2%0.000%
8/7/2025CENTRAL TRUST Co5,219$1.01M0.0%+2.4%0.002%
8/7/2025Nwam LLC6,658$1.31M0.1%-85.2%0.002%
8/7/2025Montag A & Associates Inc.82,174$15.96M0.8%+1.4%0.026%
8/7/2025Timonier Family Office LTD.1,189$231K0.1%N/A0.000%
8/7/2025Ibex Wealth Advisors1,653$321K0.0%N/A0.001%
8/7/2025Vise Technologies Inc.13,379$2.60M0.1%N/A0.004%
8/7/2025Retirement Solution LLC1,159$225K0.1%N/A0.000%
8/7/2025Topel & Distasi Wealth Management LLC15,555$3.02M1.6%-2.7%0.005%
8/7/2025Alpha Cubed Investments LLC1,469$285K0.0%-13.1%0.000%
8/7/2025Allworth Financial LP43,736$8.50M0.0%+4.4%0.014%
8/7/2025Americana Partners LLC95,343$18.52M0.6%N/A0.030%
8/7/2025BOK Financial Private Wealth Inc.1,929$375K0.0%-42.1%0.001%
8/7/2025Fountainhead AM LLC1,888$367K0.1%-6.4%0.001%
8/7/2025Fidelis Capital Partners LLC46,105$8.97M0.8%+2.6%0.015%
8/7/2025Zions Bancorporation National Association UT11,762$2.29M0.1%-1.7%0.004%
8/7/2025Pinnacle Wealth Management Advisory Group LLC3,805$739K0.1%-4.4%0.001%
8/7/2025Midwest Trust Co130,861$25.42M0.4%N/A0.041%
8/7/2025FDx Advisors Inc.71,523$13.89M4.2%-2.1%0.023%
8/7/20251ST Source Bank677,377$131.57M7.3%+0.3%0.214%
8/7/2025Sound View Wealth Advisors Group LLC7,975$1.55M0.1%-1.5%0.003%
8/7/2025Rathbones Group PLC1,799$349K0.0%+3.0%0.001%
8/7/2025Parkside Financial Bank & Trust107,795$20.94M2.3%-1.4%0.034%
GENIUS Act: Cancel Your Money? (Ad)

A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control. Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live.

Get the free info kit with 3 strategies to sidestep digital dollar control.
8/6/2025 Prospera Financial Services Inc31,797$6.18M0.1%-82.2%0.010%
8/6/2025 RWA Wealth Partners LLC13,926$2.71M0.0%-81.7%0.004%
8/6/2025Summit Investment Advisors Inc.1,671$314K0.3%+63.8%0.001%
8/6/2025 AE Wealth Management LLC10,843$2.11M0.0%+7.1%0.003%
8/6/2025 Summit Wealth & Retirement Planning Inc.61,226$11.89M3.2%-0.5%0.019%
8/6/2025 Quadrant Private Wealth Management LLC2,899$563K0.1%-4.5%0.001%
8/6/2025 Vestmark Advisory Solutions Inc.6,955$1.35M0.0%N/A0.002%
8/6/2025 Walkner Condon Financial Advisors LLC4,495$873K0.2%+1.4%0.001%
8/6/2025 Longview Financial Advisors LLC286$56K0.0%N/A0.000%
8/6/2025 Bryn Mawr Trust Advisors LLC14,315$2.78M0.2%+5.7%0.005%
8/6/2025 Paulson Wealth Management Inc.280,992$54.58M14.1%+3.3%0.089%
8/6/2025 Broadview Financial Management LLC24,671$4.79M3.3%-2.7%0.008%
8/6/2025 Savant Capital LLC135,455$26.31M0.2%-0.5%0.043%
8/6/2025 Modera Wealth Management LLC447,183$86.86M1.1%+1.7%0.141%
8/6/2025 Soltis Investment Advisors LLC2,540$493K0.0%-19.4%0.001%
8/6/2025 Paladin Advisory Group LLC8,362$1.62M1.2%+29.7%0.003%
8/6/2025 Regimen Wealth LLC4,386$852K0.3%-2.5%0.001%
8/6/2025 Washington Trust Bank7,133$1.39M0.1%-74.1%0.002%
8/6/2025 Golden State Wealth Management LLC23,364$4.54M0.6%-9.1%0.007%
8/6/2025 Commonwealth Equity Services LLC1,996,421$387.77M0.5%-4.4%0.631%
8/6/2025 SouthState Corp11,824$2.30M0.1%-12.1%0.004%
8/6/2025 Anchor Capital Advisors LLC23,679$4.60M0.1%+33.4%0.007%
8/6/2025 Centerpoint Advisory Group9,537$1.85M1.6%-13.1%0.003%
8/6/2025 Atlantic Union Bankshares Corp23,036$4.47M0.1%+612.7%0.007%
8/6/2025 SP Asset Management LLC1,140$221K0.0%N/A0.000%
8/6/2025 Convergence Financial LLC1,097$213K0.0%N/A0.000%
8/6/2025 First Horizon Advisors Inc.192,871$37.46M1.0%-2.2%0.061%
8/6/2025 Moors & Cabot Inc.2,227$433K0.0%+30.5%0.001%
8/6/2025 Equity Investment Corp166,126$32.27M0.7%+28.8%0.052%
8/5/2025 Ellevest Inc.5,044$980K0.2%-54.3%0.002%
8/5/2025 Crestwood Advisors Group LLC3,159$614K0.0%+1.7%0.001%
8/5/2025 Claro Advisors LLC83,949$16.31M2.7%-2.1%0.027%
8/5/2025 Cassaday & Co Wealth Management LLC431,516$83.81M2.1%+8.5%0.136%
8/5/2025 Pointe Capital Management LLC24,802$4.82M2.5%+9.9%0.008%
8/5/2025 Towercrest Capital Management2,235$434K0.1%-4.8%0.001%
8/5/2025 Prosperity Consulting Group LLC5,204$1.01M0.1%+54.8%0.002%
8/5/2025 Holistic Financial Partners20,537$3.99M1.7%-0.9%0.006%
8/5/2025 Next Capital Management LLC21,295$4.14M1.5%+3.5%0.007%
8/5/2025 Bridgewater Advisors Inc.4,533$898K0.1%+2.1%0.001%
8/5/2025 Bank of New York Mellon Corp680,478$132.17M0.0%-3.5%0.215%
8/5/2025 Access Investment Management LLC180$35K0.0%N/A0.000%
8/5/2025 Freestone Capital Holdings LLC7,750$1.51M0.1%+0.8%0.002%
8/5/2025 Texas Bank & Trust Co6,218$1.21M0.5%-1.5%0.002%
8/5/2025 Bank of Montreal Can134,600$26.14M0.0%+9.4%0.043%
8/5/2025 Snider Financial Group6,119$1.19M0.3%-5.8%0.002%
8/5/2025 Sigma Planning Corp3,249$631K0.0%+7.8%0.001%
8/5/2025 EPG Wealth Management LLC15,059$2.93M0.9%-20.1%0.005%
8/5/2025 AAF Wealth Management LLC3,572$694K0.3%+25.0%0.001%
8/5/2025 Wakefield Asset Management LLLP3,489$678K0.2%-70.4%0.001%
8/5/2025 Mission Wealth Management LP235,130$45.67M1.0%+13.5%0.074%
GENIUS Act: Cancel Your Money? (Ad)

A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. Backed by the government but powered by private corporations, this initiative paves the way for digital dollars—programmable, trackable, and outside your control. Once embedded into apps, banks, and retail systems, opting out may no longer be possible. But there’s still time to protect your financial freedom—if you act before the system goes fully live.

Get the free info kit with 3 strategies to sidestep digital dollar control.
8/5/2025 TIAA Trust National Association1,172,858$227.21M0.6%-1.8%0.371%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,084$211K0.0%N/A0.000%
8/5/2025 Cambiar Investors LLC97,103$18.86M0.8%-57.2%0.031%
8/5/2025 Elm Partners Management LLC1,130$219K0.0%-28.6%0.000%
8/5/2025 Welch & Forbes LLC7,145$1.39M0.0%-1.0%0.002%
8/5/2025 Strategic Financial Concepts LLC1,388$270K0.0%-43.7%0.000%
8/5/2025 American Institute for Advanced Investment Management LLP33,693$6.54M4.4%+1.2%0.011%
8/5/2025 GHP Investment Advisors Inc.89,758$17.43M0.8%-0.6%0.028%
8/5/2025 Beam Wealth Advisors Inc.13,625$2.65M0.8%N/A0.004%
8/5/2025 Kesler Norman & Wride LLC2,250$437K0.1%N/A0.001%
(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, 1,813 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. ($1.28B).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 1,526 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: Raymond James Financial Inc. ($5.25M), 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), 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 44,657,282 shares in the last 24 months. This purchase volume represents approximately $8.33B in transactions.

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

Of the 867 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), International Assets Investment Management LLC ($1.40M), Envestnet Asset Management Inc. ($1.34M), JP Wealth Management Inc. ($976.23K), FMR LLC ($655.07K), Alaska Permanent Fund Corp ($590.66K), and Financial Engines Advisors L.L.C. ($579.68K).

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

Institutional investors have sold a total of 22,100,134 shares in the last 24 months. This volume of shares sold represents approximately $4.16B in transactions.


Related Companies

This page (NYSEARCA:IWD) was last updated on 8/8/2025 by MarketBeat.com Staff
From Our Partners
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Crypto bros: Meet your replacement
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
Former CIA Officer Reveals How Gold Saved His Life
This isn’t just another gold investing book—it’s a survival playbook written by a former CIA officer trained...
Advantage Gold | Sponsored
How high will gold surge?
Weiss Gold Veteran Makes Shocking New Call Weiss expert Sean Brodrick went out on a limb last year and decl...
Weiss Ratings | Sponsored