iShares Russell 1000 Value EIWDETF
13F holders, Q2 2025 (June 30)1,738holders +19
110new positions
86sold out
6famous investors
$194.18avg. 13F price*
At the end of Q2 2025, 1,738 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 19 from Q1 2025. 110 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($9.7B), Morgan Stanley ($6.9B) and Goldman Sachs Group Inc. ($3.0B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $270.6M |
| Exits | 86 | $555.4M |
All 13F filers, Q1 2025 → Q2 2025: 6,377,906 shares bought and 17,284,902 shares sold, net −10,906,996 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,738 holders
| Bank of America Corp. | 0.78% | Reduce -1.5% | 49,816,823 | $9.7B |
| Morgan Stanley | 0.45% | Reduce -6.8% | 35,679,281 | $6.9B |
| Goldman Sachs Group Inc. | 0.49% | Reduce -0.9% | 15,482,996 | $3.0B |
| JPMorgan Chase & Co. | 0.12% | Add +0.7% | 9,153,000 | $1.8B |
| FMR LLC | 0.10% | Reduce -4.5% | 8,841,679 | $1.7B |
| Financial Engines Advisors L.L.C. | 3.40% | Reduce -0.0% | 8,758,071 | $1.7B |
| UBS Group AG | 0.32% | Reduce -1.8% | 7,814,256 | $1.5B |
| Envestnet Asset Management Inc. | 0.37% | Add +0.9% | 6,599,784 | $1.3B |
| Baird Financial Group, Inc. | 1.80% | Add +12.7% | 5,275,282 | $1.0B |
| Wells Fargo & Company | 0.21% | Add +8.1% | 4,987,282 | $968.7M |
| Raymond James Financial Inc. | 0.33% | Add +1.6% | 4,978,791 | $967.0M |
| Northern Trust Corp. | 0.13% | Add +4.5% | 4,723,508 | $917.4M |
| LPL Financial LLC | 0.27% | Add +5.5% | 4,165,225 | $809.0M |
| M&T Bank Corp | 2.62% | Add +3.3% | 3,931,029 | $763.5M |
| PNC Financial Services Group, Inc. | 0.43% | Add +1.7% | 3,412,793 | $662.9M |
| Synovus Financial Corp. | 7.69% | Add +1.9% | 3,236,174 | $628.6M |
| Jasper Ridge Partners, L.P. | 12.27% | Reduce -5.6% | 2,524,684 | $490.4M |
| Prudential Financial Inc. | 0.61% | Reduce -8.8% | 2,413,907 | $468.9M |
| Truist Financial Corp. | 0.64% | Reduce -1.8% | 2,258,411 | $438.7M |
| Royal Bank of Canada | 0.08% | Add +0.2% | 2,059,216 | $400.0M |
| Jones Financial Companies LLLP | 0.30% | Reduce -19.5% | 2,037,447 | $394.0M |
| Commonwealth Equity Services, LLC | 0.51% | Reduce -4.5% | 1,996,421 | $387.8M |
| Stifel Financial Corp. | 0.34% | Reduce -4.6% | 1,805,392 | $350.7M |
| GLOBALT Investments LLC / GA | 12.89% | Reduce -2.9% | 1,732,187 | $336.4M |
| Citigroup Inc. | 0.18% | Add +12.7% | 1,317,375 | $255.9M |
| Stairway Partners, LLC | 14.21% | Add +1.4% | 1,289,595 | $250.5M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.4% | 1,222,249 | $238.0M |
| Tiaa Trust, National Association | 0.59% | Reduce -1.8% | 1,172,858 | $227.2M |
| Cetera Investment Advisers | 0.37% | Reduce -3.4% | 1,142,010 | $221.8M |
| Rockefeller Capital Management L.P. | 0.47% | Add +1.5% | 1,108,800 | $216.5M |
| Pacific Life Fund Advisors LLC | 23.04% | Reduce -10.5% | 1,106,742 | $215.0M |
| Comerica Bank | 0.76% | Add +0.2% | 1,006,251 | $195.4M |
| HighTower Advisors, LLC | 0.24% | Add +1.8% | 994,176 | $193.1M |
| NorthCoast Asset Management LLC | 0.77% | Reduce -2.2% | 920,920 | $178.9M |
| Waldron Private Wealth LLC | 7.56% | Add +2.6% | 892,418 | $173.3M |
| US Bancorp \de | 0.21% | Reduce -0.3% | 845,854 | $164.3M |
| Oakworth Capital, Inc. | 9.94% | Add +1.5% | 794,158 | $154.2M |
| Corient Private Wealth LP | 0.20% | Reduce -50.6% | 785,692 | $152.6M |
| Commerce Bank | 0.87% | Add +1.0% | 757,671 | $147.2M |
| BNP Paribas Financial Markets | 0.11% | Add +4.4% | 740,452 | $143.8M |
| American Century Companies Inc. | 0.07% | Reduce -25.6% | 695,493 | $135.1M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -1.7% | 684,004 | $135.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.5% | 680,478 | $132.2M |
| 1ST Source Bank | 7.26% | Add +0.3% | 677,377 | $131.6M |
| Natixis Advisors, LLC | 0.20% | Reduce -32.7% | 639,551 | $124.2M |
| Stephens Inc. | 1.67% | Reduce -0.1% | 623,920 | $121.2M |
| Pathstone Holdings, LLC | 0.47% | Add +15.5% | 634,896 | $118.7M |
| Circle Wealth Management, LLC | 2.62% | No change | 607,633 | $118.0M |
| BlackRock, Inc. | 0.00% | Reduce -67.1% | 584,314 | $113.5M |
| Osaic Holdings, Inc. | 0.20% | Add +25.3% | 579,728 | $112.3M |
| Bank of Nova Scotia | 0.22% | Add +0.3% | 540,810 | $105.0M |
| Creative Planning | 0.09% | Add +0.8% | 540,460 | $105.0M |
| Mariner, LLC | 0.14% | Reduce -1.2% | 502,838 | $97.7M |
| Focus Partners Wealth | 0.21% | Add +4.0% | 496,100 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.4% | 456,919 | $88.7M |
| Modera Wealth Management, LLC | 1.08% | Add +1.7% | 447,183 | $86.9M |
| Cassaday & Co Wealth Management LLC | 2.10% | Add +8.5% | 431,516 | $83.8M |
| Captrust Financial Advisors | 0.19% | Add +16.0% | 427,355 | $83.0M |
| Stephens Group Asset Management, LLC | 5.84% | Add +6.6% | 418,023 | $81.2M |
| Cedar Mountain Advisors, LLC | 16.84% | Add +0.5% | 417,125 | $81.0M |
| MML Investors Services, LLC | 0.22% | Reduce -0.1% | 398,755 | $77.5M |
| Brown Advisory Inc. | 0.10% | Add +36.2% | 398,545 | $77.4M |
| Choreo, LLC | 1.07% | Reduce -1.3% | 395,517 | $76.8M |
| Bridges Investment Management Inc. | 0.99% | Reduce -2.2% | 377,072 | $73.2M |
| Cullen/Frost Bankers, Inc. | 0.92% | Add +4.9% | 376,947 | $73.2M |
| Franklin Resources Inc. | 0.02% | Reduce -62.9% | 376,594 | $73.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -68.0% | 375,944 | $73.0M |
| MV Capital Management, Inc. | 7.33% | Reduce -4.5% | 366,772 | $71.2M |
| Landaas & Co. /Wi | 16.73% | Add +0.2% | 360,714 | $70.1M |
| MAI Capital Management | 0.48% | Add +10.0% | 358,539 | $69.6M |
| StoneX Group Inc. | 3.24% | Add +2.6% | 342,228 | $66.5M |
| Marquette Asset Management, LLC | 11.06% | Add +717.0% | 339,687 | $66.0M |
| Equitable Holdings, Inc. | 0.53% | Reduce -17.5% | 331,949 | $64.5M |
| Moneta Group Investment Advisors LLC | 0.76% | Add +1.7% | 330,078 | $64.1M |
| Private Advisor Group, LLC | 0.34% | Add +2.2% | 329,246 | $63.9M |
| EP Wealth Advisors, LLC | 0.40% | Add +0.1% | 313,086 | $60.8M |
| Fifth Third Bancorp | 0.21% | Reduce -2.3% | 312,802 | $60.8M |
| Independence Asset Advisors, LLC | 37.02% | New | 306,319 | $59.5M |
| First Business Financial Services, Inc. | 5.17% | Reduce -0.3% | 295,296 | $57.4M |
| Steward Partners Investment Advisory, LLC | 0.44% | Reduce -9.6% | 288,893 | $56.1M |
| Paulson Wealth Management Inc. | 14.13% | Add +3.3% | 280,992 | $54.6M |
| Covenant Partners, LLC | 16.29% | Add +2.6% | 280,951 | $54.6M |
| Cresset Asset Management, LLC | 0.27% | Reduce -4.8% | 276,482 | $53.7M |
| FSA Wealth Management LLC | 20.16% | Add +1.9% | 266,109 | $51.7M |
| CX Institutional | 1.77% | Add +16.4% | 262,024 | $50.9M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -9.4% | 256,132 | $49.7M |
| Badgley Phelps Wealth Managers, LLC | 1.05% | Reduce -0.7% | 244,111 | $47.4M |
| Wind River Trust Co | 18.56% | Reduce -1.4% | 238,301 | $46.3M |
| Graypoint LLC | 2.58% | Add +1.4% | 235,430 | $45.7M |
| Mission Wealth Management, LP | 1.00% | Add +13.5% | 235,130 | $45.7M |
| Blair William & Co. | 0.13% | Add +6.0% | 233,392 | $45.3M |
| Flaharty Asset Management, LLC | 5.77% | Add +5.0% | 217,162 | $42.2M |
| Cerity Partners LLC | 0.08% | Reduce -2.2% | 217,131 | $42.2M |
| Relyea Zuckerberg Hanson LLC | 4.91% | Reduce -0.3% | 215,741 | $41.9M |
| Comprehensive Financial Management LLC | 1.14% | No change | 210,233 | $40.8M |
| Brandywine Global Investment Management, LLC | 0.29% | Reduce -22.0% | 209,596 | $40.7M |
| Mesirow Financial Investment Management, Inc. | 0.78% | Add +530.1% | 205,744 | $40.0M |
| Legacy Edge Advisors, LLC | 5.22% | Add +16.0% | 201,390 | $39.1M |
| Mercer Global Advisors Inc. | 0.09% | Add +5.0% | 200,092 | $38.9M |
| Nadler Financial Group, Inc. | 3.95% | Reduce -4.8% | 198,820 | $38.6M |
"% 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.