iShares Russell 1000 Value EIWDETF
13F holders, Q4 2024 (December 31)1,738holders +154
121new positions
72sold out
7famous investors
$185.15avg. 13F price*
At the end of Q4 2024, 1,738 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 154 from Q3 2024. 121 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($10.0B), Morgan Stanley ($7.1B) and Goldman Sachs Group Inc. ($2.8B). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Bill Nygren (0.0% of Harris Associates (Oakmark Funds)'s portfolio).
- Company
- iShares Russell 1000 Value E
- CUSIP
- 464287598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $235.2M |
| Exits | 72 | $225.7M |
All 13F filers, Q3 2024 → Q4 2024: 29,263,962 shares bought and 6,516,982 shares sold, net +22,746,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,738 holders
| Bank of America Corp. | 0.93% | Add +9.5% | 54,061,592 | $10.0B |
| Morgan Stanley | 0.50% | Add +20.4% | 38,377,583 | $7.1B |
| Goldman Sachs Group Inc. | 0.54% | Add +0.3% | 15,266,263 | $2.8B |
| FMR LLC | 0.10% | Add +4.0% | 9,268,989 | $1.7B |
| JPMorgan Chase & Co. | 0.14% | Add +7.8% | 9,252,043 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.51% | Reduce -3.5% | 9,013,079 | $1.7B |
| Envestnet Asset Management Inc. | 0.47% | Add +21.6% | 7,877,198 | $1.5B |
| UBS Group AG | 0.30% | Add +3.9% | 7,137,084 | $1.3B |
| Wells Fargo & Company | 0.28% | Add +36.6% | 6,284,015 | $1.2B |
| Raymond James Financial Inc. | 0.36% | — | 5,253,808 | $972.6M |
| Baird Financial Group, Inc. | 1.63% | Add +3.6% | 4,599,543 | $851.5M |
| Northern Trust Corp. | 0.11% | Add +8.8% | 4,265,281 | $789.6M |
| Jones Financial Companies LLLP | 0.70% | Reduce -35.5% | 3,985,097 | $737.8M |
| M&T Bank Corp | 2.31% | Add +4.9% | 3,720,837 | $688.8M |
| LPL Financial LLC | 0.28% | Add +12.9% | 3,720,195 | $688.7M |
| PNC Financial Services Group, Inc. | 0.42% | Add +4.3% | 3,386,955 | $627.0M |
| Prudential Financial Inc. | 0.75% | Add +52.8% | 2,966,613 | $549.2M |
| Synovus Financial Corp. | 6.87% | Add +2.3% | 2,914,288 | $539.5M |
| Jasper Ridge Partners, L.P. | 16.09% | Add +1.0% | 2,745,105 | $508.2M |
| Truist Financial Corp. | 0.73% | Add +13.6% | 2,501,354 | $463.1M |
| Royal Bank of Canada | 0.09% | Add +18.7% | 2,365,558 | $437.9M |
| Alaska Permanent Fund Corp | 6.48% | Reduce -4.3% | 2,357,188 | $436.4M |
| Stifel Financial Corp. | 0.41% | Add +9.6% | 2,135,184 | $395.3M |
| BlackRock, Inc. | 0.01% | Reduce -21.0% | 2,054,601 | $380.4M |
| Commonwealth Equity Services, LLC | 0.53% | Reduce -4.2% | 1,966,562 | $364.1M |
| GLOBALT Investments LLC / GA | 12.97% | Reduce -2.8% | 1,830,593 | $338.9M |
| Ameriprise Financial Inc. | 0.07% | Add +51.8% | 1,519,052 | $281.2M |
| Stairway Partners, LLC | 14.41% | Add +3.6% | 1,235,849 | $228.8M |
| Alliancebernstein L.P. | 0.08% | Reduce -29.4% | 1,231,290 | $227.9M |
| Cetera Investment Advisers | 0.48% | Add +11.6% | 1,231,116 | $227.9M |
| Tiaa Trust, National Association | 0.68% | Reduce -1.1% | 1,214,994 | $224.6M |
| Johns Hopkins University | 7.70% | No change | 1,105,404 | $204.6M |
| Comerica Bank | 0.81% | Add +7.1% | 1,086,718 | $201.2M |
| HighTower Advisors, LLC | 0.27% | Add +8.1% | 1,065,883 | $197.3M |
| Natixis Advisors, LLC | 0.36% | Add +125.7% | 1,035,112 | $191.6M |
| Citigroup Inc. | 0.18% | Reduce -4.9% | 1,027,987 | $190.3M |
| Rockefeller Capital Management L.P. | 0.49% | Add +0.1% | 1,016,460 | $188.2M |
| Franklin Resources Inc. | 0.05% | Add +118.9% | 936,279 | $173.3M |
| NorthCoast Asset Management LLC | 0.78% | Add +4.4% | 861,760 | $159.5M |
| US Bancorp \de | 0.21% | Reduce -1.5% | 858,624 | $159.0M |
| Waldron Private Wealth LLC | 6.34% | Reduce -0.7% | 850,844 | $157.5M |
| Oakworth Capital, Inc. | 9.73% | Add +2.4% | 764,174 | $141.5M |
| Commerce Bank | 0.86% | Reduce -1.7% | 750,734 | $139.0M |
| Bank of New York Mellon Corp | 0.02% | Add +9.0% | 728,800 | $134.9M |
| BNP Paribas Financial Markets | 0.10% | Reduce -10.6% | 697,373 | $129.1M |
| Stephens Inc. | 1.80% | Add +4.7% | 692,124 | $128.1M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +1.4% | 671,674 | $124.3M |
| 1ST Source Bank | 6.99% | Reduce -0.8% | 660,089 | $122.2M |
| Circle Wealth Management, LLC | 2.41% | Add +0.1% | 607,633 | $112.5M |
| American Century Companies Inc. | 0.06% | Reduce -2.5% | 576,258 | $106.7M |
| Nuveen Asset Management, LLC | 0.03% | Add +144.3% | 547,463 | $101.4M |
| Bank of Nova Scotia | 0.18% | Add +35.6% | 541,657 | $100.3M |
| Pathstone Holdings, LLC | 0.44% | Add +3.0% | 534,418 | $99.1M |
| Creative Planning | 0.10% | Add +1.4% | 531,691 | $98.4M |
| Mariner, LLC | 0.15% | Reduce -1.3% | 492,338 | $91.1M |
| Massachusetts Financial Services Co. | 0.03% | Add +271.5% | 484,386 | $89.7M |
| Corient Private Wealth LP | 0.15% | Reduce -0.7% | 486,496 | $89.6M |
| Focus Partners Wealth | 0.23% | Add +199.3% | 476,630 | $88.2M |
| Modera Wealth Management, LLC | 1.00% | Reduce -1.3% | 445,948 | $82.6M |
| Equity Investment Corp. | 1.91% | Add +291.7% | 439,833 | $81.4M |
| Osaic Holdings, Inc. | 0.17% | Add +6.2% | 414,639 | $76.8M |
| Cedar Mountain Advisors, LLC | 16.82% | Add +0.7% | 413,551 | $76.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 413,330 | $76.5M |
| Cassaday & Co Wealth Management LLC | 2.04% | Add +9.4% | 403,598 | $74.7M |
| Equitable Holdings, Inc. | 0.69% | Reduce -4.1% | 390,861 | $72.4M |
| Choreo, LLC | 1.03% | Add +1.3% | 388,500 | $71.9M |
| MV Capital Management, Inc. | 7.51% | Add +1.1% | 379,988 | $70.3M |
| MML Investors Services, LLC | 0.24% | Add +1.9% | 377,266 | $69.8M |
| Captrust Financial Advisors | 0.20% | Reduce -0.3% | 370,305 | $68.6M |
| Geller Advisors LLC | 4.46% | Reduce -5.5% | 367,037 | $67.9M |
| Stephens Group Asset Management, LLC | 5.64% | Reduce -0.2% | 365,537 | $67.7M |
| Bridges Investment Management Inc. | 0.94% | Reduce -1.1% | 364,036 | $67.4M |
| Landaas & Co. /Wi | 18.20% | Reduce -0.8% | 355,144 | $65.7M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +2.3% | 353,989 | $65.5M |
| Fifth Third Bancorp | 0.23% | Reduce -5.3% | 337,280 | $62.4M |
| Oppenheimer Asset Management Inc. | 0.75% | Add +461.4% | 333,272 | $61.7M |
| StoneX Group Inc. | 3.34% | Add +0.6% | 327,433 | $60.6M |
| Badgley Phelps Wealth Managers, LLC | 1.41% | Add +45.8% | 326,046 | $60.4M |
| MAI Capital Management | 0.44% | Add +4.0% | 320,421 | $59.3M |
| EP Wealth Advisors, LLC | 0.48% | Reduce -1.4% | 318,876 | $59.0M |
| Moneta Group Investment Advisors LLC | 0.82% | Add +0.8% | 315,448 | $58.4M |
| Private Advisor Group, LLC | 0.33% | Reduce -3.4% | 314,886 | $58.3M |
| Brown Advisory Inc. | 0.07% | Add +7.8% | 314,785 | $58.3M |
| Assetmark, Inc. | 0.15% | Reduce -2.8% | 300,113 | $55.6M |
| Cresset Asset Management, LLC | 0.27% | Reduce -7.3% | 300,081 | $55.6M |
| Beacon Pointe Advisors, LLC | 0.60% | Add +274.6% | 293,411 | $54.3M |
| Cambiar Investors LLC | 2.15% | Add +811.8% | 292,754 | $54.2M |
| London Co. of Virginia | 0.29% | Add +2478.4% | 290,119 | $53.7M |
| First Business Financial Services, Inc. | 5.26% | Add +0.4% | 287,455 | $53.2M |
| Janney Montgomery Scott LLC | 0.15% | Add +59.1% | 284,776 | $52.7M |
| Boston Partners | 0.06% | Add +76.2% | 263,419 | $49.3M |
| Paulson Wealth Management Inc. | 13.18% | Add +13.5% | 260,846 | $48.3M |
| FSA Wealth Management LLC | 19.08% | Reduce -0.4% | 253,893 | $47.0M |
| Wind River Trust Co | 18.44% | No change | 253,335 | $46.9M |
| Steward Partners Investment Advisory, LLC | 0.41% | Add +1.4% | 251,890 | $46.6M |
| Zacks Investment Management | 0.41% | Add +403.5% | 240,880 | $44.6M |
| Brandywine Global Investment Management, LLC | 0.32% | Reduce -29.4% | 236,914 | $43.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.5% | 223,590 | $43.6M |
| Cerity Partners LLC | 0.09% | Add +17.2% | 229,773 | $42.6M |
| Flaharty Asset Management, LLC | 6.06% | Reduce -2.3% | 224,352 | $41.5M |
"% 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.