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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$236.32 0.00 (0.00%)
As of 05/22/2026 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)
1148
Total
Institutional Inflows
(last 12 months)
$13.14B
Number of
Institutional Sellers
(last 12 months)
898
Total
Institutional Outflows
(last 12 months)
$6.00B
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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
5/22/2026Wellington Grp LLC1,039$222K0.1%+167.1%0.000%
5/21/2026 Compass Capital Management Inc.1,564$334K0.0%-8.6%0.000%
5/21/2026 Vestor Capital LLC750$160K0.0%-54.0%0.000%
5/20/2026 Arete Wealth Advisors LLC47,462$10.14M0.6%+11.4%0.015%
5/20/2026 SOA Wealth Advisors LLC.14,150$3.02M0.3%-1.1%0.004%
5/20/2026 FinArc Investments Inc.3,954$845K0.8%N/A0.001%
5/19/2026 Front Row Advisors LLC3,228$690K0.2%+19.8%0.001%
5/19/2026 Western Wealth Management LLC17,232$3.68M0.1%+9.3%0.005%
5/19/2026 McIlrath & Eck LLC2,489$532K0.0%+25.3%0.001%
5/19/2026 Royal Fund Management LLC898$192K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE46,144,498$9.86B0.7%-11.7%14.366%
5/19/2026 Hamilton Wealth LLC1,576$337K0.0%N/A0.000%
5/19/2026 Edgestream Partners L.P.4,180$893K0.0%-44.3%0.001%
5/19/2026 Financial Insights Inc.3,078$658K0.2%-6.5%0.001%
5/19/2026 Ashton Thomas Securities LLC23,252$4.97M0.6%N/A0.007%
5/19/2026 Arkadios Wealth Advisors105,490$22.54M0.4%+0.9%0.033%
5/19/2026 Arete Wealth Advisors LLC47,462$10.14M0.7%+11.4%0.015%
5/18/2026 EverSource Wealth Advisors LLC9,388$2.01M0.1%-7.0%0.003%
5/18/2026 Readystate Asset Management LP6,972$1.49M0.1%N/A0.002%
5/18/2026 Royal Bank of Canada2,217,909$473.90M0.1%-12.7%0.691%
5/18/2026 Empowered Funds LLC15,661$3.35M0.0%-37.0%0.005%
5/18/2026 Estate Counselors LLC28,399$6.07M0.5%N/A0.009%
5/18/2026 Evelyn Partners Asset Management Ltd2,607$557K0.1%+249.0%0.001%
5/18/2026 Evercore Wealth Management LLC10,398$2.22M0.0%-2.1%0.003%
5/16/2026 Excelsior Advisor Network LLC10,326$2.21M0.8%+164.4%0.003%
5/16/2026 Quantinno Capital Management LP132,409$28.29M0.0%+38.5%0.041%
5/15/2026 Gateway Wealth Partners LLC3,457$739K0.0%+105.5%0.001%
5/15/2026 Quadcap Wealth Management LLC14,684$3.14M0.4%-3.3%0.005%
5/15/2026 Bradley Foster & Sargent Inc. CT6,517$1.39M0.0%-1.7%0.002%
5/15/2026 Matrix Private Capital Group LLC1,560$333K0.2%N/A0.000%
5/15/2026 Waverly Advisors LLC272,542$58.23M0.4%-2.9%0.085%
5/15/2026 Asset Management Group Inc.22,295$4.76M0.8%-0.7%0.007%
5/15/2026 London Co. of Virginia10,557$2.26M0.0%-92.5%0.003%
5/15/2026 Van Den Berg Management I Inc.247$53K0.0%-80.3%0.000%
5/15/2026 Aristotle Capital Management LLC43,690$9.34M0.0%-70.1%0.014%
5/15/2026 St. Louis Trust Co19,418$4.15M0.5%+5.7%0.006%
5/15/2026 Bridgewater Advisors Inc.4,905$1.15M0.1%+1.5%0.002%
5/14/2026 Renaissance Technologies LLC93,700$20.02M0.0%+2,922.6%0.029%
5/14/2026 Hilltop Holdings Inc.3,902$834K0.1%-89.4%0.001%
5/14/2026 GC Wealth Management RIA LLC2,711$579K0.0%-32.8%0.001%
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5/14/2026 M.D. Sass LLC32,984$7.05M0.5%+45.0%0.010%
5/14/2026 Compound Planning Inc.2,007$429K0.0%-13.6%0.001%
5/14/2026 Modern Wealth Management LLC5,760$1.24M0.0%N/A0.002%
5/14/2026 Keebeck Wealth Management1,703$364K0.0%+27.1%0.001%
5/14/2026 Aspen Grove Capital LLC4,583$979K0.2%+1.5%0.001%
5/14/2026 RMG Wealth Management LLC170$40K0.0%N/A0.000%
5/14/2026 Bank of Nova Scotia425,570$90.93M0.1%-1.9%0.132%
5/14/2026 Gibbs Wealth Management1,398$299K0.0%N/A0.000%
5/14/2026 Sei Investments Co.84,966$18.16M0.0%+142.5%0.026%
5/14/2026 MWA Asset Management3,650$780K0.4%-1.9%0.001%
5/14/2026 Alamar Capital Management LLC8,029$1.72M1.0%N/A0.002%
5/14/2026 Davis R M Inc.3,211$686K0.0%+3.2%0.001%
5/14/2026 Lido Advisors LLC309,810$66.20M0.2%+69.9%0.096%
5/13/2026 Cetera Investment Advisers1,229,673$262.74M0.3%-5.1%0.383%
5/13/2026 Signature Equity Partners LLC394$84K0.0%-10.3%0.000%
5/13/2026 NewEdge Wealth LLC30,260$6.47M0.1%-65.7%0.009%
5/13/2026 First Citizens Bank & Trust Co.72,205$15.43M0.3%+2.3%0.022%
5/13/2026 First Trust Advisors LP1,128$241K0.0%-29.0%0.000%
5/8/2026 PNC Financial Services Group Inc.3,385,962$723.48M0.4%-4.8%1.054%
5/8/2026 HORAN Wealth LLC6,606$1.39M0.1%+100.0%0.002%
5/8/2026 Glenview Trust Co21,051$4.50M0.1%+0.4%0.007%
5/8/2026 Cassaday & Co Wealth Management LLC417,951$89.30M1.9%-1.1%0.130%
5/8/2026 Rice Partnership LLC3,963$847K0.1%-1.6%0.001%
5/8/2026 JMG Financial Group Ltd.24,365$5.21M0.1%-1.9%0.008%
5/8/2026 MWA Asset Management3,800$812K0.4%+2.1%0.001%
5/8/2026 Johnson Financial Group Inc.58,701$12.54M0.5%-8.7%0.018%
5/8/2026 Element Pointe Advisors LLC9,764$2.09M0.4%-2.1%0.003%
5/8/2026 JSF Financial LLC2,573$550K0.1%-12.6%0.001%
5/7/2026 AlTi Global Inc.33,924$7.25M0.2%-3.7%0.011%
5/7/2026 Allen Investment Management LLC20,282$4.33M0.1%+33.5%0.006%
5/7/2026 Grant Street Asset Management Inc.12,762$2.73M0.5%+0.4%0.004%
5/7/2026 Meeder Advisory Services Inc.1,923$411K0.0%-10.8%0.001%
5/7/2026 Scarborough Advisors LLC288$61K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC39,668$8.48M0.1%+3.5%0.012%
5/7/2026 Ironwood Investment Counsel LLC35,612$7.61M1.1%-0.1%0.011%
5/7/2026 AlphaCentric Advisors LLC11,825$2.53M2.5%+40.7%0.004%
5/7/2026 Next Capital Management LLC28,065$6.00M1.8%+9.3%0.009%
5/7/2026 Financial Discovery Group Inc.7,449$1.59M3.7%N/A0.002%
5/7/2026 Vision Retirement LLC304$65K0.0%+70.8%0.000%
5/7/2026 Morgan Dempsey Capital Management LLC654$140K0.1%+11.2%0.000%
5/7/2026 Spartan Wealth Advisory Services LLC1,970$421K0.0%N/A0.001%
5/7/2026 Crescent Grove Advisors LLC27,883$5.96M0.6%-5.7%0.009%
5/7/2026 Ascent Wealth Partners LLC13,529$2.89M0.3%-1.5%0.004%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC1,232$263K0.0%-32.3%0.000%
5/6/2026 German American Bancorp Inc.4,257$910K0.1%-6.6%0.001%
5/6/2026 Heartland Bank & Trust Co1,654$353K0.1%N/A0.001%
5/6/2026 Zhang Financial LLC5,161$1.10M0.0%+21.6%0.002%
5/6/2026 Centennial Bank AR 15,569$3.33M1.2%-26.0%0.005%
5/6/2026 Simon Quick Advisors LLC139,146$29.73M1.4%+0.4%0.043%
5/6/2026 Cornerstone Planning Group LLC326$75K0.0%-55.3%0.000%
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5/6/2026 Gryphon Financial Partners LLC11,680$2.50M0.3%+38.0%0.004%
5/6/2026 Modera Wealth Management LLC363,520$77.67M0.9%-0.3%0.113%
5/6/2026 Assetmark Inc.23,785$5.08M0.0%-25.8%0.007%
5/6/2026 NovaPoint Capital LLC10,198$2.18M0.5%-1.9%0.003%
5/6/2026 Gallacher Capital Management LLC2,839$607K0.2%+17.0%0.001%
5/6/2026 Bessemer Group Inc.71,394$15.25M0.0%+39.7%0.022%
5/6/2026 SteelPeak Wealth LLC1,874$400K0.0%+76.3%0.001%
5/6/2026 Allspring Global Investments Holdings LLC32,495$6.99M0.0%-21.1%0.010%
5/6/2026 One Day In July LLC2,292$490K0.0%-2.8%0.001%
5/6/2026 Independent Financial Group LLC4,489$959K0.0%N/A0.001%


IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,964 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 1,650 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 65,376,282 shares in the last 24 months. This purchase volume represents approximately $13.14B in transactions.

Of the 898 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), Jones Financial Companies Lllp ($2.00M), Corient Private Wealth LLC ($1.62M), JP Wealth Management Inc. ($976.23K), Kovitz Investment Group Partners LLC ($879.48K), and Johns Hopkins University ($812.82K).

Institutional investors have sold a total of 29,370,867 shares in the last 24 months. This volume of shares sold represents approximately $6.00B in transactions.


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This page (NYSEARCA:IWD) was last updated on 5/26/2026 by MarketBeat.com Staff.
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