iShares Russell 1000 Value EIWDETF
13F holders, Q3 2024 (September 30)1,584holders +61
108new positions
41sold out
6famous investors
$189.47avg. 13F price*
At the end of Q3 2024, 1,584 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 61 from Q2 2024. 108 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($9.4B), Morgan Stanley ($6.1B) and Goldman Sachs Group Inc. ($2.9B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $147.1M |
| Exits | 41 | $182.4M |
All 13F filers, Q2 2024 → Q3 2024: 6,898,195 shares bought and 8,913,472 shares sold, net −2,015,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,584 holders
| Bank of America Corp. | 0.82% | Reduce -1.7% | 49,361,800 | $9.4B |
| Morgan Stanley | 0.44% | Reduce -2.2% | 31,880,065 | $6.1B |
| Goldman Sachs Group Inc. | 0.55% | Reduce -3.5% | 15,226,451 | $2.9B |
| Financial Engines Advisors L.L.C. | 3.70% | Reduce -3.7% | 9,338,765 | $1.8B |
| FMR LLC | 0.10% | Reduce -6.8% | 8,914,295 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Reduce -4.8% | 8,580,333 | $1.6B |
| UBS Group AG | 0.37% | Add +1.8% | 6,872,118 | $1.3B |
| Envestnet Asset Management Inc. | 0.40% | Add +2.5% | 6,477,112 | $1.2B |
| Jones Financial Companies LLLP | 1.20% | Add +1.4% | 6,176,661 | $1.2B |
| Wells Fargo & Company | 0.21% | Add +0.4% | 4,600,718 | $873.2M |
| Baird Financial Group, Inc. | 1.64% | Add +18.5% | 4,439,383 | $842.6M |
| Northern Trust Corp. | 0.12% | Add +2.3% | 3,918,335 | $743.7M |
| Raymond James & Associates | 0.42% | Add +0.6% | 3,666,344 | $695.9M |
| M&T Bank Corp | 2.21% | Reduce -2.7% | 3,547,779 | $673.4M |
| LPL Financial LLC | 0.28% | Add +0.7% | 3,293,977 | $625.2M |
| PNC Financial Services Group, Inc. | 0.39% | Add +0.3% | 3,247,266 | $616.3M |
| Synovus Financial Corp. | 6.26% | Add +1.2% | 2,848,914 | $540.7M |
| Jasper Ridge Partners, L.P. | 14.70% | Add +11.2% | 2,717,576 | $515.8M |
| BlackRock, Inc. | 0.01% | — | 2,601,856 | $493.8M |
| Alaska Permanent Fund Corp | 6.85% | Reduce -0.1% | 2,463,552 | $467.6M |
| Truist Financial Corp. | 0.66% | Reduce -2.9% | 2,202,074 | $418.0M |
| Commonwealth Equity Services, LLC | 0.59% | Reduce -2.8% | 2,052,806 | $389.6M |
| Royal Bank of Canada | 0.08% | Reduce -1.4% | 1,993,105 | $378.3M |
| Stifel Financial Corp. | 0.39% | Add +3.8% | 1,947,425 | $369.6M |
| Prudential Financial Inc. | 0.52% | Add +47.0% | 1,941,256 | $368.5M |
| GLOBALT Investments LLC / GA | 13.39% | Reduce -4.1% | 1,883,364 | $357.5M |
| Alliancebernstein L.P. | 0.11% | Reduce -2.0% | 1,744,003 | $331.0M |
| Tiaa Trust, National Association | 0.70% | Reduce -1.2% | 1,229,100 | $233.3M |
| Stairway Partners, LLC | 14.51% | Add +13.9% | 1,192,974 | $226.4M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Add +4.5% | 1,172,843 | $222.6M |
| Johns Hopkins University | 7.86% | Add +77.4% | 1,105,404 | $209.8M |
| Cetera Investment Advisers | 0.46% | Reduce -1.8% | 1,103,619 | $209.5M |
| Citigroup Inc. | 0.19% | Add +8.3% | 1,081,228 | $205.2M |
| Rockefeller Capital Management L.P. | 0.52% | Add +1.5% | 1,015,714 | $192.8M |
| Comerica Bank | 0.76% | Add +0.5% | 1,014,517 | $192.6M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.6% | 1,000,778 | $189.9M |
| HighTower Advisors, LLC | 0.28% | Add +3.4% | 985,658 | $187.1M |
| US Bancorp \de | 0.21% | Reduce -11.4% | 871,802 | $165.5M |
| Waldron Private Wealth LLC | 6.75% | Reduce -4.1% | 856,548 | $162.6M |
| BNP Paribas Financial Markets | 0.15% | Add +1200216.9% | 780,206 | $148.1M |
| Commerce Bank | 0.89% | Reduce -1.1% | 763,394 | $144.9M |
| Oakworth Capital, Inc. | 9.82% | Reduce -1.0% | 746,533 | $141.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -22.8% | 668,804 | $126.9M |
| 1ST Source Bank | 7.13% | Add +0.1% | 665,762 | $126.4M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -0.7% | 662,070 | $125.7M |
| Stephens Inc. | 1.78% | Reduce -0.1% | 660,972 | $125.5M |
| Circle Wealth Management, LLC | 2.56% | Reduce -0.6% | 607,358 | $115.3M |
| American Century Companies Inc. | 0.07% | Add +311.2% | 590,826 | $112.1M |
| Creative Planning | 0.10% | Add +0.6% | 524,533 | $99.6M |
| Pathstone Holdings, LLC | 0.43% | Add +4.2% | 519,083 | $96.8M |
| Mariner, LLC | 0.17% | Reduce -1.9% | 498,835 | $94.7M |
| Corient Private Wealth LP | 0.15% | Add +2.5% | 489,907 | $93.0M |
| Natixis Advisors, LLC | 0.17% | Reduce -25.3% | 458,646 | $87.1M |
| Modera Wealth Management, LLC | 1.09% | Reduce -1.8% | 451,789 | $85.7M |
| Franklin Resources Inc. | 0.02% | Reduce -29.8% | 427,773 | $85.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.9% | 412,809 | $78.4M |
| Cedar Mountain Advisors, LLC | 17.58% | Add +0.4% | 410,900 | $78.0M |
| Equitable Holdings, Inc. | 0.75% | Reduce -3.2% | 407,619 | $77.4M |
| Bank of Nova Scotia | 0.15% | Reduce -0.6% | 399,331 | $75.8M |
| NorthCoast Asset Management LLC | 0.53% | Add +24.6% | 825,144 | $74.9M |
| Osaic Holdings, Inc. | 0.17% | Reduce -18.9% | 390,614 | $74.2M |
| Geller Advisors LLC | 5.10% | Add +2.2% | 388,498 | $73.7M |
| Choreo, LLC | 1.06% | Add +2.1% | 383,542 | $72.5M |
| MV Capital Management, Inc. | 7.57% | Reduce -0.2% | 375,840 | $71.3M |
| Captrust Financial Advisors | 0.21% | Add +1.2% | 371,589 | $70.5M |
| MML Investors Services, LLC | 0.26% | Reduce -1.4% | 370,132 | $70.3M |
| Cassaday & Co Wealth Management LLC | 1.98% | Reduce -0.7% | 369,017 | $70.0M |
| Bridges Investment Management Inc. | 0.98% | Add +2.4% | 368,083 | $69.9M |
| Stephens Group Asset Management, LLC | 5.81% | Add +1.9% | 366,172 | $69.5M |
| Landaas & Co. /Wi | 18.93% | Add +0.2% | 358,125 | $68.0M |
| Fifth Third Bancorp | 0.24% | Reduce -5.2% | 356,077 | $67.6M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +5.2% | 346,153 | $65.7M |
| Brandywine Global Investment Management, LLC | 0.44% | Add +57.4% | 335,803 | $64.7M |
| River Road Asset Management, LLC | 0.82% | Add +9.6% | 332,262 | $63.1M |
| Private Advisor Group, LLC | 0.38% | Reduce -0.9% | 325,853 | $61.8M |
| StoneX Group Inc. | 4.50% | Add +4.7% | 325,558 | $61.8M |
| Cresset Asset Management, LLC | 0.24% | Reduce -5.4% | 323,714 | $61.4M |
| EP Wealth Advisors, LLC | 0.53% | Add +3.6% | 323,336 | $61.4M |
| Moneta Group Investment Advisors LLC | 0.86% | Reduce -2.4% | 312,815 | $59.4M |
| Assetmark, Inc. | 0.17% | Reduce -46.5% | 308,875 | $58.6M |
| MAI Capital Management | 0.56% | Add +0.6% | 307,962 | $58.5M |
| Life Line Wealth Management LLC | 19.84% | New | 292,378 | $55.5M |
| Brown Advisory Inc. | 0.07% | Reduce -0.5% | 292,006 | $55.4M |
| First Business Financial Services, Inc. | 5.44% | Reduce -0.3% | 286,403 | $54.4M |
| FSA Wealth Management LLC | 19.34% | — | 255,026 | $48.4M |
| Wind River Trust Co | 18.50% | No change | 253,335 | $48.1M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +1.6% | 248,399 | $47.1M |
| Paulson Wealth Management Inc. | 11.67% | Add +7.1% | 229,861 | $43.6M |
| Flaharty Asset Management, LLC | 6.13% | Reduce -1.0% | 229,662 | $43.6M |
| Clearstead Advisors, LLC | 0.66% | Add +4.3% | 224,206 | $42.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -26.6% | 224,104 | $42.5M |
| Badgley Phelps Wealth Managers, LLC | 0.99% | Add +1.3% | 223,665 | $42.5M |
| Relyea Zuckerberg Hanson LLC | 6.38% | Reduce -0.4% | 220,773 | $41.9M |
| Blair William & Co. | 0.12% | Add +0.9% | 220,364 | $41.8M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -20.5% | 218,247 | $41.4M |
| Nadler Financial Group, Inc. | 4.56% | Reduce -1.2% | 217,885 | $41.4M |
| Comprehensive Financial Management LLC | 1.11% | No change | 210,233 | $39.9M |
| Mesirow Financial Investment Management, Inc. | 0.77% | Add +0.1% | 208,594 | $39.6M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -3.5% | 207,498 | $39.4M |
| Graypoint LLC | 2.51% | Add +6.0% | 206,280 | $39.2M |
"% 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.