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iShares Russell 1000 Value ETF (IWD) Institutional Ownership

iShares Russell 1000 Value ETF logo
$232.03 +2.43 (+1.06%)
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)
1180
Total
Institutional Inflows
(last 12 months)
$13.76B
Number of
Institutional Sellers
(last 12 months)
939
Total
Institutional Outflows
(last 12 months)
$5.48B
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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
5/5/2026Bank of New York Mellon Corp903,575$193.07M0.0%+5.3%0.281%
5/5/2026Robinson Value Management Ltd.4,779$1.02M0.6%+4.2%0.001%
5/5/2026NFSG Corp821$176K0.0%-5.5%0.000%
5/5/2026Ethos Financial Group LLC6,604$1.39M0.1%-2.0%0.002%
5/5/2026Signet Financial Management LLC23,980$5.12M0.6%-2.3%0.007%
5/5/2026SouthState Bank Corp7,314$1.56M0.1%+1.4%0.002%
5/5/2026Luts & Greenleigh Group Inc.8,757$1.87M1.5%+4.0%0.003%
5/5/2026Advisors Preferred LLC12,998$2.78M0.4%-83.8%0.004%
5/5/2026Sanctuary Advisors LLC146,216$31.24M0.2%+2.1%0.046%
5/5/2026BlueChip Wealth Advisors LLC5,350$1.14M0.5%+3.9%0.002%
5/5/2026 Sigma Planning Corp5,093$1.09M0.0%+3.9%0.002%
5/5/2026 Cornerstone Advisory LLC23,385$5.00M0.5%-0.5%0.007%
5/5/2026 1ST Source Bank621,889$132.88M6.9%+1.9%0.194%
5/5/2026 Nwam LLC48,038$10.26M0.6%-0.2%0.015%
5/5/2026 Broadview Financial Management LLC23,171$4.95M3.4%-1.4%0.007%
5/4/2026 Calamos Wealth Management LLC8,782$1.88M0.1%+3.6%0.003%
5/4/2026 Calamos Advisors LLC8,782$1.88M0.0%N/A0.003%
5/4/2026 AMG National Trust Bank130,652$27.92M0.6%+3.5%0.041%
5/4/2026 Retirement Planning Group LLC3,239$692K0.0%+16.6%0.001%
5/4/2026 Mattern Capital Management LLC10,246$2.19M0.3%+2.3%0.003%
5/4/2026 Lutz Financial Services LLC4,010$857K0.1%-3.9%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,786$3.59M0.1%+20.4%0.005%
5/4/2026 Bryn Mawr Trust Advisors LLC72,792$15.55M0.8%+83.7%0.023%
5/4/2026 Glassman Wealth Services3,376$721K0.1%+6.9%0.001%
5/4/2026 Bleakley Financial Group LLC85,397$18.25M0.3%+3.4%0.027%
5/4/2026 NWF Advisory Services Inc.1,797$384K0.0%-14.8%0.001%
5/4/2026 Nadler Financial Group Inc.120,044$25.65M2.5%-13.2%0.037%
5/4/2026 Principal Financial Group Inc.25,293$5.40M0.0%-21.2%0.008%
5/4/2026 Bedel Financial Consulting Inc.5,388$1.15M0.1%+3.7%0.002%
5/4/2026 Chicago Partners Investment Group LLC53,749$12.18M0.2%+0.1%0.017%
5/4/2026 IFC Advisors LLC9,005$1.92M0.3%-22.2%0.003%
5/4/2026 Uptick Partners LLC4,774$1.02M0.2%-5.3%0.001%
5/4/2026 Applied Finance Capital Management LLC11,205$2.39M0.2%-88.5%0.003%
5/4/2026 Tradewinds LLC.967$223K0.1%N/A0.000%
5/4/2026 Procyon Advisors LLC18,585$3.97M0.1%-2.8%0.006%
5/2/2026 Citizens Business Bank1,625$347K0.1%-11.0%0.001%
5/2/2026 Pacific Life Fund Advisors LLC803,474$171.68M19.7%-23.0%0.250%
5/2/2026 Navigate Wealth Management LLC1,724$389K0.3%N/A0.001%
5/2/2026 Global Assets Advisory LLC942$201K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC5,069$1.09M0.0%-22.0%0.002%
5/2/2026 Associated Banc Corp35,152$7.51M0.2%-3.2%0.011%
5/2/2026 Strategic Wealth Advisors LLC14,774$3.16M2.5%+13.0%0.005%
5/2/2026 Diversify Wealth Management LLC9,120$2.07M0.0%+22.3%0.003%
5/2/2026 Valmark Advisers Inc.26,627$5.69M0.1%+2.0%0.008%
5/2/2026 Carnegie Investment Counsel2,708$579K0.0%-23.9%0.001%
5/1/2026 Welch & Forbes LLC5,895$1.26M0.0%-17.5%0.002%
5/1/2026 Castle Wealth Management LLC14,128$3.02M1.0%-2.0%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.21,387$4.57M0.1%-19.0%0.007%
5/1/2026 Citizens Financial Group Inc. RI35,310$7.55M0.1%-2.3%0.011%
5/1/2026 Midwest Trust Co157,106$33.57M0.4%+7.0%0.049%
5/1/2026 Fifth Third Bancorp1,191,768$254.65M0.5%+324.3%0.371%
5/1/2026 Sovran Advisors LLC4,165$963K0.1%+3.3%0.001%
5/1/2026 American Trust8,263$1.77M0.2%-4.1%0.003%
5/1/2026 WealthShield Partners LLC4,725$1.01M0.1%-19.6%0.001%
5/1/2026 Darwin Wealth Management LLC3,345$715K0.2%+4.5%0.001%
5/1/2026 Simplicity Wealth LLC16,034$3.43M0.2%+0.3%0.005%
5/1/2026 Sequoia Financial Advisors LLC26,542$5.67M0.0%+6.7%0.008%
5/1/2026 Independence Bank of Kentucky4,021$859K0.1%+13.7%0.001%
5/1/2026 Mascoma Wealth Management LLC6,580$1.41M0.3%+11.9%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC206,484$44.12M4.4%-0.7%0.064%
5/1/2026 Beirne Wealth Consulting Services LLC91,981$19.66M5.6%+5.2%0.029%
5/1/2026 Walled Lake Planning & Wealth Management LLC9,494$2.03M0.6%-4.4%0.003%
5/1/2026 KLCM Advisors Inc.26,431$5.65M0.5%+3.9%0.008%
5/1/2026 Kornitzer Capital Management Inc. KS4,925$1.05M0.0%-4.2%0.002%
5/1/2026 Paladin Advisory Group LLC24,897$5.32M4.0%-0.4%0.008%
5/1/2026 Cedar Mountain Advisors LLC395,176$84.44M16.5%-1.8%0.123%
4/30/2026 Hsbc Holdings PLC151,812$32.44M0.0%+7.0%0.047%
4/30/2026 Accredited Investors Inc.15,464$3.30M0.2%+6.7%0.005%
4/30/2026 GreatBanc Trust CO2,129$455K0.3%+54.4%0.001%
4/30/2026 Sonata Capital Group Inc.66,659$14.24M5.3%+0.5%0.021%
4/30/2026 First National Bank & Trust Co. of Newtown2,972$635K0.1%N/A0.001%
4/30/2026 First Horizon Corp124,347$26.57M1.1%+0.2%0.039%
4/30/2026 Mosaic Family Wealth Partners LLC13,379$2.86M0.3%-1.5%0.004%
4/30/2026 Ibex Wealth Advisors1,675$358K0.0%N/A0.001%
4/30/2026 Harold Davidson & Associates Inc.1,810$387K0.2%N/A0.001%
4/30/2026 Stronghold Wealth Management L.L.C.2,714$580K0.9%-2.6%0.001%
4/30/2026 Kestra Advisory Services LLC179,305$38.31M0.1%-0.7%0.056%
4/30/2026 Money Concepts Capital Corp3,863$825K0.0%+12.1%0.001%
4/30/2026 Fidelity D & D Bancorp Inc.2,790$596K0.2%-10.4%0.001%
4/30/2026 Beam Wealth Advisors Inc.20,008$4.28M1.1%+9.6%0.006%
4/30/2026 Personal CFO Solutions LLC5,937$1.27M0.2%-18.9%0.002%
4/30/2026 CFS Investment Advisory Services LLC178,071$40.45M2.8%-3.9%0.055%
4/30/2026 W Advisors LLC18,550$3.96M2.0%-16.4%0.006%
4/30/2026 Cahaba Wealth Management Inc.13,088$2.80M0.2%-2.4%0.004%
4/30/2026 Quantum Portfolio Management LLC12,807$2.74M0.0%+0.5%0.004%
4/29/2026 Ascent Advisors LLC4,039$863K1.4%N/A0.001%
4/29/2026 Lmcg Investments LLC1,479$316K0.0%N/A0.000%
4/29/2026 Warner Group LLC2,827$604K0.4%-5.9%0.001%
4/29/2026 Saxon Interests Inc.12,819$2.74M0.9%-10.4%0.004%
4/29/2026 Golden Road Advisors LLC4,248$908K0.5%-3.4%0.001%
4/29/2026 Montag A & Associates Inc.77,240$16.50M0.8%+0.5%0.024%
4/29/2026 Renasant Bank1,923$411K0.3%-53.6%0.001%
4/29/2026 Addison Capital Co1,290$276K0.0%N/A0.000%
4/29/2026 Resonant Capital Advisors LLC4,165$890K0.0%+2.5%0.001%
4/29/2026 ORBA Wealth Advisors L.L.C.964$206K0.2%-31.1%0.000%
4/29/2026 Integrated Advisors Network LLC2,229$476K0.0%-30.3%0.001%
4/28/2026 PUREfi Wealth LLC1,914$409K0.3%-14.4%0.001%
4/28/2026 Arbor Investment Advisors LLC37,095$7.93M1.0%+0.1%0.012%
4/28/2026 Nvest Financial LLC4,944$1.06M0.4%+2.1%0.002%
4/28/2026 Whittier Trust Co.32,031$6.94M0.1%+0.8%0.010%


IWD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IWD shares?

During the previous two years, 1,965 institutional investors and hedge funds held shares of iShares Russell 1000 Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($10.99B), 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.

What percentage of iShares Russell 1000 Value ETF's stock is owned by 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.

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

Of the 1,643 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).

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

Institutional investors have bought a total of 68,691,778 shares in the last 24 months. This purchase volume represents approximately $13.76B in transactions.

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

Of the 932 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: M&T Bank Corp ($3.92M), Jones Financial Companies Lllp ($3.47M), Corient Private Wealth LLC ($1.62M), Johns Hopkins University ($1.07M), Bank of America Corp DE ($998.03K), JP Wealth Management Inc. ($976.23K), and Kovitz Investment Group Partners LLC ($879.48K).

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

Institutional investors have sold a total of 27,585,687 shares in the last 24 months. This volume of shares sold represents approximately $5.48B in transactions.


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