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S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
3 Top-Rated, Oversold Industry Giants
The Next Best AI Stock to Watch After Nvidia (Ad)
PayPal Keeps Getting Cheaper; Should You Load Up?
What's Really Behind The FTC's Lawsuit Targeting of Amazon?
The Next Best AI Stock to Watch After Nvidia (Ad)
Delta Hopes to Soar Again with Customer Loyalty Tweaks
Is the Grinch Stealing This Year's Holiday Season Jobs?
The Next Best AI Stock to Watch After Nvidia (Ad)
The Next Stage Of Google’s Rally Just Started
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
3 Top-Rated, Oversold Industry Giants
The Next Best AI Stock to Watch After Nvidia (Ad)
PayPal Keeps Getting Cheaper; Should You Load Up?
What's Really Behind The FTC's Lawsuit Targeting of Amazon?
The Next Best AI Stock to Watch After Nvidia (Ad)
Delta Hopes to Soar Again with Customer Loyalty Tweaks
Is the Grinch Stealing This Year's Holiday Season Jobs?
The Next Best AI Stock to Watch After Nvidia (Ad)
The Next Stage Of Google’s Rally Just Started
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
S&P 500   4,288.05
DOW   33,507.50
QQQ   358.27
3 Top-Rated, Oversold Industry Giants
The Next Best AI Stock to Watch After Nvidia (Ad)
PayPal Keeps Getting Cheaper; Should You Load Up?
What's Really Behind The FTC's Lawsuit Targeting of Amazon?
The Next Best AI Stock to Watch After Nvidia (Ad)
Delta Hopes to Soar Again with Customer Loyalty Tweaks
Is the Grinch Stealing This Year's Holiday Season Jobs?
The Next Best AI Stock to Watch After Nvidia (Ad)
The Next Stage Of Google’s Rally Just Started
Nike, Amicus Therapeutics rise; Vail Resorts, Hess fall, Friday, 9/29/2023
NYSEARCA:IWD

iShares Russell 1000 Value ETF (IWD) Institutional Ownership

$151.87
-0.66 (-0.43%)
(As of 09/29/2023 ET)
Compare
Today's Range
$151.38
▼
$153.45
50-Day Range
$151.70
▼
$163.57
52-Week Range
$134.09
▼
$164.18
Volume
1.81 million shs
Average Volume
1.80 million shs
Market Capitalization
$48.51 billion
Assets Under Management
$48.24 billion
Dividend Yield
2.14%
Net Expense Ratio
0.18%
ProfileChartHeadlinesHoldingsOptions ChainRatings

Institutional Ownership Changes (13F Filings) for iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Number of
Institutional Buyers
(last 12 months)
955
Total
Institutional Inflows
(last 12 months)
$41.44 B
Number of
Institutional Sellers
(last 12 months)
815
Total
Institutional Outflows
(last 12 months)
$5.20 B
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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
9/29/2023Schoolcraft Capital LLC2,231$0.35M0.1%N/A0.001%
9/26/2023M Holdings Securities Inc.2,398$0.38M0.1%-70.7%0.001%
9/21/2023Halpern Financial Inc.12,883$2.03M0.7%-39.8%0.004%
9/21/2023Baystate Wealth Management LLC6,543$1.03M0.1%+15.5%0.002%
9/21/2023Barclays PLC48,810$7.70M0.0%+1.7%0.015%
9/13/2023AWM Capital LLC125,838$19.86M4.8%-0.8%0.039%
9/11/2023Dechtman Wealth Management LLC2,768$0.44M0.1%N/A0.001%
9/7/2023ST Germain D J Co. Inc.2,669$0.42M0.0%N/A0.001%
9/5/2023Westshore Wealth LLC67,283$10.62M5.4%+2.1%0.021%
9/5/2023Covenant Partners LLC127,584$20.14M7.3%+4.8%0.040%
8/30/2023Western Wealth Management LLC15,324$2.42M0.2%-6.3%0.005%
8/29/2023Myecfo LLC4,528$0.72M0.4%+11.9%0.001%
8/29/2023Garde Capital Inc.7,660$1.21M0.1%+3.3%0.002%
8/23/2023Rehmann Capital Advisory Group23,673$3.74M0.3%-3.4%0.007%
8/23/2023Dunhill Financial LLC737$0.12M0.1%N/A0.000%
8/22/2023Asset Dedication LLC8,058$1.27M0.1%+6.4%0.003%
8/21/2023BOKF NA53,903$8.51M0.2%-1.1%0.017%
8/21/2023Vestor Capital LLC2,521$0.40M0.0%+421.9%0.001%
8/21/2023Osaic Holdings Inc.754,195$119.07M0.2%-1.7%0.236%
8/18/2023Elevated Capital Advisors LLC1,456$0.23M0.1%-21.1%0.000%
8/17/2023Orion Portfolio Solutions LLC84,018$13.26M0.1%+945.8%0.026%
8/17/2023Coppell Advisory Solutions LLC3,773$0.59M0.2%-50.6%0.001%
8/17/2023Imprint Wealth LLC15,783$1.58M0.1%N/A0.005%
8/16/2023Vestor Capital LLC2,665$0.42M0.0%+451.8%0.001%
8/16/2023Nuveen Asset Management LLC129,630$20.46M0.0%-24.4%0.041%
8/16/2023CreativeOne Wealth LLC19,097$3.01M0.1%-44.6%0.006%
8/16/2023PCA Investment Advisory Services Inc.401$63K0.0%N/A0.000%
8/16/2023Sunbelt Securities Inc.1,714$0.27M0.0%+21.2%0.001%
8/16/2023GTS Securities LLC39,088$6.17M0.2%N/A0.012%
8/15/2023Alliancebernstein L.P.2,190,109$345.67M0.1%+1.3%0.686%
8/15/2023Equitable Holdings Inc.479,231$75.64M1.1%-4.5%0.150%
8/15/2023Chicago Wealth Management Inc.2,621$0.41M0.3%-50.2%0.001%
8/15/2023West Michigan Advisors LLC7,442$1.18M0.5%+1.2%0.002%
8/15/2023Imprint Wealth LLC15,783$1.58M0.0%N/A0.005%
8/15/2023Wells Fargo & Company MN4,838,887$763.72M0.2%-5.7%1.515%
8/15/2023Objective Capital Management LLC6,371$1.01M0.9%-5.2%0.002%
8/15/2023CM Wealth Advisors LLC3,614$0.19M0.1%N/A0.001%
8/15/2023EPG Wealth Management LLC20,015$3.16M0.9%-1.2%0.006%
8/15/2023Atlas Capital Advisors LLC1,981$0.31M0.0%-24.9%0.001%
8/15/2023Cornerstone Planning Group LLC334$53K0.0%N/A0.000%
8/15/2023Moneta Group Investment Advisors LLC232,029$36.62M0.8%+0.9%0.073%
8/15/2023Integrated Wealth Concepts LLC25,153$3.97M0.1%+26.5%0.008%
8/15/2023Dana Investment Advisors Inc.3,820$0.60M0.0%-5.2%0.001%
8/15/2023Crestwood Advisors Group LLC3,655$0.58M0.0%-3.9%0.001%
8/15/2023First Citizens Bank & Trust Co.93,590$14.77M0.3%+32.9%0.029%
8/15/2023Benjamin F. Edwards & Company Inc.2,017$0.32M0.0%-52.4%0.001%
8/15/2023Colony Group LLC53,154$8.39M0.1%-0.6%0.017%
8/15/2023Parkside Financial Bank & Trust114,688$18.10M4.3%-4.5%0.036%
8/15/2023IHT Wealth Management LLC31,358$4.95M0.3%-0.3%0.010%
8/15/2023Centaurus Financial Inc.1,403$0.22M0.0%-15.5%0.000%
8/15/2023Goldman Sachs Group Inc.15,044,661$2.37B0.5%-1.4%4.710%
8/15/2023Pin Oak Investment Advisors Inc.1,324$0.21M0.2%+22.7%0.000%
8/15/2023Gries Financial LLC9,550$1.51M0.4%+1.6%0.003%
8/15/2023Zacks Investment Management24,677$3.90M0.1%-40.1%0.008%
8/15/2023Harbour Investments Inc.4,597$0.73M0.0%+4.6%0.001%
8/15/2023Waverly Advisors LLC141,511$22.34M1.0%-2.0%0.044%
8/15/2023Captrust Financial Advisors254,916$40.23M0.2%-9.4%0.080%
8/15/2023MMA Asset Management LLC12,121$1.91M1.2%+121.3%0.004%
8/15/2023Tyler Stone Wealth Management1,065$0.17M0.1%N/A0.000%
8/15/2023Pointe Capital Management LLC6,716$1.06M0.8%+7.9%0.002%
8/15/2023Private Portfolio Partners LLC5,710$0.90M0.2%-2.5%0.002%
8/15/2023RE Dickinson Investment Advisors LLC42,242$6.67M2.4%+3.0%0.013%
8/15/2023Royal Bank of Canada1,840,547$290.50M0.1%-9.2%0.576%
8/15/2023Rockefeller Capital Management L.P.1,224,012$193.19M0.7%+57.0%0.383%
8/15/2023Segall Bryant & Hamill LLC38,935$6.15M0.1%+7.3%0.012%
8/15/2023SRS Capital Advisors Inc.6,077$0.96M0.1%-4.9%0.002%
8/15/2023STAR Financial Bank28,494$4.50M4.2%-5.5%0.009%
8/15/2023Stifel Financial Corp1,816,494$286.70M0.4%+7.0%0.569%
8/15/2023Grant Street Asset Management Inc.140,593$22.19M8.4%-4.6%0.044%
8/15/2023HMS Capital Management LLC57,169$9.02M5.5%+1.2%0.018%
8/15/2023Hackensack Meridian Health Inc.722,000$113.95M15.6%N/A0.226%
8/15/2023Hilltop Holdings Inc.9,740$1.54M0.2%-0.9%0.003%
8/15/2023Invenio Wealth Partners LLC13,959$2.20M2.5%N/A0.004%
8/15/2023Becker Capital Management Inc.5,478$0.87M0.0%-12.7%0.002%
8/15/2023Berkshire Asset Management LLC PA13,758$2.17M0.1%-6.6%0.004%
8/15/2023Beacon Pointe Advisors LLC61,704$9.74M0.2%+13.7%0.019%
8/15/2023Broadview Financial Management LLC25,649$4.05M3.5%+1.0%0.008%
8/15/2023Cahill Financial Advisors Inc.9,381$1.48M0.2%-4.8%0.003%
8/15/2023Cohen & Steers Inc.33,163$5.23M0.0%+7.1%0.010%
8/15/2023Cadence Bank4,792$0.76M0.1%-3.7%0.002%
8/14/2023New Republic Capital LLC14,169$2.24M1.6%N/A0.004%
8/14/2023Callan Family Office LLC155,933$24.61M6.5%-4.1%0.049%
8/14/2023Caisse DE Depot ET Placement DU Quebec100,000$15.78M0.0%-33.3%0.031%
8/14/2023Vivaldi Capital Management LP5,263$0.83M0.3%-3.6%0.002%
8/14/2023Mercer Global Advisors Inc. ADV183,524$28.97M0.1%+46.0%0.057%
8/14/2023Orion Portfolio Solutions LLC43,144$13.26M0.1%+437.0%0.014%
8/14/2023Tolleson Wealth Management Inc.28,612$4.52M1.1%-1.1%0.009%
8/14/2023Stephens Inc. AR717,787$113.29M2.0%+2.0%0.225%
8/14/2023Ergoteles LLC78,354$12.37M0.6%N/A0.025%
8/14/2023United Capital Financial Advisers LLC140,807$22.22M0.1%-17.1%0.044%
8/14/2023Chilton Capital Management LLC240$38K0.0%-38.5%0.000%
8/14/2023Sowell Financial Services LLC13,701$2.16M0.1%-44.1%0.004%
8/14/2023IFP Advisors Inc5,618$0.89M0.0%-6.9%0.002%
8/14/2023Resurgent Financial Advisors LLC19,557$3.09M2.0%+5.4%0.006%
8/14/2023Bison Wealth LLC1,514$0.24M0.0%N/A0.000%
8/14/2023Carolinas Wealth Consulting LLC99,915$15.77M3.1%+2.3%0.031%
8/14/2023Aristotle Capital Management LLC24,386$3.85M0.0%-31.7%0.008%
8/14/2023State Street Corp72,310$11.41M0.0%+1.2%0.023%
8/14/2023MML Investors Services LLC387,009$61.08M0.3%+4.9%0.121%
8/14/2023Jefferies Financial Group Inc.41,902$6.61M0.1%-2.8%0.013%
(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, 1,590 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Aspire Private Capital LLC ($252.75B), Bank of America Corp DE ($8.82B), Morgan Stanley ($4.66B), Goldman Sachs Group Inc. ($2.37B), FMR LLC ($1.76B), Financial Engines Advisors L.L.C. ($1.63B), and JPMorgan Chase & Co. ($1.39B).Learn more on IWD's institutional investors.

Which institutional investors have been buying iShares Russell 1000 Value ETF stock?

Of the 1,399 institutional investors that purchased iShares Russell 1000 Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($222.62M), CFS Investment Advisory Services LLC ($47.78M), Alaska Permanent Fund Corp ($5.02M), Bank of America Corp DE ($4.46M), M&T Bank Corp ($2.12M), JPMorgan Chase & Co. ($1.98M), and UNC Management Company Inc. ($1.81M).

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

Institutional investors have bought a total of 339,117,040 shares in the last 24 months. This purchase volume represents approximately $51.61B in transactions.

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

Of the 1,057 institutional investors that sold iShares Russell 1000 Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CFS Investment Advisory Services LLC ($17.94M), JPMorgan Chase & Co. ($6.39M), BlackRock Inc. ($5.95M), Envestnet Asset Management Inc. ($1.97M), American Century Companies Inc. ($1.64M), First Republic Investment Management Inc. ($1.62M), and Johns Hopkins University ($1.60M).

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

Institutional investors have sold a total of 73,562,867 shares in the last 24 months. This volume of shares sold represents approximately $11.17B in transactions.


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This page (NYSEARCA:IWD) was last updated on 9/30/2023 by MarketBeat.com Staff

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