IWD · iShares Russell 1000 Value ETF ETF
$257.63
-1.75 (-0.67%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $179,170,795
Total Shares: 739,062
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
60.4%
−39.2 pts
Top 5
97.7%
−2.3 pts
Top 10
99.9%
−0.1 pts
HHI
4,199
Highly concentrated−5,726
Quarterly Activity
vs Mar 31, 2026
New
10
Increased
1
Decreased
1
Sold Out
3
Unchanged
0
Holder count:
+7
Institutional value:
-78.0%
Shares held:
-80.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +1 | 6,205 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Cornerstone Financial Management LLC | −30 | 415 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 446,355 | $108,209,842 | |
| Mega CITADEL ADVISORS LLC | 137,294 | $33,284,184 | |
| Mid Parkside Financial Bank & Trust | 102,895 | $24,944,834 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | 19,154 | $4,643,504 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 16,320 | $3,956,457 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 3,795,390 | $810,960,976 | |
| Mid Dakota Wealth Management | 6,313 | $1,348,898 | |
| Micro Layline Advisors, LLC | 1,366 | $291,873 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IWD | $108,209,842 | 60.39% | 446,355 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IWD | $24,944,834 | 13.92% | 102,895 | Shares | 2026-09-04 | |
| Mega CITADEL ADVISORS LLC IWD | $16,386,813 | 9.15% | 67,594 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IWD | $12,921,519 | 7.21% | 53,300 | Call | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC IWD | $4,643,504 | 2.59% | 19,154 | Shares | 2026-09-03 | |
| Mega CITADEL ADVISORS LLC IWD | $3,975,852 | 2.22% | 16,400 | Put | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IWD | $3,956,457 | 2.21% | 16,320 | Shares | 2026-08-25 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IWD | $1,504,278 | 0.84% | 6,205 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC IWD | $832,989 | 0.46% | 3,436 | Shares | 2026-08-26 | |
| Small Financial Insights, Inc. IWD | $746,199 | 0.42% | 3,078 | Shares | 2026-08-25 | |
| Small BROWN, LISLE/CUMMINGS, INC. IWD | $683,410 | 0.38% | 2,819 | Shares | 2026-09-02 | |
| Small Wellington Grp LLC IWD | $258,430 | 0.14% | 1,066 | Shares | 2026-08-26 | |
| Small Cornerstone Financial Management LLC IWD | $100,608 | 0.06% | 415 | Shares | 2026-08-28 | |
| Small TUCKER ASSET MANAGEMENT LLC IWD | $6,060 | 0.00% | 25 | Shares | 2026-08-27 |