iShares Russell 1000 Value EIWDETF
13F holders, Q2 2026 (June 30)1,981holders +73
143new positions
66sold out
9famous investors
$242.46avg. 13F price*
At the end of Q2 2026, 1,981 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 73 from Q1 2026. 143 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($10.8B), Morgan Stanley ($9.9B) and Goldman Sachs Group Inc. ($2.8B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 143 | $191.7M |
| Exits | 66 | $285.5M |
All 13F filers, Q1 2026 → Q2 2026: 12,434,904 shares bought and 14,902,869 shares sold, net −2,467,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,981 holders
| Bank of America Corp. | 0.70% | Reduce -3.1% | 44,711,921 | $10.8B |
| Morgan Stanley | 0.52% | Reduce -3.7% | 40,662,951 | $9.9B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -1.1% | 11,508,393 | $2.8B |
| FMR LLC | 0.09% | Reduce -4.2% | 8,896,508 | $2.2B |
| Ameriprise Financial Inc. | 0.43% | Add +625.2% | 8,644,566 | $2.1B |
| JPMorgan Chase & Co. | 0.12% | Reduce -1.7% | 8,498,901 | $2.1B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -1.5% | 7,898,903 | $1.9B |
| Envestnet Asset Management Inc. | 0.38% | Reduce -2.5% | 6,717,263 | $1.6B |
| UBS Group AG | 0.24% | Reduce -3.9% | 6,325,816 | $1.5B |
| Baird Financial Group, Inc. | 2.06% | Add +2.8% | 6,192,377 | $1.5B |
| Wells Fargo & Company | 0.24% | Add +13.4% | 5,686,036 | $1.4B |
| Raymond James Financial Inc. | 0.34% | Reduce -5.1% | 5,232,373 | $1.3B |
| Northern Trust Corp. | 0.12% | Reduce -19.3% | 4,160,192 | $1.0B |
| LPL Financial LLC | 0.22% | Reduce -5.6% | 4,042,964 | $980.1M |
| M&T Bank Corp | 2.70% | Reduce -0.0% | 3,793,923 | $919.8M |
| PNC Financial Services Group, Inc. | 0.41% | Add +0.7% | 3,411,025 | $826.9M |
| Pinnacle Financial Partners, Inc. | 5.38% | Add +0.3% | 3,257,065 | $789.6M |
| Prudential Financial Inc. | 0.82% | Reduce -16.8% | 3,107,712 | $753.4M |
| Jones Financial Companies LLLP | 0.26% | Add +2.9% | 2,718,123 | $659.8M |
| Royal Bank of Canada | 0.09% | Reduce -1.4% | 2,187,427 | $530.3M |
| Truist Financial Corp. | 0.62% | Reduce -0.8% | 2,143,441 | $519.6M |
| Jasper Ridge Partners, L.P. | 10.57% | Reduce -17.1% | 2,045,358 | $495.9M |
| Stifel Financial Corp. | 0.37% | Add +24.3% | 1,821,926 | $441.7M |
| GLOBALT Investments LLC / GA | 14.03% | Reduce -1.9% | 1,715,696 | $415.9M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -0.3% | 1,601,482 | $388.2M |
| Rockefeller Capital Management L.P. | 0.57% | Reduce -0.3% | 1,534,580 | $372.0M |
| Focus Partners Wealth | 0.35% | Add +0.2% | 1,416,627 | $343.4M |
| Stairway Partners, LLC | 15.21% | Add +0.0% | 1,331,855 | $322.9M |
| 71 West Capital Partners | 10.95% | Add +3.4% | 1,306,647 | $316.8M |
| Cetera Investment Advisers | 0.28% | Add +1.3% | 1,245,656 | $302.0M |
| Natixis Advisors, LLC | 0.32% | Reduce -6.9% | 1,187,387 | $287.9M |
| Citigroup Inc. | 0.13% | Add +6.7% | 1,172,263 | $284.2M |
| Fifth Third Bancorp | 0.45% | Reduce -3.3% | 1,152,535 | $279.4M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.91% | Add +2.8% | 1,093,500 | $265.1M |
| HighTower Advisors, LLC | 0.24% | Reduce -4.4% | 1,041,916 | $252.6M |
| Oakworth Capital, Inc. | 10.15% | Add +1.8% | 877,912 | $213.4M |
| Waldron Private Wealth LLC | 7.16% | Reduce -1.9% | 853,400 | $206.9M |
| Cerity Partners LLC | 0.25% | Add +4.0% | 848,030 | $205.6M |
| OpenArc Corporate Advisory, LLC | 2.33% | Add +8.0% | 807,045 | $195.7M |
| US Bancorp \de | 0.21% | Reduce -0.9% | 793,380 | $192.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -12.9% | 786,854 | $190.8M |
| Osaic Holdings, Inc. | 0.22% | Add +10.1% | 785,470 | $190.4M |
| Victory Capital Management Inc. | 0.10% | Reduce -4.9% | 742,315 | $180.0M |
| Brown Advisory Inc. | 0.27% | Reduce -1.1% | 730,583 | $177.1M |
| Dynasty Wealth Management, LLC | 1.31% | Add +10.2% | 725,606 | $175.9M |
| Circle Wealth Management, LLC | 2.05% | No change | 672,670 | $163.1M |
| Commerce Bank | 0.71% | Reduce -6.1% | 663,733 | $160.9M |
| Franklin Resources Inc. | 0.04% | Reduce -72.0% | 663,216 | $160.8M |
| TIAA Wealth Investment Management LLC | 1.03% | Reduce -1.5% | 636,075 | $154.4M |
| 1ST Source Bank | 6.95% | Add +1.7% | 632,344 | $153.3M |
| Stephens Inc. | 1.61% | Add +1.9% | 593,962 | $144.0M |
| Creative Planning | 0.07% | Reduce -5.2% | 509,090 | $123.4M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -0.7% | 494,171 | $122.0M |
| Pathstone Holdings, LLC | 0.34% | Add +2.3% | 480,631 | $116.5M |
| Captrust Financial Advisors | 0.17% | Add +6.0% | 461,550 | $111.9M |
| Mariner, LLC | 0.11% | Reduce -5.2% | 453,552 | $110.0M |
| Corient Private Wealth LP | 0.15% | Reduce -42.9% | 446,355 | $108.2M |
| Cullen/Frost Bankers, Inc. | 1.06% | Add +1.7% | 442,652 | $107.3M |
| Stephens Group Asset Management, LLC | 5.87% | Reduce -0.7% | 428,133 | $103.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -10.0% | 414,670 | $100.5M |
| Cassaday & Co Wealth Management LLC | 1.86% | Reduce -2.5% | 407,487 | $98.8M |
| Choreo, LLC | 1.08% | Add +0.5% | 404,733 | $98.1M |
| Marquette Asset Management, LLC | 12.42% | Add +1.1% | 397,757 | $96.4M |
| Cedar Mountain Advisors, LLC | 16.50% | Add +0.0% | 395,280 | $95.8M |
| Waverly Advisors, LLC | 0.55% | Add +44.0% | 392,600 | $95.2M |
| Landaas & Co. /Wi | 16.99% | Add +3.1% | 385,177 | $93.4M |
| MAI Capital Management | 0.35% | Add +5.9% | 382,514 | $92.7M |
| Steward Partners Investment Advisory, LLC | 0.47% | Add +0.3% | 382,011 | $92.6M |
| StoneX Group Inc. | 3.56% | Add +1.5% | 364,575 | $88.4M |
| Bank of Nova Scotia | 0.13% | Reduce -15.3% | 360,680 | $87.4M |
| Modera Wealth Management, LLC | 0.93% | Reduce -1.2% | 359,145 | $87.1M |
| Moneta Group Investment Advisors LLC | 0.63% | Reduce -0.5% | 353,038 | $85.6M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 337,493 | $81.8M |
| MV Capital Management, Inc. | 7.14% | Reduce -2.5% | 332,274 | $80.6M |
| Cresset Asset Management, LLC | 0.29% | Add +1.1% | 327,952 | $79.5M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -4.5% | 321,271 | $77.9M |
| EP Wealth Advisors, LLC | 0.30% | Add +5.5% | 319,919 | $77.6M |
| Alliancebernstein L.P. | 0.03% | Add +77.4% | 362,548 | $77.5M |
| Nuveen, LLC | 0.02% | Add +87.3% | 319,031 | $77.3M |
| Private Advisor Group, LLC | 0.34% | Reduce -7.2% | 309,791 | $75.1M |
| BNP Paribas Financial Markets | 0.04% | Reduce -61.9% | 307,073 | $74.4M |
| MML Investors Services, LLC | 0.15% | Reduce -24.1% | 304,240 | $73.8M |
| Bank of Montreal | 0.03% | Add +6.6% | 301,351 | $73.1M |
| Lido Advisors, LLC | 0.25% | Reduce -8.0% | 284,963 | $69.1M |
| Caisse de depot et placement du Quebec | 0.10% | New | 281,975 | $68.4M |
| Beirne Wealth Consulting Services, LLC | 13.11% | Add +195.4% | 271,741 | $65.9M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -1.2% | 269,580 | $65.4M |
| First Business Financial Services, Inc. | 5.00% | Reduce -0.1% | 265,835 | $64.4M |
| Mission Wealth Management, LP | 0.80% | Add +18.2% | 265,552 | $64.4M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -22.8% | 261,551 | $63.4M |
| SMI Advisory Services, LLC | 10.25% | Reduce -5.3% | 255,736 | $63.2M |
| Badgley Phelps Wealth Managers, LLC | 1.10% | Add +3.4% | 259,924 | $63.0M |
| Mercer Global Advisors Inc. | 0.08% | Add +11.4% | 257,408 | $62.4M |
| Bridges Investment Management Inc. | 0.75% | Reduce -1.4% | 253,556 | $61.5M |
| Paulson Wealth Management Inc. | 13.03% | Reduce -7.3% | 253,476 | $61.5M |
| HB Wealth Management, LLC | 0.33% | Add +3.4% | 244,415 | $59.3M |
| Equity Investment Corp. | 1.12% | Reduce -39.8% | 241,235 | $58.5M |
| Blair William & Co. | 0.15% | Reduce -10.3% | 232,981 | $56.5M |
| Kestra Private Wealth Services, LLC | 0.61% | Add +4.2% | 229,113 | $55.5M |
| Concurrent Investment Advisors, LLC | 0.46% | Add +17.6% | 222,877 | $54.0M |
"% of holder's portfolio" is IWD's weight in each manager's 13F, not the share of iShares Russell 1000 Value E the manager owns.