IWD
iShares Russell 1000 Value ETF
1W: -0.2%
1M: +3.6%
3M: +4.2%
YTD: +10.6%
1Y: +24.6%
3Y: +65.9%
5Y: +60.2%
$236.32
+1.62 (+0.69%)
Weekly Expected Move ±1.6%
$225
$228
$232
$236
$240
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IWD
2,025
Institutional Holders
+31 vs prior quarter
0.0%
Ownership
+0.00pp
46B
Total Invested
123
New Positions
553
Increased
891
Reduced
239
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 46,144,498 | 10.9B | -6,112,118 | -11.7% | 13Q | SEC ↗ |
| 2 | MORGAN STANLEY | 39,663,587 | 9.4B | +3,280,476 | +9.0% | 12Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 11,634,553 | 2.7B | -11,339,843 | -49.4% | 13Q | SEC ↗ |
| 4 | FMR LLC | 9,290,687 | 2.2B | +678,444 | +7.9% | 13Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 8,645,160 | 2.0B | -606,550 | -6.6% | 13Q | SEC ↗ |
| 6 | Financial Engines Advisors L.L.C. | 8,019,224 | 1.9B | -398,730 | -4.7% | 13Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 6,888,490 | 1.6B | -857,851 | -11.1% | 13Q | SEC ↗ |
| 8 | UBS Group AG | 6,579,034 | 1.6B | -32,486 | -0.5% | 13Q | SEC ↗ |
| 9 | Baird Financial Group, Inc. | 6,026,778 | 1.4B | +178,139 | +3.0% | 13Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 5,895,769 | 1.4B | +995,230 | +20.3% | 12Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 5,512,527 | 1.3B | +133,321 | +2.5% | 6Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 5,157,221 | 1.2B | +228,571 | +4.6% | 13Q | SEC ↗ |
| 13 | LPL Financial LLC | 4,284,792 | 1.0B | -5,710 | -0.1% | 13Q | SEC ↗ |
| 14 | PRUDENTIAL FINANCIAL INC | 3,736,055 | $883M | +313,555 | +9.2% | 13Q | SEC ↗ |
| 15 | M&T Bank Corp | 3,545,083 | $838M | -252,069 | -6.6% | 13Q | SEC ↗ |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 3,385,962 | $800M | -171,627 | -4.8% | 13Q | SEC ↗ |
| 17 | Pinnacle Financial Partners, Inc. | 3,245,825 | $767M | -3,112,727 | -49.0% | 2Q | SEC ↗ |
| 18 | SYNOVUS FINANCIAL CORP | 3,240,013 | $766M | +3,839 | +0.1% | 11Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 2,641,153 | $624M | +1,133,838 | +75.2% | 13Q | SEC ↗ |
| 20 | Jasper Ridge Partners, L.P. | 2,467,155 | $583M | -57,529 | -2.3% | 13Q | SEC ↗ |
| 21 | FRANKLIN RESOURCES INC | 2,364,303 | $559M | +1,953,892 | +476.1% | 13Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 2,217,909 | $524M | -322,747 | -12.7% | 13Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 2,161,770 | $511M | -182,804 | -7.8% | 13Q | SEC ↗ |
| 24 | GLOBALT Investments LLC / GA | 1,749,104 | $413M | +62,425 | +3.7% | 10Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,606,242 | $380M | -119,782 | -6.9% | 13Q | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 1,538,757 | $364M | -1,341,847 | -46.6% | 13Q | SEC ↗ |
| 27 | STIFEL FINANCIAL CORP | 1,465,808 | $346M | -450,504 | -23.5% | 13Q | SEC ↗ |
| 28 | Focus Partners Wealth | 1,414,270 | $334M | +1,462 | +0.1% | 10Q | SEC ↗ |
| 29 | Stairway Partners, LLC | 1,331,364 | $315M | +8,307 | +0.6% | 13Q | SEC ↗ |
| 30 | NATIXIS ADVISORS, LLC | 1,275,624 | $301M | +666,853 | +109.5% | 13Q | SEC ↗ |
| 31 | 71 West Capital Partners | 1,264,328 | $299M | +123,007 | +10.8% | 2Q | SEC ↗ |
| 32 | CITIGROUP INC | 1,250,236 | $295M | -46,309 | -3.6% | 12Q | SEC ↗ |
| 33 | Cetera Investment Advisers | 1,229,673 | $291M | -65,902 | -5.1% | 13Q | SEC ↗ |
| 34 | AMERIPRISE FINANCIAL INC | 1,192,023 | $282M | -205,881 | -14.7% | 13Q | SEC ↗ |
| 35 | FIFTH THIRD BANCORP | 1,191,768 | $282M | +910,889 | +324.3% | 13Q | SEC ↗ |
| 36 | HighTower Advisors, LLC | 1,089,645 | $258M | -9,971 | -0.9% | 13Q | SEC ↗ |
| 37 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S NEW | 1,064,227 | $251M | — | +0.0% | 1Q | SEC ↗ |
| 38 | COMERICA BANK | 974,143 | $230M | +13,612 | +1.4% | 10Q | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 903,575 | $214M | +45,283 | +5.3% | 13Q | SEC ↗ |
| 40 | Waldron Private Wealth LLC | 869,615 | $206M | -11,330 | -1.3% | 13Q | SEC ↗ |
| 41 | OAKWORTH CAPITAL, INC. | 862,297 | $204M | +27,261 | +3.3% | 13Q | SEC ↗ |
| 42 | Cerity Partners LLC | 815,582 | $193M | +363,301 | +80.3% | 13Q | SEC ↗ |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 806,760 | $191M | -246,444 | -23.4% | 13Q | SEC ↗ |
| 44 | Pacific Life Fund Advisors LLC | 803,474 | $190M | -240,169 | -23.0% | 5Q | SEC ↗ |
| 45 | US BANCORP \DE | 800,890 | $189M | -23,200 | -2.8% | 13Q | SEC ↗ |
| 46 | Corient Private Wealth LLC | 781,926 | $185M | -856,067 | -52.3% | 13Q | SEC ↗ |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 780,824 | $185M | +767,726 | +5861.4% | 4Q | SEC ↗ |
| 48 | OpenArc Corporate Advisory, LLC | 747,074 | $177M | +73,719 | +10.9% | 2Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 713,313 | $169M | +102,074 | +16.7% | 13Q | SEC ↗ |
| 50 | COMMERCE BANK | 706,802 | $167M | -18,554 | -2.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,064,227 | $251M |
| TIAA Wealth Investment Management L | 645,769 | $153M |
| Legacy Edge Advisors, LLC | 227,640 | $54M |
| CIBC Bancorp USA Inc. | 190,065 | $45M |
| River Road Asset Management, LLC | 121,158 | $29M |
| Private Advisory Group LLC | 61,674 | $15M |
| GLENMEDE TRUST CO NA | 61,091 | $14M |
| FIRST NATIONAL BANK OF OMAHA | 60,014 | $14M |
| CANANDAIGUA NATIONAL CORP | 49,648 | $12M |
| OFS Enterprise LLC | 44,927 | $11M |
| Quent Long Short Global Small Cap F | 40,804 | $10M |
| Veratis Advisors, Inc. | 36,978 | $9M |
| MidFirst Bank | 32,324 | $8M |
| Wall Capital Group, Inc. | 31,554 | $7M |
| TUDOR INVESTMENT CORP ET AL | 29,401 | $7M |
| Vanguard National Trust Co | 27,706 | $7M |
| ASHTON THOMAS SECURITIES, LLC | 23,252 | $5M |
| Everhart Financial Group, Inc. | 16,628 | $4M |
| L2 Asset Management, LLC | 16,027 | $4M |
| St. Clair Advisors, LLC | 13,039 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mizuho Bank, Ltd. | 480,000 | $113M |
| Gainplan LLC | 208,239 | $49M |
| NewEdge Advisors, LLC | 126,357 | $30M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 60,000 | $14M |
| JANE STREET GROUP, LLC | 55,236 | $13M |
| AXXCESS WEALTH MANAGEMENT, LLC | 40,637 | $10M |
| J.W. COLE ADVISORS, INC. | 37,307 | $9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUE | 34,599 | $8M |
| BRIGHTON JONES LLC | 34,090 | $8M |
| Johns Hopkins University | 33,316 | $8M |
| Total Wealth Planning, LLC | 30,910 | $7M |
| MACKENZIE FINANCIAL CORP | 27,839 | $7M |
| SOL Capital Management CO | 27,399 | $6M |
| Caprock Group, LLC | 24,190 | $6M |
| SEVEN MILE ADVISORY | 24,056 | $6M |
| FIRST MERCHANTS CORP | 23,935 | $6M |
| Consolidated Portfolio Review Corp | 23,587 | $6M |
| Clearbridge Investments, LLC | 23,060 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 22,028 | $5M |
| Walleye Trading LLC | 20,967 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +3,280,476 | +9.0% | 39,663,587 |
| FRANKLIN RESOURCES INC | +1,953,892 | +476.1% | 2,364,303 |
| JONES FINANCIAL COMPANIES LLLP | +1,133,838 | +75.2% | 2,641,153 |
| WELLS FARGO & COMPANY/MN | +995,230 | +20.3% | 5,895,769 |
| FIFTH THIRD BANCORP | +910,889 | +324.3% | 1,191,768 |
| VICTORY CAPITAL MANAGEMENT INC | +767,726 | +5861.4% | 780,824 |
| FMR LLC | +678,444 | +7.9% | 9,290,687 |
| NATIXIS ADVISORS, LLC | +666,853 | +109.5% | 1,275,624 |
| EAGLE CAPITAL MANAGEMENT LLC | +379,823 | +953.4% | 419,660 |
| Cerity Partners LLC | +363,301 | +80.3% | 815,582 |
| PRUDENTIAL FINANCIAL INC | +313,555 | +9.2% | 3,736,055 |
| BlackRock, Inc. | +270,786 | +73.3% | 640,223 |
| Dynasty Wealth Management, LLC | +262,534 | +66.3% | 658,371 |
| NORTHERN TRUST CORP | +228,571 | +4.6% | 5,157,221 |
| BROWN ADVISORY INC | +213,880 | +52.7% | 619,817 |
| Valpey Financial Services, LLC | +211,726 | +21046.3% | 212,732 |
| Boston Partners | +210,590 | +332.5% | 273,930 |
| Baird Financial Group, Inc. | +178,139 | +3.0% | 6,026,778 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | +137,324 | +92.7% | 285,437 |
| RAYMOND JAMES FINANCIAL INC | +133,321 | +2.5% | 5,512,527 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -11,339,843 | -49.4% | 11,634,553 |
| BANK OF AMERICA CORP /DE | -6,112,118 | -11.7% | 46,144,498 |
| Pinnacle Financial Partners, Inc. | -3,112,727 | -49.0% | 3,245,825 |
| Rockefeller Capital Management L.P. | -1,341,847 | -46.6% | 1,538,757 |
| TIAA TRUST, NATIONAL ASSOCIATION | -1,113,399 | -98.0% | 22,211 |
| ENVESTNET ASSET MANAGEMENT INC | -857,851 | -11.1% | 6,888,490 |
| Corient Private Wealth LLC | -856,067 | -52.3% | 781,926 |
| JPMORGAN CHASE & CO | -606,550 | -6.6% | 8,645,160 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -550,510 | -96.8% | 18,099 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | -530,336 | -95.2% | 26,567 |
| STIFEL FINANCIAL CORP | -450,504 | -23.5% | 1,465,808 |
| Financial Engines Advisors L.L.C. | -398,730 | -4.7% | 8,019,224 |
| Align Financial, LLC | -340,387 | -99.5% | 1,626 |
| ROYAL BANK OF CANADA | -322,747 | -12.7% | 2,217,909 |
| M&T Bank Corp | -252,069 | -6.6% | 3,545,083 |
| BNP PARIBAS FINANCIAL MARKETS | -246,444 | -23.4% | 806,760 |
| Pacific Life Fund Advisors LLC | -240,169 | -23.0% | 803,474 |
| ZACKS INVESTMENT MANAGEMENT | -216,505 | -71.2% | 87,581 |
| AMERIPRISE FINANCIAL INC | -205,881 | -14.7% | 1,192,023 |
| TRUIST FINANCIAL CORP | -182,804 | -7.8% | 2,161,770 |