Go Pro
→ Buy this stock today (From Chaikin Analytics) (Ad)tc pixel Free IWD Stock Alerts

iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$248.24 +2.06 (+0.84%)
As of 07/24/2026 04:10 PM Eastern
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)
1107
Total
Institutional Inflows
(last 12 months)
$12.99B
Number of
Institutional Sellers
(last 12 months)
873
Total
Institutional Outflows
(last 12 months)
$5.47B
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/12/2026 Ballast Inc.74,114$17.97M3.4%-0.1%0.022%
7/10/2026 Regent Peak Wealth Advisors LLC3,327$807K0.1%-24.7%0.001%
7/10/2026 Investors Research Corp313$76K0.0%-17.2%0.000%
7/10/2026 Annex Advisory Services LLC4,302$1.04M0.0%-3.3%0.001%
7/10/2026 Heck Capital Advisors LLC25,627$6.21M0.4%+5.7%0.008%
7/10/2026 JFS Wealth Advisors LLC53,224$12.90M0.6%-1.3%0.016%
7/10/2026 GenWealth Group Inc.9,373$2.27M0.4%+15.2%0.003%
7/10/2026 Fiduciary Financial Group LLC16,893$4.10M0.5%-2.6%0.005%
7/10/2026 Diversified Management Inc.2,027$491K0.1%+4.8%0.001%
7/10/2026 Prosperity Planning Inc.7,233$1.75M0.4%-5.6%0.002%
7/10/2026 Affiance Financial LLC8,391$2.03M0.3%-18.1%0.003%
7/10/2026 FC Advisory LLC19,456$4.72M1.2%-4.9%0.006%
7/10/2026 SMI Advisory Services LLC255,736$63.23M10.2%-5.2%0.077%
7/10/2026 Marquette Asset Management LLC397,757$96.43M12.4%+1.1%0.120%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,599$1.36M0.2%-2.1%0.002%
7/10/2026 Fulton Bank N.A.109,030$26.43M0.8%0.0%0.033%
7/10/2026 Wealthcare Advisory Partners LLC43,948$10.65M0.2%-2.7%0.013%
7/9/2026 Financial Management Professionals Inc.8,870$2.15M0.2%+9,139.6%0.003%
7/9/2026 Revolve Wealth Partners LLC7,953$1.93M0.2%N/A0.002%
7/9/2026 Tenzing Financial LLC2,305$570K0.4%N/A0.001%
7/9/2026 Financial Advisory Corp1,097$266K0.0%N/A0.000%
7/9/2026 LWM Advisors Inc.127,487$30.91M23.0%+1.8%0.039%
7/9/2026 Baron Financial Group LLC11,016$2.67M1.3%-2.0%0.003%
7/9/2026 Sapient Capital LLC15,197$3.68M0.0%+9.2%0.005%
7/9/2026 Atlas Brown Inc.11,860$2.88M0.8%-1.1%0.004%
7/9/2026 World Equity Group Inc.2,275$552K0.1%+4.0%0.001%
7/9/2026 Focus Financial Network Inc.13,785$3.34M0.1%+4.2%0.004%
7/9/2026 Wealthcare Capital Management LLC872$211K0.0%N/A0.000%
7/9/2026 Legacy Wealth Management LLC1,504$365K0.0%-24.2%0.000%
7/9/2026 Allied Private Wealth LLC765$188K0.1%N/A0.000%
7/9/2026 Arista Wealth Management LLC1,279$310K0.0%-28.1%0.000%
7/9/2026 Tactive Advisors LLC9,025$2.19M0.5%-9.7%0.003%
7/9/2026 Sax Wealth Advisors LLC10,695$2.59M0.1%+11.7%0.003%
7/9/2026 Oliver Luxxe Assets LLC1,507$365K0.1%-3.2%0.000%
7/9/2026 Breakwater Capital Group61,515$14.91M1.8%+0.4%0.019%
7/9/2026 Affinity Capital Advisors LLC16,249$4.02M0.5%-0.6%0.005%
7/9/2026 Valeo Financial Advisors LLC48,793$11.83M0.2%+3.7%0.015%
7/9/2026 Crumly & Associates Inc.992$240K0.0%-28.3%0.000%
7/9/2026 Flaharty Asset Management LLC9,052$2.23M3.2%-92.7%0.003%
7/8/2026 Beaird Harris Wealth Management LLC1,023$248K0.0%-10.3%0.000%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
7/8/2026 Rockland Trust Co.3,048$739K0.0%-1.8%0.001%
7/8/2026 Baring Financial LLC1,996$484K0.3%+9.7%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.1,995$484K0.0%-9.5%0.001%
7/8/2026 Colorado Capital Management Inc.15,060$3.65M1.2%-1.2%0.005%
7/8/2026 Chesley Taft & Associates LLC5,006$1.21M0.0%-5.8%0.002%
7/8/2026 TrueWealth Advisors LLC3,135$760K0.2%-2.0%0.001%
7/8/2026 OFS Enterprise LLC45,212$10.96M2.8%+0.6%0.014%
7/8/2026 Cooper Financial Group6,407$1.55M0.1%-44.1%0.002%
7/8/2026 Finley Financial LLC33,346$8.08M3.3%-5.5%0.010%
7/8/2026 Ryan Investment Management Inc.120,376$29.18M13.2%+6.7%0.036%
7/8/2026 Factor Wealth Management LTD1,123$272K0.0%N/A0.000%
7/8/2026 NerdWallet Wealth Partners LLC1,370$332K0.1%+6.0%0.000%
7/8/2026 Elmwood Wealth Management Inc.4,892$1.19M0.3%-3.0%0.001%
7/8/2026 Matthew Goff Investment Advisor LLC3,952$958K0.2%-6.9%0.001%
7/8/2026 Apella Capital LLC69,260$17.16M0.2%-4.3%0.021%
7/8/2026 Westmount Partners LLC3,261$791K0.2%-3.7%0.001%
7/8/2026 Evanson Financial LLC14,777$3.58M0.2%N/A0.004%
7/8/2026 Thrive Wealth Management LLC6,322$1.53M0.2%+3.2%0.002%
7/8/2026 Archer Investment Management LLC856$208K0.1%-9.2%0.000%
7/7/2026 Fermata Advisors LLC1,331$323K0.1%-19.3%0.000%
7/7/2026 180 Wealth Advisors LLC1,211$294K0.0%+4.4%0.000%
7/7/2026 Foster Group Inc.1,296$314K0.0%N/A0.000%
7/7/2026 Mechanics Bank Trust Department1,448$351K0.0%+6.6%0.000%
7/7/2026 Dynamic Advisor Solutions LLC11,392$2.76M0.1%-0.7%0.003%
7/7/2026 GAMMA Investing LLC19,024$4.61M0.2%+8.9%0.006%
7/7/2026 Avior Wealth Management LLC14,685$3.56M0.1%-10.2%0.004%
7/7/2026 Harbor Investment Advisory LLC26,243$6.36M0.4%+27.9%0.008%
7/7/2026 Canandaigua National Bank & Trust Co.38,523$9.34M0.8%N/A0.012%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,025$248K0.1%N/A0.000%
7/7/2026 First Financial Corp IN2,444$592K0.2%-30.6%0.001%
7/6/2026 Stableford Capital II LLC6,432$1.56M0.5%-23.4%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB2,319$562K0.0%-34.1%0.001%
7/2/2026 Versant Capital Management Inc2,173$527K0.0%+4.9%0.001%
7/2/2026 Cedar Mountain Advisors LLC395,280$95.83M16.5%+0.0%0.121%
7/2/2026 Collective Family Office LLC3,751$909K0.2%+5.7%0.001%
7/2/2026 CX Institutional118,254$28.67M0.8%-2.2%0.036%
7/2/2026 Stairway Partners LLC1,331,855$322.88M15.2%+0.0%0.406%
7/2/2026 First County Bank CT 3,521$854K0.4%-2.4%0.001%
7/1/2026 Noble Wealth Management PBC320$78K0.0%-15.8%0.000%
7/1/2026 Confluence Investment Management LLC10,492$2.54M0.0%-42.0%0.003%
7/1/2026 Eastern Bank32,906$7.98M0.1%+2.0%0.010%
6/25/2026Hamilton Wealth LLC1,576$337K0.1%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC522$111K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC13,921$2.98M0.0%+1.6%0.004%
6/10/2026FAS Wealth Partners Inc.10,592$2.26M0.1%+0.8%0.003%
6/3/2026CoreFirst Bank & Trust709$151K0.1%-17.0%0.000%
6/3/2026DV Trading LLC12,569$2.69M0.1%N/A0.004%
6/3/2026Parallel Advisors LLC39,668$8.48M0.2%+3.5%0.012%
6/3/2026NewEdge Advisors LLC122,070$26.08M0.1%-3.4%0.038%
6/1/2026First Nebraska Trust Co2,077$444K0.0%N/A0.001%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
6/1/2026Integrated Investment Consultants LLC89,963$19.22M4.1%-1.3%0.028%
6/1/2026Keel Point LLC82,093$17.54M1.2%-9.4%0.026%
5/29/2026 Mullaney Keating & Wright Inc.36,875$7.88M4.2%-3.3%0.011%
5/29/2026Krane Financial Solutions LLC57,373$12.26M8.3%N/A0.018%
5/29/2026Asset Dedication LLC6,634$1.42M0.1%-12.8%0.002%
5/27/2026 Security Financial Services INC.8,329$1.78M0.3%N/A0.003%
5/27/2026Westshore Wealth LLC92,391$19.74M6.9%-4.6%0.029%
5/26/2026Glenmede Trust Co. NA79,251$16.93M0.1%+29.7%0.025%
5/22/2026Wellington Grp LLC1,039$222K0.1%+167.1%0.000%
5/21/2026Compass Capital Management Inc.1,564$334K0.0%-8.6%0.000%


IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,963 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. ($1.36B).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 1,641 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. ($1.59M).

Institutional investors have bought a total of 64,564,615 shares in the last 24 months. This purchase volume represents approximately $12.99B in transactions.

Of the 870 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 ($7.11M), M&T Bank Corp ($3.92M), Corient Private Wealth LLC ($1.62M), Kovitz Investment Group Partners LLC ($879.48K), Johns Hopkins University ($812.82K), Alliancebernstein L.P. ($797.86K), and Franklin Resources Inc. ($795.28K).

Institutional investors have sold a total of 26,534,165 shares in the last 24 months. This volume of shares sold represents approximately $5.47B in transactions.


Related Companies

This page (NYSEARCA:IWD) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Hidden on Tesla's filing: A $12 billion "super startup"
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon M...
Banyan Hill Publishing | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel