iShares Russell 1000 Value EIWDETF
13F holders, Q1 2024 (March 31)1,542holders
4famous investors
$179.06avg. 13F price*
At the end of Q1 2024, 1,542 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings. The largest holders were Bank of America Corp. ($8.9B), Morgan Stanley ($5.0B) and Goldman Sachs Group Inc. ($2.8B). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $93.9M |
| Exits | 97 | $359.4M |
Ownership 1,542 holders
| Bank of America Corp. | 0.88% | Reduce -10.6% | 49,796,810 | $8.9B |
| Morgan Stanley | 0.40% | Reduce -1.2% | 27,872,029 | $5.0B |
| Goldman Sachs Group Inc. | 0.59% | Reduce -1.0% | 15,546,201 | $2.8B |
| FMR LLC | 0.12% | Reduce -2.8% | 10,354,679 | $1.9B |
| Financial Engines Advisors L.L.C. | 3.96% | Reduce -2.9% | 9,806,320 | $1.8B |
| JPMorgan Chase & Co. | 0.16% | Reduce -2.3% | 9,725,382 | $1.7B |
| Jones Financial Companies LLLP | 2.05% | Reduce -4.3% | 8,401,595 | $1.5B |
| UBS Group AG | 0.42% | Reduce -4.5% | 7,077,031 | $1.3B |
| Envestnet Asset Management Inc. | 0.42% | Reduce -12.3% | 6,283,696 | $1.1B |
| Wells Fargo & Company | 0.22% | Reduce -7.4% | 4,544,968 | $814.0M |
| Northern Trust Corp. | 0.11% | Reduce -1.6% | 3,698,945 | $662.5M |
| Baird Financial Group, Inc. | 1.39% | Add +0.6% | 3,695,068 | $661.8M |
| M&T Bank Corp | 2.28% | Reduce -0.4% | 3,660,916 | $655.7M |
| Raymond James & Associates | 0.44% | Reduce -0.3% | 3,632,089 | $650.5M |
| PNC Financial Services Group, Inc. | 0.41% | Add +0.1% | 3,297,987 | $590.7M |
| LPL Financial LLC | 0.31% | Add +7.2% | 3,190,479 | $571.4M |
| Synovus Financial Corp. | 6.51% | Add +0.5% | 2,799,214 | $501.4M |
| Jasper Ridge Partners, L.P. | 14.20% | Add +17.0% | 2,521,082 | $451.6M |
| BlackRock Inc. | 0.01% | Reduce -40.0% | 2,277,133 | $407.9M |
| Truist Financial Corp. | 0.62% | Reduce -13.7% | 2,276,853 | $407.8M |
| Commonwealth Equity Services, LLC | 0.63% | Add +0.9% | 2,115,035 | $378.8M |
| Royal Bank of Canada | 0.09% | Reduce -12.7% | 2,029,988 | $363.6M |
| GLOBALT Investments LLC / GA | 13.99% | Reduce -2.1% | 1,961,432 | $351.3M |
| Alaska Permanent Fund Corp | 5.09% | Add +85.8% | 1,929,517 | $345.6M |
| Alliancebernstein L.P. | 0.12% | Reduce -3.6% | 1,853,417 | $332.0M |
| Stifel Financial Corp. | 0.34% | Reduce -15.5% | 1,663,243 | $297.9M |
| Prudential Financial Inc. | 0.38% | Add +12.6% | 1,522,990 | $272.8M |
| Tiaa Trust, National Association | 0.69% | Reduce -1.3% | 1,265,994 | $226.8M |
| Cetera Investment Advisers | 0.52% | Add +162.1% | 1,223,017 | $219.1M |
| Rockefeller Capital Management L.P. | 0.56% | Reduce -18.4% | 1,065,067 | $190.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -5.5% | 1,035,662 | $185.7M |
| Citigroup Inc. | 0.20% | Reduce -1.0% | 1,036,400 | $185.6M |
| Stairway Partners, LLC | 14.89% | Add +28.3% | 1,029,059 | $184.3M |
| HighTower Advisors, LLC | 0.29% | Reduce -2.8% | 998,710 | $178.9M |
| US Bancorp \de | 0.25% | Add +0.6% | 993,630 | $178.0M |
| Comerica Bank | 0.76% | Reduce -8.0% | 989,703 | $177.3M |
| Waldron Private Wealth LLC | 7.28% | Reduce -1.1% | 900,430 | $161.3M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +0.0% | 852,970 | $152.8M |
| Hackensack Meridian Health, Inc. | 19.89% | No change | 826,000 | $147.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.5% | 796,261 | $142.6M |
| Commerce Bank | 0.92% | Reduce -0.6% | 774,377 | $138.7M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -1.1% | 750,245 | $134.4M |
| Oakworth Capital, Inc. | 10.05% | Add +1.5% | 745,441 | $133.5M |
| Alera Investment Advisors, LLC | 18.02% | Reduce -8.7% | 744,086 | $133.3M |
| Stephens Inc. | 1.84% | Reduce -1.2% | 663,856 | $118.9M |
| 1ST Source Bank | 6.86% | Add +11.5% | 659,143 | $118.1M |
| Johns Hopkins University | 4.35% | No change | 623,115 | $111.6M |
| Circle Wealth Management, LLC | 2.72% | Reduce -1.5% | 611,273 | $109.5M |
| Mariner, LLC | 0.21% | Add +1.5% | 561,715 | $100.6M |
| Creative Planning | 0.10% | Add +0.3% | 524,227 | $93.9M |
| BNP Paribas Financial Markets | 0.11% | Add +1.0% | 510,428 | $91.4M |
| Corient Private Wealth LP | 0.16% | Add +0.3% | 486,172 | $87.1M |
| Equitable Holdings, Inc. | 0.97% | Add +0.6% | 478,392 | $85.7M |
| Osaic Holdings, Inc. | 0.19% | Reduce -32.5% | 477,625 | $85.6M |
| Modera Wealth Management, LLC | 1.26% | Reduce -2.0% | 462,448 | $82.8M |
| Strategic Wealth Partners Group, LLC | 8.65% | Reduce -0.6% | 437,499 | $78.4M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Reduce -1.1% | 427,271 | $76.5M |
| Cedar Mountain Advisors, LLC | 18.24% | Add +0.6% | 404,913 | $72.5M |
| Fifth Third Bancorp | 0.28% | Reduce -13.4% | 402,677 | $72.1M |
| Bank of Nova Scotia | 0.14% | Reduce -4.8% | 382,825 | $68.6M |
| MML Investors Services, LLC | 0.28% | Reduce -4.5% | 379,583 | $68.0M |
| Cassaday & Co Wealth Management LLC | 2.21% | Reduce -1.0% | 378,680 | $67.8M |
| Cresset Asset Management, LLC | 0.33% | Reduce -69.3% | 377,806 | $67.7M |
| MV Capital Management, Inc. | 7.73% | Reduce -1.0% | 377,065 | $67.5M |
| Captrust Financial Advisors | 0.25% | Add +8.7% | 376,830 | $67.5M |
| Landaas & Co. /Wi | 21.04% | Add +1.6% | 361,108 | $64.7M |
| Stephens Group Asset Management, LLC | 5.90% | Add +1.0% | 360,760 | $64.6M |
| Pathstone Holdings, LLC | 0.30% | Add +6.8% | 355,085 | $63.6M |
| Geller Advisors LLC | 5.03% | Reduce -12.4% | 346,163 | $62.0M |
| Choreo, LLC | 1.57% | Reduce -1.6% | 340,651 | $61.0M |
| Focus Partners Wealth | 0.49% | Add +510.8% | 334,297 | $59.9M |
| Cullen/Frost Bankers, Inc. | 0.87% | Reduce -1.4% | 329,049 | $58.9M |
| Private Advisor Group, LLC | 0.42% | Reduce -1.5% | 326,779 | $58.5M |
| EP Wealth Advisors, LLC | 0.66% | Reduce -2.3% | 315,528 | $56.5M |
| Moneta Group Investment Advisors LLC | 0.92% | Add +26.4% | 314,743 | $56.4M |
| MAI Capital Management | 0.57% | Add +20.3% | 302,622 | $54.2M |
| StoneX Group Inc. | 4.85% | Add +2.0% | 301,462 | $54.0M |
| First Business Financial Services, Inc. | 5.54% | Add +0.6% | 288,324 | $51.6M |
| Brown Advisory Inc. | 0.07% | Reduce -5.5% | 288,041 | $51.6M |
| Thrivent Financial for Lutherans | 0.09% | Add +2.6% | 262,838 | $47.1M |
| Wind River Trust Co | 16.51% | No change | 253,335 | $45.4M |
| FSA Wealth Management LLC | 19.42% | Add +3.0% | 249,131 | $44.6M |
| Gainplan LLC | 21.49% | New | 248,109 | $44.4M |
| Steward Partners Investment Advisory, LLC | 0.47% | Reduce -0.8% | 240,289 | $43.0M |
| Bridges Investment Management Inc. | 1.34% | Add +2.0% | 239,722 | $42.9M |
| Flaharty Asset Management, LLC | 6.13% | Reduce -5.4% | 230,618 | $41.3M |
| Badgley Phelps Wealth Managers, LLC | 1.01% | Reduce -34.3% | 225,080 | $40.3M |
| Brandywine Global Investment Management, LLC | 0.29% | Reduce -6.3% | 224,282 | $40.2M |
| Franklin Resources Inc. | 0.01% | Add +527.2% | 219,815 | $39.4M |
| Nadler Financial Group, Inc. | 4.81% | Reduce -0.4% | 217,999 | $39.0M |
| Relyea Zuckerberg Hanson LLC | 6.83% | Add +1.8% | 217,546 | $39.0M |
| NorthCoast Asset Management LLC | 0.50% | Add +11189.7% | 217,439 | $38.9M |
| Kestra Advisory Services, LLC | 0.26% | Add +21.8% | 212,875 | $38.1M |
| Paulson Wealth Management Inc. | 11.19% | Add +5.8% | 212,415 | $38.0M |
| Comprehensive Financial Management LLC | 1.22% | No change | 210,233 | $37.7M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +5.3% | 210,170 | $37.6M |
| Blair William & Co. | 0.12% | Add +0.8% | 207,511 | $37.2M |
| First Horizon Advisors, Inc. | 1.14% | Reduce -5.6% | 205,861 | $36.9M |
| Mission Wealth Management, LP | 0.97% | Add +3.4% | 201,831 | $36.1M |
| Simon Quick Advisors, LLC | 2.70% | Reduce -0.2% | 200,835 | $36.0M |
"% 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.