IWD Institutional Ownership
iShares Russell 1000 Value ETF
1W: -1.0%
1M: -2.6%
3M: +0.9%
YTD: +17.5%
1Y: +22.9%
3Y: +71.5%
5Y: +69.7%
$249.38
+1.14 (+0.46%)
Weekly Expected Move ±1.2%
$243
$246
$249
$252
$255
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWD
2,052
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
64B
Total Invested
170
New Positions
586
Increased
766
Reduced
66
Closed
1.40
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 44,711,921 | 11.2B | -1,432,577 | -3.1% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 40,662,951 | 10.1B | -1,564,306 | -3.7% | 60Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 11,508,393 | 2.9B | -126,160 | -1.1% | 15Q | SEC ↗ |
| 4 | FMR LLC | 8,896,508 | 2.2B | -394,179 | -4.2% | 102Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 8,644,566 | 2.2B | +7,452,543 | +625.2% | 16Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 8,498,901 | 2.1B | -146,259 | -1.7% | 95Q | SEC ↗ |
| 7 | Financial Engines Advisors L.L.C. | 7,898,903 | 2.0B | -120,321 | -1.5% | 31Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6,717,263 | 1.7B | -171,227 | -2.5% | 79Q | SEC ↗ |
| 9 | UBS Group AG | 6,325,816 | 1.6B | -253,218 | -3.8% | 47Q | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 6,192,377 | 1.5B | +165,599 | +2.7% | 45Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 5,686,036 | 1.4B | +671,290 | +13.4% | 101Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 5,232,373 | 1.3B | -280,154 | -5.1% | 7Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 4,160,192 | 1.0B | -997,029 | -19.3% | 98Q | SEC ↗ |
| 14 | LPL Financial LLC | 4,042,964 | 1.0B | -241,828 | -5.6% | 54Q | SEC ↗ |
| 15 | M&T Bank Corp | 3,793,923 | $946M | -1,467 | -0.0% | 20Q | SEC ↗ |
| 16 | PNC Financial Services Group, Inc. | 3,411,025 | $851M | +25,063 | +0.7% | 15Q | SEC ↗ |
| 17 | Pinnacle Financial Partners, Inc. | 3,257,065 | $812M | +11,240 | +0.3% | 3Q | SEC ↗ |
| 18 | PRUDENTIAL FINANCIAL INC | 3,107,712 | $775M | -628,343 | -16.8% | 92Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 2,718,123 | $678M | +76,970 | +2.9% | 26Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 2,187,427 | $546M | -30,482 | -1.4% | 83Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 2,143,441 | $535M | -18,329 | -0.8% | 53Q | SEC ↗ |
| 22 | Jasper Ridge Partners, L.P. | 2,045,358 | $510M | -421,797 | -17.1% | 63Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 1,821,926 | $454M | +356,118 | +24.3% | 49Q | SEC ↗ |
| 24 | GLOBALT Investments LLC / GA | 1,715,696 | $428M | -33,408 | -1.9% | 11Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,601,482 | $399M | -4,760 | -0.3% | 35Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1,534,580 | $383M | -4,177 | -0.3% | 34Q | SEC ↗ |
| 27 | Focus Partners Wealth | 1,416,627 | $353M | +2,357 | +0.2% | 11Q | SEC ↗ |
| 28 | Stairway Partners, LLC | 1,331,855 | $332M | +491 | +0.0% | 53Q | SEC ↗ |
| 29 | 71 West Capital Partners | 1,306,647 | $326M | +42,319 | +3.3% | 3Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 1,245,656 | $311M | +15,983 | +1.3% | 43Q | SEC ↗ |
| 31 | NATIXIS ADVISORS, LLC | 1,187,387 | $296M | -88,237 | -6.9% | 60Q | SEC ↗ |
| 32 | CITIGROUP INC | 1,172,263 | $292M | +73,762 | +6.7% | 83Q | SEC ↗ |
| 33 | FIFTH THIRD BANCORP | 1,152,535 | $287M | -39,233 | -3.3% | 26Q | SEC ↗ |
| 34 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 1,093,500 | $273M | +29,273 | +2.8% | 2Q | SEC ↗ |
| 35 | HighTower Advisors, LLC | 1,041,916 | $260M | -47,729 | -4.4% | 70Q | SEC ↗ |
| 36 | OAKWORTH CAPITAL, INC. | 877,912 | $219M | +15,615 | +1.8% | 51Q | SEC ↗ |
| 37 | Waldron Private Wealth LLC | 853,400 | $213M | -16,215 | -1.9% | 51Q | SEC ↗ |
| 38 | Cerity Partners LLC | 848,030 | $211M | +32,448 | +4.0% | 36Q | SEC ↗ |
| 39 | OpenArc Corporate Advisory, LLC | 807,045 | $201M | +59,971 | +8.0% | 3Q | SEC ↗ |
| 40 | US BANCORP \DE | 793,380 | $198M | -7,510 | -0.9% | 101Q | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 786,854 | $196M | -116,721 | -12.9% | 76Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 785,470 | $196M | +72,157 | +10.1% | 26Q | SEC ↗ |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 742,315 | $185M | -38,509 | -4.9% | 5Q | SEC ↗ |
| 44 | BROWN ADVISORY INC | 730,583 | $182M | -8,257 | -1.1% | 65Q | SEC ↗ |
| 45 | Dynasty Wealth Management, LLC | 725,606 | $181M | +67,235 | +10.2% | 3Q | SEC ↗ |
| 46 | Circle Wealth Management, LLC | 672,670 | $168M | — | +0.0% | 12Q | SEC ↗ |
| 47 | COMMERCE BANK | 663,733 | $166M | -43,069 | -6.1% | 90Q | SEC ↗ |
| 48 | FRANKLIN RESOURCES INC | 663,216 | $165M | -1,701,087 | -71.9% | 22Q | SEC ↗ |
| 49 | TIAA Wealth Investment Management LLC | 636,075 | $159M | -9,694 | -1.5% | 2Q | SEC ↗ |
| 50 | 1ST SOURCE BANK | 632,344 | $158M | +10,455 | +1.7% | 57Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Caisse de depot et placement du Que | 281,975 | $70M |
| CITADEL ADVISORS LLC | 67,594 | $17M |
| D. E. Shaw & Co., Inc. | 50,576 | $13M |
| CANANDAIGUA NATIONAL CORP | 49,648 | $12M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 38,523 | $10M |
| Alexis Investment Partners, LLC | 37,106 | $9M |
| Global Retirement Partners, LLC | 36,980 | $9M |
| Veratis Advisors, Inc. | 36,570 | $9M |
| J.W. COLE ADVISORS, INC. | 35,659 | $9M |
| TORONTO DOMINION BANK | 31,915 | $8M |
| Maloon Powers Pitre Higgins & Denne | 31,668 | $8M |
| VAQUERO PRIVATE WEALTH, LTD | 27,263 | $7M |
| Caprock Group, LLC | 20,547 | $5M |
| NBH Bank | 18,845 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 17,972 | $4M |
| Midwest Professional Planners, LTD. | 15,915 | $4M |
| Atwater Malick LLC | 15,413 | $4M |
| Evanson Financial, LLC | 14,777 | $4M |
| MUTUAL OF AMERICA CAPITAL MANAGEMEN | 12,967 | $3M |
| 49 WEALTH MANAGEMENT, LLC | 11,983 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 803,474 | $200M |
| Mizuho Bank, Ltd. | 480,000 | $120M |
| Gainplan LLC | 208,239 | $52M |
| River Road Asset Management, LLC | 121,158 | $30M |
| RENAISSANCE TECHNOLOGIES LLC | 93,700 | $23M |
| LYRICAL ASSET MANAGEMENT LP | 77,777 | $19M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 60,000 | $15M |
| FLOW TRADERS U.S. LLC | 44,026 | $11M |
| Wall Capital Group, Inc. | 31,554 | $8M |
| SOL Capital Management CO | 27,399 | $7M |
| SEVEN MILE ADVISORY | 24,056 | $6M |
| ASHTON THOMAS SECURITIES, LLC | 23,252 | $6M |
| Clearbridge Investments, LLC | 23,060 | $6M |
| Fiduciary Wealth Partners, LLC | 20,822 | $5M |
| RAFFA WEALTH MANAGEMENT, LLC | 18,395 | $5M |
| SEIZERT CAPITAL PARTNERS, LLC | 17,577 | $4M |
| Everhart Financial Group, Inc. | 16,628 | $4M |
| L2 Asset Management, LLC | 16,027 | $4M |
| Pullen Investment Management, LLC | 14,161 | $4M |
| St. Clair Advisors, LLC | 13,039 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +7,452,543 | +625.2% | 8,644,566 |
| WELLS FARGO & COMPANY/MN | +671,290 | +13.4% | 5,686,036 |
| STIFEL FINANCIAL CORP | +356,118 | +24.3% | 1,821,926 |
| Beirne Wealth Consulting Services, | +179,760 | +195.4% | 271,741 |
| Baird Financial Group, Inc. | +165,599 | +2.7% | 6,192,377 |
| ALLIANCEBERNSTEIN L.P. | +158,203 | +77.4% | 362,548 |
| Nuveen, LLC | +148,724 | +87.3% | 319,031 |
| Waverly Advisors, LLC | +120,058 | +44.1% | 392,600 |
| Modern Wealth Management, LLC | +116,574 | +2023.9% | 122,334 |
| RWA WEALTH PARTNERS, LLC | +100,802 | +380.7% | 127,277 |
| GTS SECURITIES LLC | +81,419 | +229.1% | 116,951 |
| JONES FINANCIAL COMPANIES LLLP | +76,970 | +2.9% | 2,718,123 |
| CITIGROUP INC | +73,762 | +6.7% | 1,172,263 |
| TUDOR INVESTMENT CORP ET AL | +73,487 | +2602.2% | 76,311 |
| OSAIC HOLDINGS, INC. | +72,157 | +10.1% | 785,470 |
| GREAT VALLEY ADVISOR GROUP, INC. | +70,103 | +282.8% | 94,896 |
| Dynasty Wealth Management, LLC | +67,235 | +10.2% | 725,606 |
| Arax Advisory Partners | +61,911 | +60.0% | 165,039 |
| OpenArc Corporate Advisory, LLC | +59,971 | +8.0% | 807,045 |
| Jefferies Financial Group Inc. | +51,561 | +79.4% | 116,488 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -1,701,087 | -71.9% | 663,216 |
| MORGAN STANLEY | -1,564,306 | -3.7% | 40,662,951 |
| BANK OF AMERICA CORP /DE | -1,432,577 | -3.1% | 44,711,921 |
| NORTHERN TRUST CORP | -997,029 | -19.3% | 4,160,192 |
| PRUDENTIAL FINANCIAL INC | -628,343 | -16.8% | 3,107,712 |
| BNP PARIBAS FINANCIAL MARKETS | -499,687 | -61.9% | 307,073 |
| Jasper Ridge Partners, L.P. | -421,797 | -17.1% | 2,045,358 |
| FMR LLC | -394,179 | -4.2% | 8,896,508 |
| Corient Private Wealth LP | -335,571 | -42.9% | 446,355 |
| BlackRock, Inc. | -302,730 | -47.3% | 337,493 |
| TWO SIGMA INVESTMENTS, LP | -292,073 | -88.2% | 39,173 |
| RAYMOND JAMES FINANCIAL INC | -280,154 | -5.1% | 5,232,373 |
| Allworth Financial LP | -271,211 | -85.9% | 44,387 |
| UBS Group AG | -253,218 | -3.8% | 6,325,816 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -243,549 | -85.3% | 41,888 |
| LPL Financial LLC | -241,828 | -5.6% | 4,042,964 |
| Equitable Holdings, Inc. | -203,536 | -59.2% | 140,095 |
| ENVESTNET ASSET MANAGEMENT INC | -171,227 | -2.5% | 6,717,263 |
| EQUITY INVESTMENT CORP | -159,360 | -39.8% | 241,235 |
| JPMORGAN CHASE & CO | -146,259 | -1.7% | 8,498,901 |