iShares Russell 1000 Value EIWDETF
13F holders, Q1 2025 (March 31)1,719holders −19
105new positions
108sold out
5famous investors
$187.37avg. 13F price*
At the end of Q1 2025, 1,719 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 19 from Q4 2024. 105 opened new positions and 108 sold out. The largest holders were Bank of America Corp. ($9.5B), Morgan Stanley ($7.2B) and Goldman Sachs Group Inc. ($2.9B). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $393.4M |
| Exits | 108 | $193.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,548,194 shares bought and 17,863,773 shares sold, net −8,315,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,719 holders
| Bank of America Corp. | 0.85% | Reduce -6.5% | 50,568,567 | $9.5B |
| Morgan Stanley | 0.52% | Reduce -0.3% | 38,268,369 | $7.2B |
| Goldman Sachs Group Inc. | 0.56% | Add +2.4% | 15,629,692 | $2.9B |
| FMR LLC | 0.11% | Reduce -0.1% | 9,260,920 | $1.7B |
| JPMorgan Chase & Co. | 0.13% | Reduce -1.8% | 9,085,957 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.54% | Reduce -2.8% | 8,759,085 | $1.6B |
| UBS Group AG | 0.33% | Add +11.5% | 7,960,372 | $1.5B |
| Envestnet Asset Management Inc. | 0.40% | Reduce -16.9% | 6,542,115 | $1.2B |
| Raymond James Financial Inc. | 0.35% | Reduce -6.7% | 4,901,855 | $922.3M |
| Baird Financial Group, Inc. | 1.70% | Add +1.8% | 4,681,498 | $880.9M |
| Wells Fargo & Company | 0.21% | Reduce -26.6% | 4,615,805 | $868.5M |
| Northern Trust Corp. | 0.13% | Add +5.9% | 4,518,369 | $850.2M |
| LPL Financial LLC | 0.29% | Add +6.2% | 3,949,393 | $743.1M |
| M&T Bank Corp | 2.61% | Add +2.2% | 3,804,155 | $715.8M |
| PNC Financial Services Group, Inc. | 0.33% | Reduce -0.9% | 3,355,155 | $631.3M |
| Synovus Financial Corp. | 7.74% | Add +9.0% | 3,175,934 | $597.6M |
| Jasper Ridge Partners, L.P. | 16.17% | Reduce -2.6% | 2,674,684 | $503.3M |
| Prudential Financial Inc. | 0.71% | Reduce -10.8% | 2,647,656 | $498.2M |
| Jones Financial Companies LLLP | 0.42% | Reduce -36.5% | 2,531,729 | $471.6M |
| Truist Financial Corp. | 0.69% | Reduce -8.0% | 2,300,795 | $432.9M |
| Commonwealth Equity Services, LLC | 0.56% | Add +6.3% | 2,089,385 | $393.1M |
| Royal Bank of Canada | 0.09% | Reduce -13.1% | 2,055,995 | $386.9M |
| Stifel Financial Corp. | 0.38% | Reduce -11.4% | 1,892,525 | $356.1M |
| Alaska Permanent Fund Corp | 4.80% | Reduce -20.4% | 1,875,445 | $341.8M |
| GLOBALT Investments LLC / GA | 13.72% | Reduce -2.5% | 1,784,053 | $335.7M |
| BlackRock, Inc. | 0.01% | Reduce -13.5% | 1,776,693 | $334.3M |
| Corient Private Wealth LP | 0.49% | Add +227.1% | 1,591,418 | $299.4M |
| Stairway Partners, LLC | 14.75% | Add +2.9% | 1,271,722 | $239.3M |
| Ameriprise Financial Inc. | 0.06% | Reduce -17.6% | 1,251,732 | $235.4M |
| Pacific Life Fund Advisors LLC | 26.10% | New | 1,236,524 | $232.7M |
| Tiaa Trust, National Association | 0.70% | Reduce -1.7% | 1,194,557 | $224.8M |
| Cetera Investment Advisers | 0.43% | Reduce -4.0% | 1,181,842 | $222.4M |
| Alliancebernstein L.P. | 0.08% | Reduce -4.7% | 1,173,801 | $220.9M |
| Citigroup Inc. | 0.17% | Add +13.7% | 1,168,953 | $220.0M |
| Rockefeller Capital Management L.P. | 0.51% | Add +7.5% | 1,092,493 | $205.6M |
| Franklin Resources Inc. | 0.06% | Add +8.4% | 1,015,394 | $191.1M |
| Comerica Bank | 0.79% | Reduce -7.6% | 1,003,989 | $188.9M |
| HighTower Advisors, LLC | 0.25% | Reduce -8.3% | 977,118 | $183.9M |
| Natixis Advisors, LLC | 0.33% | Reduce -8.2% | 950,191 | $178.8M |
| NorthCoast Asset Management LLC | 0.89% | Add +9.2% | 941,235 | $177.1M |
| American Century Companies Inc. | 0.11% | Add +62.3% | 935,164 | $176.0M |
| Waldron Private Wealth LLC | 7.72% | Add +2.2% | 869,533 | $163.6M |
| US Bancorp \de | 0.21% | Reduce -1.2% | 848,496 | $159.7M |
| Johns Hopkins University | 6.01% | Reduce -23.4% | 846,133 | $159.2M |
| Oakworth Capital, Inc. | 10.25% | Add +2.4% | 782,181 | $147.2M |
| Commerce Bank | 0.90% | Reduce -0.1% | 750,163 | $141.2M |
| BNP Paribas Financial Markets | 0.10% | Add +1.7% | 709,385 | $133.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.2% | 705,338 | $132.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +3.6% | 695,968 | $131.0M |
| 1ST Source Bank | 7.49% | Add +2.3% | 675,118 | $127.0M |
| Stephens Inc. | 1.72% | Reduce -9.8% | 624,645 | $117.5M |
| Circle Wealth Management, LLC | 2.65% | No change | 607,633 | $114.3M |
| Pathstone Holdings, LLC | 0.45% | Add +2.8% | 549,555 | $103.5M |
| Bank of Nova Scotia | 0.23% | Reduce -0.5% | 539,180 | $101.5M |
| Creative Planning | 0.09% | Add +0.9% | 536,335 | $100.9M |
| Mariner, LLC | 0.16% | Add +3.4% | 508,887 | $95.8M |
| Focus Partners Wealth | 0.23% | Add +0.1% | 476,848 | $89.7M |
| Osaic Holdings, Inc. | 0.19% | Add +11.6% | 462,672 | $87.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +9.0% | 450,423 | $84.8M |
| Modera Wealth Management, LLC | 1.12% | Reduce -1.4% | 439,699 | $82.7M |
| Cedar Mountain Advisors, LLC | 17.49% | Add +0.3% | 414,979 | $78.1M |
| Equitable Holdings, Inc. | 0.72% | Add +2.9% | 402,213 | $75.7M |
| Choreo, LLC | 1.17% | Add +3.1% | 400,743 | $75.4M |
| MML Investors Services, LLC | 0.25% | Add +5.8% | 399,099 | $75.1M |
| Cassaday & Co Wealth Management LLC | 2.11% | Reduce -1.4% | 397,810 | $74.9M |
| Stephens Group Asset Management, LLC | 5.95% | Add +7.3% | 392,301 | $73.8M |
| Bridges Investment Management Inc. | 1.05% | Add +6.0% | 385,699 | $72.6M |
| MV Capital Management, Inc. | 7.76% | Add +1.1% | 384,195 | $72.3M |
| Captrust Financial Advisors | 0.17% | Reduce -0.5% | 368,369 | $69.3M |
| Landaas & Co. /Wi | 18.72% | Add +1.3% | 359,893 | $67.7M |
| Cullen/Frost Bankers, Inc. | 0.95% | Add +1.5% | 359,247 | $67.6M |
| StoneX Group Inc. | 3.45% | Add +1.9% | 333,681 | $62.8M |
| MAI Capital Management | 0.46% | Add +1.7% | 326,012 | $61.3M |
| Moneta Group Investment Advisors LLC | 0.84% | Add +2.8% | 324,419 | $61.0M |
| Private Advisor Group, LLC | 0.37% | Add +2.3% | 322,231 | $60.6M |
| Fifth Third Bancorp | 0.23% | Reduce -5.1% | 320,212 | $60.3M |
| Steward Partners Investment Advisory, LLC | 0.53% | Add +26.9% | 319,708 | $60.2M |
| EP Wealth Advisors, LLC | 0.47% | Reduce -1.9% | 312,937 | $58.9M |
| Nuveen, LLC | 0.02% | — | 309,687 | $58.3M |
| Coho Partners, Ltd. | 3.48% | Add +44.5% | 306,766 | $57.7M |
| First Business Financial Services, Inc. | 5.48% | Add +3.0% | 296,034 | $55.7M |
| Brown Advisory Inc. | 0.08% | Reduce -7.0% | 292,615 | $55.1M |
| Cresset Asset Management, LLC | 0.27% | Reduce -3.3% | 290,291 | $54.6M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -0.7% | 282,728 | $53.2M |
| Covenant Partners, LLC | 16.67% | Add +77.9% | 273,773 | $51.5M |
| Paulson Wealth Management Inc. | 14.41% | Add +4.3% | 272,067 | $51.2M |
| Brandywine Global Investment Management, LLC | 0.37% | Add +13.4% | 268,699 | $50.6M |
| Assetmark, Inc. | 0.14% | Reduce -10.6% | 268,291 | $50.5M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -45.5% | 263,807 | $49.6M |
| FSA Wealth Management LLC | 20.85% | Add +2.8% | 261,033 | $49.1M |
| Badgley Phelps Wealth Managers, LLC | 1.12% | Reduce -24.6% | 245,700 | $46.2M |
| Wind River Trust Co | 19.51% | Reduce -4.6% | 241,731 | $45.5M |
| Thrivent Financial for Lutherans | 0.10% | Add +2.5% | 229,184 | $44.8M |
| Graypoint LLC | 2.73% | Add +10.6% | 232,117 | $43.7M |
| Cambiar Investors LLC | 1.81% | Reduce -22.4% | 227,071 | $42.7M |
| CX Institutional | 1.60% | Add +16.3% | 225,186 | $42.4M |
| Cerity Partners LLC | 0.09% | Reduce -3.4% | 221,946 | $41.8M |
| Blair William & Co. | 0.12% | Add +2.9% | 220,143 | $41.4M |
| Wealthspire Advisors, LLC | 0.25% | Add +104.0% | 218,926 | $41.2M |
| Relyea Zuckerberg Hanson LLC | 5.49% | Reduce -2.6% | 216,465 | $40.7M |
"% 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.