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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$246.81 0.00 (0.00%)
As of 07/2/2026 04:10 PM 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)
1154
Total
Institutional Inflows
(last 12 months)
$13.16B
Number of
Institutional Sellers
(last 12 months)
902
Total
Institutional Outflows
(last 12 months)
$5.72B
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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
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%
6/22/2026Sapient 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%
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%
5/29/2026Mullaney 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%
5/27/2026Security 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%
5/21/2026Vestor Capital LLC750$160K0.0%-54.0%0.000%
5/20/2026Arete Wealth Advisors LLC47,462$10.14M0.6%+11.4%0.015%
5/20/2026SOA Wealth Advisors LLC.14,150$3.02M0.3%-1.1%0.004%
5/20/2026FinArc Investments Inc.3,954$845K0.8%N/A0.001%
5/19/2026Front Row Advisors LLC3,228$690K0.2%+19.8%0.001%
5/19/2026Western Wealth Management LLC17,232$3.68M0.1%+9.3%0.005%
5/19/2026McIlrath & Eck LLC2,489$532K0.0%+25.3%0.001%
5/19/2026Royal Fund Management LLC898$192K0.0%N/A0.000%
5/19/2026Bank of America Corp DE46,144,498$9.86B0.7%-11.7%14.366%
5/19/2026Hamilton Wealth LLC1,576$337K0.0%N/A0.000%
5/19/2026Edgestream Partners L.P.4,180$893K0.0%-44.3%0.001%
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5/19/2026Financial Insights Inc.3,078$658K0.2%-6.5%0.001%
5/19/2026Ashton Thomas Securities LLC23,252$4.97M0.6%N/A0.007%
5/19/2026Arkadios Wealth Advisors105,490$22.54M0.4%+0.9%0.033%
5/19/2026Arete Wealth Advisors LLC47,462$10.14M0.7%+11.4%0.015%
5/18/2026EverSource Wealth Advisors LLC9,388$2.01M0.1%-7.0%0.003%
5/18/2026Readystate Asset Management LP6,972$1.49M0.1%N/A0.002%
5/18/2026Royal Bank of Canada2,217,909$473.90M0.1%-12.7%0.691%
5/18/2026Empowered Funds LLC15,661$3.35M0.0%-37.0%0.005%
5/18/2026Estate Counselors LLC28,399$6.07M0.5%N/A0.009%
5/18/2026Evelyn Partners Asset Management Ltd2,607$557K0.1%+249.0%0.001%
5/18/2026Evercore Wealth Management LLC10,398$2.22M0.0%-2.1%0.003%
5/16/2026Excelsior Advisor Network LLC10,326$2.21M0.8%+164.4%0.003%
5/16/2026Quantinno Capital Management LP132,409$28.29M0.0%+38.5%0.041%
5/15/2026Gateway Wealth Partners LLC3,457$739K0.0%+105.5%0.001%
5/15/2026Quadcap Wealth Management LLC14,684$3.14M0.4%-3.3%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT6,517$1.39M0.0%-1.7%0.002%
5/15/2026Matrix Private Capital Group LLC1,560$333K0.2%N/A0.000%
5/15/2026Waverly Advisors LLC272,542$58.23M0.4%-2.9%0.085%
5/15/2026Asset Management Group Inc.22,295$4.76M0.8%-0.7%0.007%
5/15/2026London Co. of Virginia10,557$2.26M0.0%-92.5%0.003%
5/15/2026Van Den Berg Management I Inc.247$53K0.0%-80.3%0.000%
5/15/2026Aristotle Capital Management LLC43,690$9.34M0.0%-70.1%0.014%
5/15/2026St. Louis Trust Co19,418$4.15M0.5%+5.7%0.006%
5/15/2026Bridgewater Advisors Inc.4,905$1.15M0.1%+1.5%0.002%
5/14/2026Renaissance Technologies LLC93,700$20.02M0.0%+2,922.6%0.029%
5/14/2026Hilltop Holdings Inc.3,902$834K0.1%-89.4%0.001%
5/14/2026GC Wealth Management RIA LLC2,711$579K0.0%-32.8%0.001%
5/14/2026M.D. Sass LLC32,984$7.05M0.5%+45.0%0.010%
5/14/2026Compound Planning Inc.2,007$429K0.0%-13.6%0.001%
5/14/2026Modern Wealth Management LLC5,760$1.24M0.0%N/A0.002%
5/14/2026Keebeck Wealth Management1,703$364K0.0%+27.1%0.001%
5/14/2026Aspen Grove Capital LLC4,583$979K0.2%+1.5%0.001%
5/14/2026RMG Wealth Management LLC170$40K0.0%N/A0.000%
5/14/2026Bank of Nova Scotia425,570$90.93M0.1%-1.9%0.132%
5/14/2026Gibbs Wealth Management1,398$299K0.0%N/A0.000%
5/14/2026Sei Investments Co.84,966$18.16M0.0%+142.5%0.026%
5/14/2026MWA Asset Management3,650$780K0.4%-1.9%0.001%
5/14/2026Alamar Capital Management LLC8,029$1.72M1.0%N/A0.002%
5/14/2026Davis R M Inc.3,211$686K0.0%+3.2%0.001%
5/14/2026Lido Advisors LLC309,810$66.20M0.2%+69.9%0.096%
5/13/2026Cetera Investment Advisers1,229,673$262.74M0.3%-5.1%0.383%
5/13/2026Signature Equity Partners LLC394$84K0.0%-10.3%0.000%
5/13/2026NewEdge Wealth LLC30,260$6.47M0.1%-65.7%0.009%
5/13/2026First Citizens Bank & Trust Co.72,205$15.43M0.3%+2.3%0.022%
5/13/2026First Trust Advisors LP1,128$241K0.0%-29.0%0.000%
5/8/2026PNC Financial Services Group Inc.3,385,962$723.48M0.4%-4.8%1.054%
5/8/2026HORAN Wealth LLC6,606$1.39M0.1%+100.0%0.002%
5/8/2026Glenview Trust Co21,051$4.50M0.1%+0.4%0.007%
5/8/2026Cassaday & Co Wealth Management LLC417,951$89.30M1.9%-1.1%0.130%
5/8/2026Rice Partnership LLC3,963$847K0.1%-1.6%0.001%
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5/8/2026JMG Financial Group Ltd.24,365$5.21M0.1%-1.9%0.008%
5/8/2026MWA Asset Management3,800$812K0.4%+2.1%0.001%
5/8/2026Johnson Financial Group Inc.58,701$12.54M0.5%-8.7%0.018%
5/8/2026Element Pointe Advisors LLC9,764$2.09M0.4%-2.1%0.003%
5/8/2026JSF Financial LLC2,573$550K0.1%-12.6%0.001%
5/7/2026AlTi Global Inc.33,924$7.25M0.2%-3.7%0.011%
5/7/2026Allen Investment Management LLC20,282$4.33M0.1%+33.5%0.006%
5/7/2026Grant Street Asset Management Inc.12,762$2.73M0.5%+0.4%0.004%
5/7/2026Meeder Advisory Services Inc.1,923$411K0.0%-10.8%0.001%
5/7/2026Scarborough Advisors LLC288$61K0.0%N/A0.000%


IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,968 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 1,653 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 65,429,070 shares in the last 24 months. This purchase volume represents approximately $13.16B in transactions.

Of the 902 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), JP Wealth Management Inc. ($976.23K), Kovitz Investment Group Partners LLC ($879.48K), Johns Hopkins University ($812.82K), and Alliancebernstein L.P. ($797.86K).

Institutional investors have sold a total of 27,888,143 shares in the last 24 months. This volume of shares sold represents approximately $5.72B in transactions.


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This page (NYSEARCA:IWD) was last updated on 7/5/2026 by MarketBeat.com Staff.
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