iShares Russell 1000 Value EIWDETF
13F holders, Q4 2025 (December 31)1,911holders +157
133new positions
58sold out
8famous investors
$210.14avg. 13F price*
At the end of Q4 2025, 1,911 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 157 from Q3 2025. 133 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($8.3B) and Goldman Sachs Group Inc. ($2.4B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 133 | $489.5M |
| Exits | 58 | $55.3M |
All 13F filers, Q3 2025 → Q4 2025: 22,682,518 shares bought and 7,000,792 shares sold, net +15,681,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,911 holders
| Bank of America Corp. | 0.80% | Add +5.4% | 52,256,616 | $11.0B |
| Morgan Stanley | 0.50% | Add +9.0% | 39,663,587 | $8.3B |
| Goldman Sachs Group Inc. | 0.35% | Add +2.0% | 11,560,204 | $2.4B |
| JPMorgan Chase & Co. | 0.13% | Add +3.8% | 9,251,710 | $1.9B |
| FMR LLC | 0.09% | Reduce -12.7% | 8,612,243 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.35% | Reduce -1.9% | 8,417,954 | $1.8B |
| Envestnet Asset Management Inc. | 0.48% | Add +15.7% | 7,746,341 | $1.6B |
| UBS Group AG | 0.28% | Reduce -13.9% | 6,611,520 | $1.4B |
| Wells Fargo & Company | 0.24% | Add +20.3% | 5,895,769 | $1.2B |
| Baird Financial Group, Inc. | 1.92% | Add +4.1% | 5,848,639 | $1.2B |
| Raymond James Financial Inc. | 0.35% | Add +4.3% | 5,379,206 | $1.1B |
| Northern Trust Corp. | 0.13% | Add +0.9% | 4,928,650 | $1.0B |
| LPL Financial LLC | 0.25% | Add +2.1% | 4,290,502 | $902.5M |
| M&T Bank Corp | 2.56% | Add +0.9% | 3,785,045 | $796.1M |
| PNC Financial Services Group, Inc. | 0.41% | Add +4.9% | 3,557,589 | $748.3M |
| Prudential Financial Inc. | 0.88% | Reduce -10.2% | 3,422,500 | $725.4M |
| Pinnacle Financial Partners, Inc. | 5.19% | — | 3,263,800 | $686.5M |
| Royal Bank of Canada | 0.09% | Add +21.1% | 2,540,656 | $534.4M |
| Jasper Ridge Partners, L.P. | 11.77% | No change | 2,524,684 | $531.0M |
| Truist Financial Corp. | 0.66% | Add +4.7% | 2,344,574 | $493.2M |
| Stifel Financial Corp. | 0.36% | Add +26.4% | 1,916,312 | $403.1M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -7.3% | 1,726,024 | $363.1M |
| GLOBALT Investments LLC / GA | 12.95% | Reduce -1.0% | 1,686,679 | $354.8M |
| Jones Financial Companies LLLP | 0.19% | Add +1.3% | 1,507,315 | $317.0M |
| Rockefeller Capital Management L.P. | 0.55% | Add +28.5% | 1,440,501 | $303.0M |
| Focus Partners Wealth | 0.34% | Add +151.8% | 1,412,808 | $297.2M |
| Ameriprise Financial Inc. | 0.07% | Add +17.9% | 1,397,904 | $294.1M |
| Stairway Partners, LLC | 14.41% | Add +0.8% | 1,323,057 | $278.3M |
| Cetera Investment Advisers | 0.30% | Reduce -1.3% | 1,295,575 | $272.5M |
| Citigroup Inc. | 0.18% | Reduce -3.6% | 1,250,236 | $263.0M |
| 71 West Capital Partners | 11.04% | — | 1,141,321 | $240.1M |
| Tiaa Trust, National Association | 0.58% | Reduce -1.3% | 1,135,610 | $239.9M |
| HighTower Advisors, LLC | 0.25% | Add +3.9% | 1,099,616 | $231.3M |
| BNP Paribas Financial Markets | 0.14% | Add +91.1% | 1,053,204 | $221.5M |
| Pacific Life Fund Advisors LLC | 22.61% | Reduce -3.3% | 1,043,643 | $219.5M |
| Comerica Bank | 0.82% | Add +1.4% | 974,143 | $204.9M |
| Waldron Private Wealth LLC | 7.32% | Reduce -1.1% | 880,945 | $185.3M |
| Bank of New York Mellon Corp | 0.03% | Add +20.5% | 858,292 | $180.5M |
| Oakworth Capital, Inc. | 9.59% | Add +3.2% | 835,036 | $175.6M |
| US Bancorp \de | 0.20% | Add +7.2% | 824,090 | $173.3M |
| Corient Private Wealth LP | 0.23% | Reduce -1.0% | 814,429 | $171.4M |
| Commerce Bank | 0.84% | Add +1.1% | 725,356 | $152.6M |
| OpenArc Corporate Advisory, LLC | 2.34% | — | 673,355 | $141.6M |
| Circle Wealth Management, LLC | 2.18% | Add +10.7% | 672,633 | $141.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +0.3% | 652,027 | $141.2M |
| Stephens Inc. | 1.63% | Reduce -1.2% | 621,161 | $130.7M |
| Brown Advisory Inc. | 0.18% | Add +52.7% | 619,817 | $130.4M |
| Osaic Holdings, Inc. | 0.19% | Reduce -0.1% | 611,239 | $128.5M |
| 1ST Source Bank | 6.73% | Reduce -11.1% | 610,192 | $128.3M |
| Natixis Advisors, LLC | 0.18% | Add +11.2% | 608,771 | $128.0M |
| Confluence Investment Management LLC | 1.79% | Add +2904.9% | 568,609 | $119.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.60% | Add +24828.5% | 556,903 | $117.1M |
| Creative Planning | 0.08% | Add +2.9% | 539,464 | $113.5M |
| Mariner, LLC | 0.13% | Add +6.3% | 531,496 | $111.8M |
| Equity Investment Corp. | 2.17% | Add +151.2% | 512,134 | $107.7M |
| Pathstone Holdings, LLC | 0.40% | Reduce -10.9% | 488,638 | $102.8M |
| Mizuho Bank, Ltd. | 12.02% | New | 480,000 | $101.0M |
| MML Investors Services, LLC | 0.23% | Add +11.5% | 455,284 | $95.8M |
| Cerity Partners LLC | 0.14% | Add +110.6% | 452,281 | $95.1M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -1.5% | 449,483 | $94.5M |
| Bank of Nova Scotia | 0.14% | Reduce -19.8% | 433,880 | $91.3M |
| Stephens Group Asset Management, LLC | 6.05% | Reduce -0.2% | 430,753 | $90.6M |
| Cassaday & Co Wealth Management LLC | 1.87% | Reduce -1.4% | 422,578 | $88.9M |
| Eagle Capital Management LLC | 0.27% | Add +953.4% | 419,660 | $88.3M |
| Alliancebernstein L.P. | 0.03% | Add +7.3% | 415,954 | $87.5M |
| Captrust Financial Advisors | 0.17% | Reduce -1.5% | 414,312 | $87.1M |
| Beacon Pointe Advisors, LLC | 0.61% | Add +78.3% | 413,095 | $86.9M |
| Franklin Resources Inc. | 0.02% | Reduce -27.6% | 410,411 | $86.3M |
| Cullen/Frost Bankers, Inc. | 0.93% | Add +6.1% | 403,058 | $84.8M |
| Cedar Mountain Advisors, LLC | 16.33% | Add +0.4% | 402,552 | $84.7M |
| Choreo, LLC | 1.08% | Add +2.2% | 398,421 | $84.4M |
| Dynasty Wealth Management, LLC | 0.82% | New | 395,837 | $83.3M |
| Marquette Asset Management, LLC | 11.92% | Add +0.6% | 383,771 | $80.7M |
| BlackRock, Inc. | 0.00% | Reduce -22.0% | 369,437 | $77.7M |
| Landaas & Co. /Wi | 16.90% | Add +1.1% | 365,197 | $76.8M |
| Modera Wealth Management, LLC | 0.89% | Reduce -17.8% | 364,779 | $76.7M |
| Equitable Holdings, Inc. | 0.52% | Add +2.9% | 362,438 | $76.2M |
| MV Capital Management, Inc. | 7.32% | Reduce -0.7% | 362,323 | $76.2M |
| MAI Capital Management | 0.44% | Add +1.6% | 362,100 | $76.2M |
| StoneX Group Inc. | 3.27% | Add +1.6% | 357,505 | $75.2M |
| Thrivent Financial for Lutherans | 0.13% | Add +16.3% | 338,643 | $71.7M |
| Private Advisor Group, LLC | 0.33% | Add +0.7% | 336,342 | $70.7M |
| Moneta Group Investment Advisors LLC | 0.52% | Reduce -0.3% | 329,410 | $69.3M |
| Janney Montgomery Scott LLC | 0.16% | Add +23.8% | 326,035 | $68.6M |
| Allworth Financial LP | 0.28% | Add +605.0% | 320,484 | $67.4M |
| Steward Partners Investment Advisory, LLC | 0.36% | Add +0.9% | 309,939 | $65.2M |
| EP Wealth Advisors, LLC | 0.34% | — | 308,352 | $64.9M |
| Covenant Partners, LLC | 18.93% | Add +6.7% | 307,868 | $64.8M |
| Zacks Investment Management | 0.50% | Add +328.4% | 304,086 | $64.0M |
| Cresset Asset Management, LLC | 0.27% | Add +2.8% | 297,973 | $62.7M |
| Badgley Phelps Wealth Managers, LLC | 1.10% | Add +16.7% | 284,280 | $59.8M |
| American Century Companies Inc. | 0.03% | Reduce -52.1% | 282,349 | $59.4M |
| Fifth Third Bancorp | 0.19% | Reduce -3.5% | 280,879 | $59.1M |
| Waverly Advisors, LLC | 0.48% | Add +41.8% | 280,747 | $59.1M |
| Boston Partners | 0.06% | Add +332.5% | 273,930 | $58.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +397.2% | 275,191 | $57.9M |
| Paulson Wealth Management Inc. | 13.14% | Reduce -3.9% | 270,484 | $56.9M |
| Bridges Investment Management Inc. | 0.71% | Reduce -2.0% | 267,626 | $56.3M |
| SMI Advisory Services, LLC | 9.56% | New | 254,744 | $55.5M |
| First Business Financial Services, Inc. | 5.07% | Reduce -1.1% | 262,423 | $55.2M |
"% 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.