iShares Russell 1000 Value EIWDETF
13F holders, Q3 2025 (September 30)1,754holders +16
93new positions
64sold out
7famous investors
$203.57avg. 13F price*
At the end of Q3 2025, 1,754 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 16 from Q2 2025. 93 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($10.1B), Morgan Stanley ($7.4B) and Goldman Sachs Group Inc. ($2.3B). 7 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $55.0M |
| Exits | 64 | $108.6M |
All 13F filers, Q2 2025 → Q3 2025: 7,030,587 shares bought and 9,337,670 shares sold, net −2,307,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,754 holders
| Bank of America Corp. | 0.76% | Reduce -0.5% | 49,570,538 | $10.1B |
| Morgan Stanley | 0.45% | Add +2.0% | 36,383,111 | $7.4B |
| Goldman Sachs Group Inc. | 0.33% | Reduce -26.8% | 11,328,827 | $2.3B |
| FMR LLC | 0.10% | Add +11.5% | 9,860,128 | $2.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -2.6% | 8,912,762 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.33% | Reduce -2.0% | 8,578,287 | $1.7B |
| UBS Group AG | 0.31% | Reduce -1.7% | 7,678,670 | $1.6B |
| Envestnet Asset Management Inc. | 0.39% | Add +1.4% | 6,693,245 | $1.4B |
| Baird Financial Group, Inc. | 1.84% | Add +6.5% | 5,618,785 | $1.1B |
| Raymond James Financial Inc. | 0.34% | Add +3.5% | 5,154,926 | $1.0B |
| Wells Fargo & Company | 0.20% | Reduce -1.7% | 4,900,539 | $997.7M |
| Northern Trust Corp. | 0.13% | Add +3.5% | 4,886,290 | $994.8M |
| LPL Financial LLC | 0.25% | Add +0.9% | 4,201,794 | $855.4M |
| Prudential Financial Inc. | 0.92% | Add +57.9% | 3,810,642 | $775.8M |
| M&T Bank Corp | 2.57% | Reduce -4.5% | 3,752,351 | $763.9M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -0.6% | 3,391,670 | $690.5M |
| Synovus Financial Corp. | 7.55% | Add +0.1% | 3,240,013 | $659.6M |
| Jasper Ridge Partners, L.P. | 11.57% | No change | 2,524,684 | $514.0M |
| Truist Financial Corp. | 0.62% | Reduce -0.9% | 2,238,926 | $455.8M |
| Royal Bank of Canada | 0.08% | Add +1.9% | 2,097,656 | $427.1M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -6.8% | 1,861,320 | $378.9M |
| GLOBALT Investments LLC / GA | 12.66% | Reduce -1.7% | 1,703,294 | $346.8M |
| Stifel Financial Corp. | 0.28% | Reduce -16.0% | 1,516,261 | $308.7M |
| Jones Financial Companies LLLP | 0.21% | Reduce -26.9% | 1,488,282 | $302.1M |
| Stairway Partners, LLC | 14.19% | Add +1.8% | 1,312,135 | $267.1M |
| Cetera Investment Advisers | 0.31% | Add +14.9% | 1,311,920 | $267.1M |
| Citigroup Inc. | 0.18% | Reduce -1.6% | 1,296,545 | $264.0M |
| Ameriprise Financial Inc. | 0.06% | Reduce -3.0% | 1,185,123 | $241.2M |
| Tiaa Trust, National Association | 0.57% | Reduce -1.9% | 1,150,526 | $234.0M |
| Rockefeller Capital Management L.P. | 0.45% | Add +1.1% | 1,121,182 | $228.3M |
| Pacific Life Fund Advisors LLC | 22.54% | Reduce -2.5% | 1,079,013 | $219.7M |
| HighTower Advisors, LLC | 0.24% | Add +6.5% | 1,058,499 | $215.5M |
| Comerica Bank | 0.74% | Reduce -4.5% | 960,531 | $195.6M |
| NorthCoast Asset Management LLC | 0.73% | Reduce -0.4% | 916,955 | $186.7M |
| Waldron Private Wealth LLC | 7.35% | Reduce -0.1% | 891,065 | $181.4M |
| Corient Private Wealth LP | 0.26% | Add +4.7% | 822,701 | $167.5M |
| Oakworth Capital, Inc. | 9.52% | Add +1.9% | 809,233 | $164.8M |
| US Bancorp \de | 0.19% | Reduce -9.1% | 768,594 | $156.5M |
| Commerce Bank | 0.81% | Reduce -5.3% | 717,126 | $146.0M |
| Bank of New York Mellon Corp | 0.03% | Add +4.7% | 712,488 | $145.1M |
| 1ST Source Bank | 7.36% | Add +1.3% | 686,114 | $139.7M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Reduce -5.0% | 650,121 | $133.0M |
| Stephens Inc. | 1.63% | Add +0.8% | 628,770 | $128.0M |
| Osaic Holdings, Inc. | 0.17% | Add +5.6% | 612,154 | $124.1M |
| Circle Wealth Management, LLC | 2.41% | No change | 607,633 | $123.7M |
| American Century Companies Inc. | 0.06% | Reduce -15.2% | 589,703 | $120.1M |
| Franklin Resources Inc. | 0.03% | Add +50.5% | 566,887 | $115.4M |
| Focus Partners Wealth | 0.18% | Add +13.1% | 561,038 | $114.2M |
| BNP Paribas Financial Markets | 0.09% | Reduce -25.6% | 551,189 | $112.2M |
| Pathstone Holdings, LLC | 0.43% | Reduce -13.6% | 548,332 | $111.6M |
| Natixis Advisors, LLC | 0.16% | Reduce -14.4% | 547,391 | $111.4M |
| Bank of Nova Scotia | 0.20% | Add +0.0% | 540,970 | $110.1M |
| Creative Planning | 0.08% | Reduce -3.0% | 524,353 | $106.8M |
| Mariner, LLC | 0.13% | Reduce -0.6% | 500,078 | $101.8M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 473,430 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -0.2% | 456,131 | $92.9M |
| Modera Wealth Management, LLC | 1.05% | Reduce -0.7% | 443,946 | $90.4M |
| Stephens Group Asset Management, LLC | 5.93% | Add +3.3% | 431,794 | $87.9M |
| Cassaday & Co Wealth Management LLC | 2.01% | Reduce -0.7% | 428,406 | $87.2M |
| Captrust Financial Advisors | 0.17% | Reduce -1.6% | 420,538 | $85.6M |
| MML Investors Services, LLC | 0.22% | Add +2.4% | 408,283 | $83.1M |
| Brown Advisory Inc. | 0.11% | Add +1.9% | 405,937 | $82.6M |
| Cedar Mountain Advisors, LLC | 15.89% | Reduce -3.9% | 400,966 | $81.6M |
| Choreo, LLC | 1.03% | Reduce -1.4% | 389,893 | $79.4M |
| Alliancebernstein L.P. | 0.02% | Add +3.1% | 387,794 | $79.0M |
| Marquette Asset Management, LLC | 11.88% | Add +12.3% | 381,407 | $77.7M |
| Cullen/Frost Bankers, Inc. | 0.90% | Add +0.8% | 379,841 | $77.3M |
| MV Capital Management, Inc. | 7.13% | Reduce -0.5% | 365,039 | $74.3M |
| Landaas & Co. /Wi | 16.71% | Add +0.1% | 361,124 | $73.5M |
| MAI Capital Management | 0.45% | Reduce -0.6% | 356,398 | $72.6M |
| Equitable Holdings, Inc. | 0.53% | Add +6.1% | 352,081 | $71.7M |
| StoneX Group Inc. | 3.13% | Add +2.8% | 351,697 | $71.6M |
| Independence Asset Advisors, LLC | 29.68% | Add +12.2% | 343,569 | $69.9M |
| Private Advisor Group, LLC | 0.33% | Add +1.4% | 333,868 | $68.0M |
| Moneta Group Investment Advisors LLC | 0.53% | Add +0.1% | 330,241 | $67.2M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +6.3% | 307,233 | $62.5M |
| Nuveen, LLC | 0.02% | Add +411.4% | 302,275 | $61.5M |
| Fifth Third Bancorp | 0.19% | Reduce -6.9% | 291,215 | $59.3M |
| Thrivent Financial for Lutherans | 0.12% | Add +615.9% | 291,173 | $59.3M |
| Cresset Asset Management, LLC | 0.26% | Add +4.9% | 289,965 | $59.0M |
| Covenant Partners, LLC | 16.65% | Add +2.7% | 288,545 | $58.7M |
| Paulson Wealth Management Inc. | 13.54% | Add +0.1% | 281,329 | $57.3M |
| Bridges Investment Management Inc. | 0.71% | Reduce -27.6% | 273,076 | $55.6M |
| FSA Wealth Management LLC | 19.93% | Add +0.6% | 267,641 | $54.5M |
| First Business Financial Services, Inc. | 4.96% | Reduce -10.1% | 265,429 | $54.0M |
| Janney Montgomery Scott LLC | 0.13% | Add +2.8% | 263,370 | $53.6M |
| Badgley Phelps Wealth Managers, LLC | 1.04% | Reduce -0.2% | 243,589 | $49.6M |
| CX Institutional | 1.49% | Reduce -7.8% | 241,547 | $49.2M |
| Blair William & Co. | 0.13% | Add +1.9% | 237,715 | $48.4M |
| Wind River Trust Co | 17.59% | Reduce -1.9% | 233,705 | $47.6M |
| Beacon Pointe Advisors, LLC | 0.40% | Add +186.6% | 231,623 | $47.2M |
| Mission Wealth Management, LP | 0.95% | Reduce -2.9% | 228,418 | $46.5M |
| Flaharty Asset Management, LLC | 5.74% | Add +2.2% | 221,900 | $45.2M |
| Legacy Edge Advisors, LLC | 5.26% | Add +8.8% | 219,123 | $44.6M |
| Cerity Partners LLC | 0.07% | Reduce -1.1% | 214,755 | $43.7M |
| Comprehensive Financial Management LLC | 1.18% | No change | 210,233 | $42.8M |
| Mesirow Financial Investment Management, Inc. | 0.76% | Add +1.8% | 209,354 | $42.6M |
| Relyea Zuckerberg Hanson LLC | 4.45% | Reduce -3.6% | 207,936 | $42.3M |
| HB Wealth Management, LLC | 0.29% | Add +13.8% | 206,654 | $42.1M |
| Equity Investment Corp. | 0.87% | Add +22.7% | 203,866 | $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.