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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$254.53 -0.12 (-0.05%)
Closing price 10/13/2026 04:10 PM Eastern
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$254.53 0.00 (0.00%)
As of 04:32 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)
1047
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
787
Total
Institutional Outflows
(last 12 months)
$4.44B
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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
10/14/2026Wetzel Investment Advisors Inc.4,313$1.07M0.4%-1.3%0.001%
10/14/2026Salem Investment Counselors Inc.2,216$549K0.0%+2.5%0.001%
10/14/2026Forte Asset Management LLC23,288$5.77M2.3%-15.6%0.007%
10/14/2026Stonehearth Capital Management LLC2,313$573K0.2%N/A0.001%
10/14/2026BigSur Wealth Management LLC8,980$2.23M0.6%-2.2%0.003%
10/14/2026B. Riley Wealth Advisors Inc.7,864$1.95M0.1%N/A0.002%
10/14/2026Cooke Wealth Management LLC6,564$1.63M1.3%-1.0%0.002%
10/14/2026Krilogy Financial LLC6,584$1.68M0.0%+3.4%0.002%
10/14/2026Affinity Capital Advisors LLC15,858$4.02M0.5%-2.4%0.005%
10/13/2026Mechanics Bank Trust Department1,448$359K0.0%N/A0.000%
10/13/2026David Kennon Inc8,477$2.10M0.7%+0.6%0.003%
10/13/2026Forvis Mazars Wealth Advisors LLC6,182$1.53M0.0%N/A0.002%
10/13/2026First Financial Corp IN2,336$579K0.2%-17.7%0.001%
10/13/2026Sax Wealth Advisors LLC11,008$2.73M0.1%+2.9%0.003%
10/13/2026Fragasso Financial Advisors Inc5,649$1.43M0.1%N/A0.002%
10/13/2026Avior Wealth Management LLC14,700$3.64M0.1%N/A0.005%
10/10/2026Sacks & Associates LLC974$241K0.2%N/A0.000%
10/10/2026RTD Financial Advisors Inc.77,821$19.29M2.1%-1.8%0.024%
10/10/2026Baron Financial Group LLC10,806$2.68M1.4%-1.9%0.003%
10/10/2026Marquette Asset Management LLC396,744$98.37M12.8%N/A0.121%
10/10/2026Prism Advisors Inc.53,196$13.41M3.4%-3.9%0.016%
10/10/2026Atlas Brown Inc.11,859$2.94M0.8%N/A0.004%
10/9/2026Mirador Capital Partners LP2,840$704K0.1%N/A0.001%
10/9/2026Decker Wealth Management LLC2,240$555K0.1%N/A0.001%
10/9/2026Wedmont Private Capital4,906$1.24M0.0%-10.9%0.002%
10/9/2026Stephens Group Asset Management LLC394,433$97.79M5.6%-7.9%0.121%
10/9/2026Paragon Capital Management Ltd3,705$919K0.2%-5.0%0.001%
10/9/2026Breakwater Capital Group60,249$14.94M1.8%-2.1%0.018%
10/9/2026Chapin Davis Inc.3,033$752K0.2%N/A0.001%
10/9/2026Prosperity Planning Inc.7,019$1.74M0.4%-3.0%0.002%
10/9/2026Inspirion Wealth Advisors LLC1,004$249K0.0%N/A0.000%
10/9/2026Market Street Wealth Management Advisors LLC6,437$1.60M0.2%-2.7%0.002%
10/9/2026Monument Capital Management34,034$8.44M1.8%+602.9%0.010%
10/9/2026Bannerman Wealth Management Group LLC7,634$1.89M1.1%-2.2%0.002%
10/9/2026Stableford Capital II LLC6,240$1.55M0.5%-3.0%0.002%
10/9/2026Lee Kelleher & Klein Wealth Management2,491$618K0.3%+19.7%0.001%
10/9/2026Diversified Management Inc.2,029$503K0.1%N/A0.001%
10/9/2026Acropolis Investment Management LLC18,811$4.66M0.2%N/A0.006%
10/9/2026GAMMA Investing LLC19,565$4.85M0.2%+2.8%0.006%
10/8/2026Grove Bank & Trust13,544$3.36M0.3%-15.3%0.004%
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10/8/2026Hamilton Capital LLC2,670$662K0.0%N/A0.001%
10/8/2026Farther Finance Advisors LLC40,275$9.99M0.1%-37.3%0.012%
10/8/2026Sapient Capital LLC15,515$3.85M0.1%+2.1%0.005%
10/8/2026CoreCap Advisors LLC2,591$642K0.0%-1.5%0.001%
10/8/2026Atwood & Palmer Inc.1,372$340K0.0%N/A0.000%
10/8/2026YHB Investment Advisors Inc.2,462$610K0.0%N/A0.001%
10/8/2026Titleist Asset Management LLC10,058$2.49M0.2%+7.4%0.003%
10/8/2026Apella Capital LLC72,554$18.20M0.2%+4.8%0.022%
10/8/2026Avidian Wealth Enterprises LLC59,702$14.80M0.4%N/A0.018%
10/8/2026Valeo Financial Advisors LLC48,937$12.13M0.3%+0.3%0.015%
10/8/2026Veracity Capital LLC4,175$1.04M0.3%-2.6%0.001%
10/8/2026LWM Advisors Inc.125,487$31.11M23.5%-1.6%0.038%
10/8/2026Tactive Advisors LLC8,392$2.08M0.5%-7.0%0.003%
10/8/2026Vann Equity Management LLC3,186$790K0.5%+23.0%0.001%
10/7/2026Venture Visionary Partners LLC106,338$26.37M0.7%-1.3%0.033%
10/7/2026Steph & Co.8,654$2.15M0.5%-25.4%0.003%
10/7/2026KFA Private Wealth Group LLC1,015$252K0.1%+14.4%0.000%
10/7/2026Cooper Financial Group6,357$1.58M0.1%-0.8%0.002%
10/7/2026Canandaigua National Bank & Trust Co.47,708$11.83M1.1%-49.1%0.015%
10/7/2026Echo45 Advisors LLC807$200K0.1%N/A0.000%
10/7/2026S.E.E.D. Planning Group LLC3,186$790K0.2%+93.2%0.001%
10/7/2026North Point Portfolio Managers Corp OH486$120K0.0%N/A0.000%
10/7/2026Benedict Financial Advisors Inc.8,701$2.16M0.4%-6.0%0.003%
10/7/2026PFW Advisors LLC105,963$26.27M7.8%-3.6%0.032%
10/7/2026American National Bank & Trust3,806$944K0.1%-96.5%0.001%
10/5/2026Box Hill Private Wealth LLC2,064$512K0.4%+16.1%0.001%
10/5/2026Ballew Advisors Inc1,497$373K0.2%-25.6%0.000%
10/5/2026Tompkins Financial Corp1,212$300K0.0%N/A0.000%
10/5/2026Ferguson Wellman Capital Management Inc.22,411$5.56M0.1%-85.1%0.007%
10/5/2026Eastern Bank33,132$8.21M0.1%N/A0.010%
10/5/2026FC Advisory LLC19,106$4.74M1.2%-1.8%0.006%
10/5/2026Rockland Trust Co.3,774$936K0.0%N/A0.001%
10/5/2026MassMutual Private Wealth & Trust FSB2,319$575K0.0%-99.6%0.001%
10/2/2026 Polaris Financial Partners303$76K0.0%N/A0.000%
10/2/2026 CX Institutional122,927$30.48M0.8%+4.0%0.038%
10/2/2026 Stairway Partners LLC1,317,850$326.74M15.6%N/A0.404%
10/1/2026 Doliver Advisors LP1,550$384K0.1%N/A0.000%
10/1/2026 Montecito Bank & Trust46,442$11.51M1.8%N/A0.014%
10/1/2026 LBJ Family Wealth Advisors Ltd.155,598$38.58M19.7%+0.3%0.048%
10/1/2026 Confluence Investment Management LLC46,185$11.45M0.2%N/A0.014%
10/1/2026 Coastline Trust Co2,487$617K0.1%N/A0.001%
9/23/2026QRG Capital Management Inc.5,180$1.26M0.0%-11.3%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.92,318$22.38M0.1%-10.8%0.028%
9/23/2026Envestnet Asset Management Inc.6,717,263$1.63B0.2%-2.5%2.062%
9/18/2026Security National Bank of Sioux City Iowa IA947$230K0.1%N/A0.000%
9/15/2026Anchor Investment Management LLC6,654$1.61M0.1%-16.0%0.002%
9/9/2026Sequoia Financial Advisors LLC26,936$6.53M0.0%+1.5%0.008%
9/9/2026 LBJ Family Wealth Advisors Ltd.155,137$37.66M19.2%-1.2%0.048%
9/9/2026MCF Advisors LLC1,924$466K0.0%-44.5%0.001%
9/9/2026Archford Capital Strategies LLC3,604$874K0.1%-3.3%0.001%
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9/9/2026Gemmer Asset Management LLC1,267$307K0.0%-4.3%0.000%
9/9/2026Capital Analysts LLC3,139$761K0.0%-1.9%0.001%
9/9/2026Summit Financial Strategies Inc.10,059$2.44M0.2%+0.8%0.003%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,423$345K0.0%-5.6%0.000%
9/9/2026NorthRock Partners LLC45,467$11.02M0.2%-2.9%0.014%
9/9/2026Integrated Wealth Concepts LLC69,220$16.78M0.1%+19.4%0.021%
9/9/2026Community Bank N.A.26,209$6.35M0.7%+1.5%0.008%
9/9/2026RFG Advisory LLC14,105$3.42M0.1%-0.7%0.004%
9/9/2026NewEdge Advisors LLC116,785$28.31M0.1%-4.3%0.036%
9/9/2026Pointe Capital Management LLC34,534$8.37M3.7%+6.9%0.011%


IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,965 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 1,631 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 Envestnet Asset Management Inc. ($1.55M).

Institutional investors have bought a total of 32,883,418 shares in the last 24 months. This purchase volume represents approximately $7.05B in transactions.

Of the 787 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), M&T Bank Corp ($3.92M), Kovitz Investment Group Partners LLC ($879.48K), MassMutual Private Wealth & Trust FSB ($661.30K), Jones Financial Companies Lllp ($549.17K), Northwestern Mutual Wealth Management Co. ($424.81K), and Financial Engines Advisors L.L.C. ($340.12K).

Institutional investors have sold a total of 20,768,845 shares in the last 24 months. This volume of shares sold represents approximately $4.44B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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