iShares Russell 1000 Value EIWDETF
13F holders, Q2 2024 (June 30)1,523holders −19
73new positions
80sold out
6famous investors
$174.28avg. 13F price*
At the end of Q2 2024, 1,523 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 19 from Q1 2024. 73 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($8.8B), Morgan Stanley ($5.7B) and Goldman Sachs Group Inc. ($2.8B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $205.5M |
| Exits | 80 | $76.0M |
All 13F filers, Q1 2024 → Q2 2024: 13,024,374 shares bought and 8,276,149 shares sold, net +4,748,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,523 holders
| Bank of America Corp. | 0.84% | Add +0.8% | 50,217,848 | $8.8B |
| Morgan Stanley | 0.44% | Add +16.9% | 32,585,550 | $5.7B |
| Goldman Sachs Group Inc. | 0.54% | Add +1.5% | 15,786,385 | $2.8B |
| Financial Engines Advisors L.L.C. | 3.76% | Reduce -1.1% | 9,701,674 | $1.7B |
| FMR LLC | 0.11% | Reduce -7.6% | 9,569,366 | $1.7B |
| JPMorgan Chase & Co. | 0.14% | Reduce -7.3% | 9,015,957 | $1.6B |
| UBS Group AG | 0.36% | Reduce -4.6% | 6,750,643 | $1.2B |
| Envestnet Asset Management Inc. | 0.38% | Add +0.6% | 6,320,932 | $1.1B |
| Jones Financial Companies LLLP | 1.23% | Reduce -27.5% | 6,093,095 | $1.1B |
| Wells Fargo & Company | 0.21% | Add +0.8% | 4,580,892 | $799.2M |
| Northern Trust Corp. | 0.11% | Add +3.6% | 3,831,775 | $668.5M |
| Baird Financial Group, Inc. | 1.36% | Add +1.4% | 3,747,624 | $653.8M |
| M&T Bank Corp | 2.17% | Reduce -0.4% | 3,646,562 | $636.2M |
| Raymond James & Associates | 0.42% | Add +0.3% | 3,644,049 | $635.8M |
| LPL Financial LLC | 0.28% | Add +2.5% | 3,270,780 | $570.7M |
| PNC Financial Services Group, Inc. | 0.38% | Reduce -1.9% | 3,236,962 | $564.8M |
| Synovus Financial Corp. | 6.49% | Add +0.5% | 2,814,214 | $491.0M |
| Alaska Permanent Fund Corp | 6.70% | Add +27.8% | 2,466,106 | $452.3M |
| BlackRock Inc. | 0.01% | Add +7.6% | 2,449,657 | $427.4M |
| Jasper Ridge Partners, L.P. | 13.80% | Reduce -3.1% | 2,444,052 | $426.4M |
| Truist Financial Corp. | 0.60% | Reduce -0.4% | 2,267,210 | $395.6M |
| Commonwealth Equity Services, LLC | 0.58% | Reduce -0.2% | 2,111,045 | $368.3M |
| Royal Bank of Canada | 0.09% | Reduce -0.4% | 2,021,020 | $352.6M |
| GLOBALT Investments LLC / GA | 13.69% | Add +0.2% | 1,964,771 | $342.8M |
| Stifel Financial Corp. | 0.37% | Add +12.8% | 1,876,813 | $327.4M |
| Alliancebernstein L.P. | 0.11% | Reduce -4.0% | 1,779,413 | $310.5M |
| Prudential Financial Inc. | 0.35% | Reduce -13.3% | 1,321,026 | $230.5M |
| Tiaa Trust, National Association | 0.67% | Reduce -1.7% | 1,244,214 | $217.0M |
| Cetera Investment Advisers | 0.45% | Reduce -8.1% | 1,123,650 | $196.0M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Add +31.6% | 1,122,375 | $195.8M |
| Stairway Partners, LLC | 14.35% | Add +1.7% | 1,047,007 | $182.7M |
| Ameriprise Financial Inc. | 0.05% | Add +0.2% | 1,038,117 | $181.1M |
| Comerica Bank | 0.73% | Add +2.0% | 1,009,103 | $176.1M |
| Rockefeller Capital Management L.P. | 0.50% | Reduce -6.1% | 1,000,300 | $174.5M |
| Citigroup Inc. | 0.17% | Reduce -3.6% | 998,589 | $174.2M |
| US Bancorp \de | 0.23% | Reduce -0.9% | 984,532 | $171.8M |
| HighTower Advisors, LLC | 0.26% | Reduce -4.5% | 953,294 | $166.3M |
| Waldron Private Wealth LLC | 6.97% | Reduce -0.8% | 893,540 | $155.9M |
| Bank of New York Mellon Corp | 0.03% | Add +8.8% | 866,591 | $151.2M |
| Hackensack Meridian Health, Inc. | 19.21% | No change | 826,000 | $144.1M |
| Commerce Bank | 0.87% | Reduce -0.3% | 771,961 | $134.7M |
| Oakworth Capital, Inc. | 9.62% | Add +1.2% | 754,219 | $131.6M |
| Focus Partners Wealth | 0.40% | Add +105.4% | 686,536 | $119.8M |
| Wealth Enhancement Advisory Services, LLC | 0.28% | Reduce -11.1% | 666,921 | $116.4M |
| 1ST Source Bank | 6.79% | Add +0.9% | 665,388 | $116.1M |
| NorthCoast Asset Management LLC | 0.99% | Add +204.5% | 662,173 | $115.5M |
| Stephens Inc. | 1.76% | Reduce -0.3% | 661,862 | $115.5M |
| Johns Hopkins University | 4.34% | No change | 623,115 | $108.7M |
| Natixis Advisors, LLC | 0.23% | Add +669.1% | 614,001 | $107.1M |
| Circle Wealth Management, LLC | 2.47% | No change | 611,273 | $106.6M |
| Franklin Resources Inc. | 0.03% | Add +177.3% | 609,570 | $106.4M |
| Assetmark, Inc. | 0.31% | Add +1407312.2% | 577,039 | $100.7M |
| Creative Planning | 0.10% | Reduce -0.6% | 521,363 | $91.0M |
| Mariner, LLC | 0.17% | Reduce -9.5% | 508,220 | $88.7M |
| Pathstone Holdings, LLC | 0.39% | Add +40.3% | 498,287 | $86.9M |
| Osaic Holdings, Inc. | 0.20% | Add +0.9% | 481,782 | $84.1M |
| Corient Private Wealth LP | 0.15% | Reduce -1.7% | 477,806 | $83.4M |
| Modera Wealth Management, LLC | 1.18% | Reduce -0.5% | 460,106 | $80.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.6% | 424,936 | $74.1M |
| Equitable Holdings, Inc. | 0.77% | Reduce -12.0% | 421,078 | $73.5M |
| Cedar Mountain Advisors, LLC | 17.64% | Add +1.1% | 409,407 | $71.4M |
| Bank of Nova Scotia | 0.14% | Add +4.9% | 401,595 | $70.1M |
| Geller Advisors LLC | 4.92% | Add +9.8% | 380,182 | $66.3M |
| MV Capital Management, Inc. | 7.39% | Reduce -0.1% | 376,623 | $65.7M |
| Fifth Third Bancorp | 0.25% | Reduce -6.7% | 375,645 | $65.5M |
| MML Investors Services, LLC | 0.26% | Reduce -1.1% | 375,249 | $65.5M |
| Choreo, LLC | 1.09% | Add +10.3% | 375,758 | $65.1M |
| Cassaday & Co Wealth Management LLC | 2.04% | Reduce -1.8% | 371,781 | $64.9M |
| Captrust Financial Advisors | 0.21% | Reduce -2.5% | 367,259 | $64.1M |
| Stephens Group Asset Management, LLC | 5.72% | Reduce -0.4% | 359,417 | $62.7M |
| Bridges Investment Management Inc. | 0.95% | Add +49.9% | 359,316 | $62.7M |
| Landaas & Co. /Wi | 19.00% | Reduce -1.0% | 357,468 | $62.4M |
| Cresset Asset Management, LLC | 0.25% | Reduce -9.4% | 342,159 | $59.7M |
| Cullen/Frost Bankers, Inc. | 0.83% | Add +0.0% | 329,145 | $57.4M |
| Private Advisor Group, LLC | 0.39% | Add +0.7% | 328,896 | $57.4M |
| Moneta Group Investment Advisors LLC | 0.89% | Add +1.8% | 320,461 | $55.9M |
| EP Wealth Advisors, LLC | 0.58% | Reduce -1.1% | 311,955 | $54.4M |
| StoneX Group Inc. | 4.34% | Add +3.1% | 310,947 | $54.3M |
| MAI Capital Management | 0.53% | Add +1.2% | 306,168 | $53.4M |
| Nuveen Asset Management, LLC | 0.02% | Add +309.0% | 305,121 | $53.2M |
| River Road Asset Management, LLC | 0.76% | New | 303,307 | $52.9M |
| Brown Advisory Inc. | 0.07% | Add +1.9% | 293,496 | $51.2M |
| First Business Financial Services, Inc. | 5.31% | Reduce -0.4% | 287,183 | $50.1M |
| CFS Investment Advisory Services, LLC | 3.97% | New | 280,634 | $49.0M |
| Thrivent Financial for Lutherans | 0.10% | Add +4.5% | 274,573 | $47.9M |
| Wind River Trust Co | 17.92% | No change | 253,335 | $44.2M |
| Steward Partners Investment Advisory, LLC | 0.45% | Add +1.8% | 244,579 | $42.7M |
| Flaharty Asset Management, LLC | 5.98% | Add +0.6% | 231,891 | $40.5M |
| Relyea Zuckerberg Hanson LLC | 6.48% | Add +1.9% | 221,560 | $38.7M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Reduce -1.9% | 220,712 | $38.5M |
| Nadler Financial Group, Inc. | 4.52% | Add +1.1% | 220,487 | $38.5M |
| Blair William & Co. | 0.12% | Add +5.3% | 218,426 | $38.1M |
| Clearstead Advisors, LLC | 0.64% | Add +1174.0% | 214,912 | $37.5M |
| Paulson Wealth Management Inc. | 10.93% | Add +1.0% | 214,589 | $37.4M |
| Brandywine Global Investment Management, LLC | 0.28% | Reduce -4.8% | 213,414 | $37.2M |
| Comprehensive Financial Management LLC | 1.29% | No change | 210,233 | $36.7M |
| Mesirow Financial Investment Management, Inc. | 0.82% | Reduce -0.8% | 208,437 | $36.4M |
| Kestra Advisory Services, LLC | 0.20% | Add +1.0% | 214,933 | $36.3M |
| Regions Financial Corp. | 0.27% | Add +1.8% | 201,083 | $35.1M |
| First Horizon Advisors, Inc. | 1.06% | Reduce -3.0% | 199,601 | $34.8M |
"% 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.