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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$259.38 +2.30 (+0.89%)
As of 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)
1025
Total
Institutional Inflows
(last 12 months)
$6.52B
Number of
Institutional Sellers
(last 12 months)
789
Total
Institutional Outflows
(last 12 months)
$4.24B
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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
9/3/2026 Anchor Capital Advisors LLC19,154$4.64M0.1%+22.7%0.006%
8/27/2026 Corient Private Wealth LP446,355$108.21M0.1%-42.9%0.137%
8/26/2026 HORAN Wealth LLC3,436$833K0.1%-48.0%0.001%
8/25/2026 Tobias Financial Advisors Inc.16,320$3.96M0.5%-0.8%0.005%
8/23/2026 Ameritas Advisory Services LLC38,352$9.30M0.2%+350.2%0.012%
8/23/2026 Wedmont Private Capital5,505$1.36M0.0%+33.4%0.002%
8/23/2026 Kintra Wealth LLC22,795$5.90M0.3%+13.9%0.007%
8/23/2026 Aspire Capital Advisors LLC927$225K0.0%N/A0.000%
8/23/2026 Widmann Financial Services Inc.34,728$8.42M4.5%+1.4%0.011%
8/23/2026 Beaird Harris Wealth Management LLC1,023$248K0.0%-10.3%0.000%
8/23/2026 Operose Advisors LLC2,495$605K0.1%-2.6%0.001%
8/23/2026 HB Wealth Management LLC244,415$59.25M0.3%+3.4%0.075%
8/23/2026 Nvest Financial LLC4,867$1.18M0.4%-1.6%0.001%
8/23/2026 Angeles Wealth Management LLC8,898$2.16M0.1%+27.7%0.003%
8/23/2026 Azimuth Capital Investment Management LLC15,567$3.77M0.1%-0.4%0.005%
8/23/2026 Riverview Capital Advisers LLC22,453$5.44M1.6%+0.3%0.007%
8/22/2026 Rose Capital Advisors LLC2,594$629K0.3%N/A0.001%
8/22/2026 Compass Financial Management LLC1,937$489K0.1%N/A0.001%
8/22/2026 NBH Bank18,845$4.57M1.9%N/A0.006%
8/22/2026 Gainline Financial Partners LLC6,585$1.60M1.5%N/A0.002%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC31,668$7.68M2.6%N/A0.010%
8/22/2026 Markowski Investments116$28K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC2,332$565K0.1%N/A0.001%
8/22/2026 Highland Investment Advisors LLC10,253$2.49M1.1%N/A0.003%
8/22/2026 Timbuktu Capital Management LLC102$25K0.0%N/A0.000%
8/22/2026 TOP Private Wealth LLC.176$43K0.0%N/A0.000%
8/22/2026 Invested Advisors12,618$3.06M2.7%-3.0%0.004%
8/22/2026 Aureum Wealth Management LLC17,932$4.35M2.7%+12.0%0.006%
8/22/2026 Elevation Wealth Management LLC1,636$397K0.3%-16.5%0.001%
8/22/2026 Cooke Wealth Management LLC6,628$1.61M1.3%-10.6%0.002%
8/22/2026 Cornerstone Advisors Asset Management LLC2,129$516K0.1%-9.7%0.001%
8/22/2026 Retirement Wealth Solutions LLC377$91K0.1%+11.5%0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,076$260K0.1%-9.0%0.000%
8/22/2026 Tudor Financial Inc.2,999$727K0.3%-33.2%0.001%
8/22/2026 TD Waterhouse Canada Inc.1,269$309K0.0%+83.9%0.000%
8/22/2026 Premier Path Wealth Partners LLC15,105$3.66M0.4%-3.3%0.005%
8/22/2026 Concurrent Investment Advisors LLC222,877$54.03M0.5%+17.6%0.069%
8/21/2026 Beacon Capital Management LLC2,247$545K0.1%+8.7%0.001%
8/21/2026 Greenspring Advisors LLC6,929$1.68M0.1%-1.0%0.002%
8/21/2026 Rodgers & Associates LTD4,963$1.20M0.1%-4.6%0.002%
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8/21/2026 Alamar Capital Management LLC5,579$1.35M0.7%-30.5%0.002%
8/21/2026 Coppell Advisory Solutions LLC1,898$442K0.1%N/A0.001%
8/21/2026 Live Oak Private Wealth LLC3,771$914K0.1%-33.0%0.001%
8/21/2026 Firestone Capital Management855$207K0.0%N/A0.000%
8/21/2026 XML Financial LLC50,237$12.18M0.9%+1.9%0.015%
8/21/2026 KFA Private Wealth Group LLC887$215K0.1%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.3,270$793K0.1%+80.4%0.001%
8/21/2026 Secure Asset Management LLC10,971$2.66M0.4%-3.3%0.003%
8/21/2026 Bedel Financial Consulting Inc.5,469$1.33M0.1%+1.5%0.002%
8/21/2026 Midwest Professional Planners LTD.15,915$3.86M0.7%N/A0.005%
8/21/2026 Investors Research Corp313$76K0.0%-17.2%0.000%
8/21/2026 Triumph Capital Management164$40K0.0%-20.8%0.000%
8/21/2026 Rinkey Investments11,658$2.83M0.6%-7.8%0.004%
8/20/2026 Cooper Haims Advisors LLC855$207K0.1%N/A0.000%
8/20/2026 Nwam LLC51,908$12.58M0.6%+8.1%0.016%
8/20/2026 Renasant Bank1,613$391K0.2%-16.1%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC918$223K0.0%N/A0.000%
8/20/2026 Rehmann Capital Advisory Group24,249$5.87M0.2%-2.4%0.007%
8/20/2026 Wind River Trust Co207,228$50.24M17.0%-10.4%0.064%
8/20/2026 Orgel Wealth Management LLC6,183$1.50M0.0%+105.8%0.002%
8/20/2026 Greenleaf Trust1,491,213$116.17M1.1%+20,660.3%0.459%
8/19/2026 Navellier & Associates Inc.11,650$898K0.1%N/A0.004%
8/19/2026 Wellington Management Group LLP3,378$819K0.0%N/A0.001%
8/15/2026 First Bancorp Inc ME6,902$1.55M0.6%N/A0.002%
8/14/2026 Cullen Capital Management LLC2,000$485K0.0%N/A0.001%
8/12/2026 Compass Financial Management LLC1,952$492K0.1%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.124$30K0.0%N/A0.000%
8/10/2026 Great Lakes Advisors LLC19,080$4.63M0.0%N/A0.006%
8/7/2026 Trust Co. of Vermont3,236$785K0.0%N/A0.001%
8/6/2026 S&CO Inc.5,050$1.22M0.1%N/A0.002%
7/12/2026 Ballast Inc.74,114$17.97M3.4%-0.1%0.023%
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%
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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%


IWD Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,966 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 1,629 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 30,819,556 shares in the last 24 months. This purchase volume represents approximately $6.52B in transactions.

Of the 789 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), Corient Private Wealth LLC ($814.00K), 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 20,138,913 shares in the last 24 months. This volume of shares sold represents approximately $4.24B 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 9/3/2026. New 13F filings are added each quarter as they're published.
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