Inst. Holders
50 funds
IW
IWD
ISHARES TR
$248.24 ▲ +0.13%
Prev close $247.9323 New Institutional Positions26 Institutional Exits
Snapshot
The big-picture read on IWD right now — valuation, ownership and activity at a glance.
Inst. Value
$51.8B
Inst. Activity
23 buys / 26 sells
Congressional
4 trades
Price chart 30d -3.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: IWD — 65.0% short (1.3M / 1.9M)
Short: 1,250,048 | Exempt: 4,258 | TRF Vol: 1,922,128 | Short Ratio: 65.0% | Off-exchange volume (da
Jun 30, 2026 Inst.
AMERIPRISE FINANCIAL INC — DOUBLED
8,644,566 shares ($2.1B)
Jun 30, 2026 Inst.
Corient Private Wealth LP — TRIM
446,355 shares ($108.2M)
Apr 13, 2026 Congress
Mark Warner sell
$1,001 - $15,000 — Senate
Apr 13, 2026 Congress
Mark Warner sell
$1,001 - $15,000 — Senate
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: IWD — 65.0% short (1.3M / 1.9M)
Short: 1,250,048 | Exempt: 4,258 | TRF Vol: 1,922,128 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: IWD — 58.2% short (0.5M / 0.8M)
Short: 453,472 | Exempt: 12,582 | TRF Vol: 779,690 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: IWD — 58.8% short (0.5M / 0.9M)
Short: 541,525 | Exempt: 6,529 | TRF Vol: 921,376 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: IWD — 58.2% short (0.5M / 0.8M)
Short: 470,193 | Exempt: 479 | TRF Vol: 808,571 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: IWD — 70.1% short (0.5M / 0.7M)
Short: 515,624 | Exempt: 695 | TRF Vol: 735,895 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own IWD (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $51.8B total value (213,670,771 shares) as of 2026-Q2. Top holders: BANK, MORGAN, GOLDMAN. Net selling activity: 26 institutions trimmed/exited vs 23 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 44,711,921 | $10.8B | 20.9% | — |
| MORGAN STANLEY | 40,662,951 | $9.9B | 19.0% | — |
| GOLDMAN SACHS GROUP INC | 11,508,393 | $2.8B | 5.4% | — |
| FMR LLC | 8,896,508 | $2.2B | 4.2% | — |
| AMERIPRISE FINANCIAL INC | 8,644,566 | $2.1B | 4.0% | DOUBLED +625.2% |
| JPMORGAN CHASE & CO | 8,498,901 | $2.1B | 4.0% | — |
| Financial Engines Advisors L.L.C. | 7,898,903 | $1.9B | 3.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 6,717,263 | $1.6B | 3.1% | — |
| UBS Group AG | 6,325,816 | $1.5B | 3.0% | — |
| Baird Financial Group, Inc. | 6,192,377 | $1.5B | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,192,023 | 8,644,566 | +625.2% | $2.1B |
| Corient Private Wealth LP | TRIM | 781,926 | 446,355 | -42.9% | $108.2M |
| Waverly Advisors, LLC | ADD | 272,542 | 392,600 | +44.1% | $95.2M |
| BlackRock, Inc. | TRIM | 640,223 | 337,493 | -47.3% | $81.8M |
| ALLIANCEBERNSTEIN L.P. | ADD | 204,345 | 362,548 | +77.4% | $77.5M |
| Nuveen, LLC | ADD | 170,307 | 319,031 | +87.3% | $77.3M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 806,760 | 307,073 | -61.9% | $74.4M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | NEW | — | 281,975 | — | $68.4M |
| Arax Advisory Partners | ADD | 103,128 | 165,039 | +60.0% | $40.0M |
| AMERICAN CENTURY COMPANIES INC | TRIM | 224,286 | 158,923 | -29.1% | $38.5M |
Congressional trades
IWD trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 3 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | iShares Russell 1000 Value ETF | May 1, 2026(19d) |
| Apr 13, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | iShares Russell 1000 Value ETF | May 1, 2026(19d) |
| Apr 13, 2026 | Mark Warner | D | SENATE | SELL | $1,001 - $15,000 | iShares Russell 1000 Value ETF | May 1, 2026(19d) |
| Mar 23, 2026 | Mark Warner | D | SENATE | BUY | $1,001 - $15,000 | iShares Russell 1000 Value ETF | May 1, 2026(40d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IWD.
Shares short
1,788,341
Settlement Sep 15, 2026
Change vs prior
+11.7%
Semi-monthly cycle
Days to cover
1.2
At avg daily volume