iShares Russell 1000 Value EIWDETF
13F holders, Q1 2026 (March 31)1,908holders −3
110new positions
103sold out
7famous investors
$213.65avg. 13F price*
At the end of Q1 2026, 1,908 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, down 3 from Q4 2025. 110 opened new positions and 103 sold out. The largest holders were Bank of America Corp. ($9.9B), Morgan Stanley ($9.0B) and Goldman Sachs Group Inc. ($2.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 110 | $128.2M |
| Exits | 103 | $266.3M |
All 13F filers, Q4 2025 → Q1 2026: 14,308,798 shares bought and 19,603,932 shares sold, net −5,295,134 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,908 holders
| Bank of America Corp. | 0.72% | Reduce -11.7% | 46,144,498 | $9.9B |
| Morgan Stanley | 0.54% | Add +6.5% | 42,227,257 | $9.0B |
| Goldman Sachs Group Inc. | 0.33% | Add +0.6% | 11,634,553 | $2.5B |
| FMR LLC | 0.10% | Add +7.9% | 9,290,687 | $2.0B |
| JPMorgan Chase & Co. | 0.12% | Reduce -6.6% | 8,645,160 | $1.8B |
| Financial Engines Advisors L.L.C. | 3.48% | Reduce -4.7% | 8,019,224 | $1.7B |
| Envestnet Asset Management Inc. | 0.39% | Reduce -11.1% | 6,888,490 | $1.5B |
| UBS Group AG | 0.25% | Reduce -0.5% | 6,579,034 | $1.4B |
| Baird Financial Group, Inc. | 2.01% | Add +3.0% | 6,026,778 | $1.3B |
| Raymond James Financial Inc. | 0.36% | Add +2.5% | 5,512,527 | $1.2B |
| Northern Trust Corp. | 0.15% | Add +4.6% | 5,157,221 | $1.1B |
| Wells Fargo & Company | 0.21% | Reduce -14.9% | 5,014,746 | $1.1B |
| LPL Financial LLC | 0.24% | Reduce -0.1% | 4,284,792 | $915.5M |
| M&T Bank Corp | 2.66% | Add +0.3% | 3,795,390 | $811.0M |
| Prudential Financial Inc. | 0.98% | Add +9.2% | 3,736,055 | $798.3M |
| PNC Financial Services Group, Inc. | 0.42% | Reduce -4.8% | 3,385,962 | $723.5M |
| Pinnacle Financial Partners, Inc. | 5.31% | Reduce -0.6% | 3,245,825 | $693.5M |
| Jones Financial Companies LLLP | 0.27% | Add +75.2% | 2,641,153 | $554.8M |
| Jasper Ridge Partners, L.P. | 11.73% | Reduce -2.3% | 2,467,155 | $527.2M |
| Franklin Resources Inc. | 0.13% | Add +476.1% | 2,364,303 | $505.2M |
| Royal Bank of Canada | 0.09% | Reduce -12.7% | 2,217,909 | $473.9M |
| Truist Financial Corp. | 0.62% | Reduce -7.8% | 2,161,770 | $461.9M |
| GLOBALT Investments LLC / GA | 13.33% | Add +3.7% | 1,749,104 | $373.7M |
| Commonwealth Equity Services, LLC | 0.48% | Reduce -6.9% | 1,606,242 | $343.2M |
| Rockefeller Capital Management L.P. | 0.58% | Add +6.8% | 1,538,757 | $328.8M |
| Stifel Financial Corp. | 0.29% | Reduce -23.5% | 1,465,808 | $313.2M |
| Focus Partners Wealth | 0.34% | Add +0.1% | 1,414,270 | $302.3M |
| Stairway Partners, LLC | 14.74% | Add +0.6% | 1,331,364 | $284.5M |
| Natixis Advisors, LLC | 0.38% | Add +109.5% | 1,275,624 | $272.6M |
| 71 West Capital Partners | 11.88% | Add +10.8% | 1,264,328 | $270.1M |
| Cetera Investment Advisers | 0.28% | Reduce -5.1% | 1,229,673 | $262.7M |
| Ameriprise Financial Inc. | 0.06% | Reduce -14.7% | 1,192,023 | $254.8M |
| Fifth Third Bancorp | 0.47% | Add +324.3% | 1,191,768 | $254.6M |
| Citigroup Inc. | 0.15% | Reduce -12.1% | 1,098,501 | $234.7M |
| HighTower Advisors, LLC | 0.25% | Reduce -0.9% | 1,089,645 | $232.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.87% | — | 1,064,227 | $227.4M |
| Bank of New York Mellon Corp | 0.04% | Add +5.3% | 903,575 | $193.1M |
| Waldron Private Wealth LLC | 7.25% | Reduce -1.3% | 869,615 | $185.8M |
| Oakworth Capital, Inc. | 9.76% | Add +3.3% | 862,297 | $184.2M |
| Cerity Partners LLC | 0.25% | Add +80.3% | 815,582 | $174.3M |
| BNP Paribas Financial Markets | 0.12% | Reduce -23.4% | 806,760 | $172.4M |
| Pacific Life Fund Advisors LLC | 19.72% | Reduce -23.0% | 803,474 | $171.7M |
| US Bancorp \de | 0.21% | Reduce -2.8% | 800,890 | $171.1M |
| Victory Capital Management Inc. | 0.11% | Add +5861.4% | 780,824 | $166.8M |
| Corient Private Wealth LP | 0.24% | Reduce -4.0% | 781,926 | $166.0M |
| OpenArc Corporate Advisory, LLC | 2.29% | Add +10.9% | 747,074 | $159.6M |
| Brown Advisory Inc. | 0.26% | Add +19.2% | 738,840 | $157.9M |
| Osaic Holdings, Inc. | 0.22% | Add +16.7% | 713,313 | $152.4M |
| Commerce Bank | 0.73% | Reduce -2.6% | 706,802 | $151.0M |
| Circle Wealth Management, LLC | 2.05% | Add +0.0% | 672,670 | $143.7M |
| Dynasty Wealth Management, LLC | 1.23% | Add +66.3% | 658,371 | $140.7M |
| BlackRock, Inc. | 0.00% | Add +73.3% | 640,223 | $136.8M |
| TIAA Wealth Investment Management LLC | 1.03% | — | 645,769 | $135.2M |
| 1ST Source Bank | 6.86% | Add +1.9% | 621,889 | $132.9M |
| Stephens Inc. | 1.56% | Reduce -6.2% | 582,984 | $124.6M |
| Creative Planning | 0.08% | Reduce -0.5% | 536,891 | $114.7M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -23.6% | 497,878 | $107.3M |
| Mariner, LLC | 0.12% | Reduce -10.0% | 478,153 | $102.2M |
| Pathstone Holdings, LLC | 0.40% | Reduce -3.9% | 469,622 | $100.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +2.5% | 460,764 | $98.5M |
| Captrust Financial Advisors | 0.16% | Add +5.2% | 435,644 | $93.1M |
| Cullen/Frost Bankers, Inc. | 1.06% | Add +7.9% | 435,078 | $93.0M |
| Stephens Group Asset Management, LLC | 5.87% | Add +0.1% | 431,178 | $92.1M |
| Bank of Nova Scotia | 0.16% | Reduce -1.9% | 425,570 | $90.9M |
| Cassaday & Co Wealth Management LLC | 1.90% | Reduce -1.1% | 417,951 | $89.3M |
| Equitable Holdings, Inc. | 0.56% | Reduce -5.2% | 343,631 | $87.0M |
| Choreo, LLC | 1.06% | Add +1.1% | 402,812 | $86.1M |
| MML Investors Services, LLC | 0.24% | Reduce -11.9% | 401,072 | $85.7M |
| Equity Investment Corp. | 1.68% | Reduce -21.8% | 400,595 | $85.6M |
| Cedar Mountain Advisors, LLC | 16.51% | Reduce -1.8% | 395,176 | $84.4M |
| Marquette Asset Management, LLC | 12.61% | Add +2.6% | 393,580 | $84.1M |
| Steward Partners Investment Advisory, LLC | 0.41% | Add +22.8% | 380,721 | $81.3M |
| Landaas & Co. /Wi | 17.51% | Add +2.3% | 373,523 | $79.8M |
| Modera Wealth Management, LLC | 0.93% | Reduce -0.3% | 363,520 | $77.7M |
| MAI Capital Management | 0.44% | Reduce -0.3% | 361,067 | $77.1M |
| StoneX Group Inc. | 4.13% | Add +0.4% | 359,068 | $76.7M |
| Moneta Group Investment Advisors LLC | 0.57% | Add +7.8% | 354,938 | $75.8M |
| MV Capital Management, Inc. | 7.15% | Reduce -5.9% | 340,930 | $72.8M |
| Beacon Pointe Advisors, LLC | 0.38% | Reduce -18.0% | 338,727 | $72.4M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -0.6% | 336,524 | $71.9M |
| Private Advisor Group, LLC | 0.33% | Reduce -0.8% | 333,796 | $71.3M |
| Two Sigma Investments, LP | 0.06% | Add +3210.8% | 331,246 | $70.8M |
| Cresset Asset Management, LLC | 0.30% | Add +8.9% | 324,494 | $69.3M |
| Allworth Financial LP | 0.27% | Reduce -1.5% | 315,598 | $67.4M |
| Lido Advisors, LLC | 0.26% | Add +69.9% | 309,810 | $66.2M |
| EP Wealth Advisors, LLC | 0.32% | Reduce -1.7% | 303,087 | $64.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.18% | Add +92.7% | 285,437 | $61.0M |
| Bank of Montreal | 0.03% | Add +11.9% | 282,693 | $60.4M |
| SMI Advisory Services, LLC | 9.63% | Add +6.0% | 269,894 | $58.5M |
| Paulson Wealth Management Inc. | 13.70% | Add +1.1% | 273,546 | $58.4M |
| Janney Montgomery Scott LLC | 0.14% | Reduce -16.3% | 272,858 | $58.3M |
| Waverly Advisors, LLC | 0.44% | Reduce -2.9% | 272,542 | $58.2M |
| Massachusetts Financial Services Co. | 0.02% | Add +41.6% | 270,091 | $57.7M |
| First Business Financial Services, Inc. | 5.06% | Add +1.4% | 266,206 | $56.9M |
| Blair William & Co. | 0.16% | Add +4.4% | 259,648 | $55.5M |
| Bridges Investment Management Inc. | 0.74% | Reduce -3.9% | 257,253 | $55.0M |
| Badgley Phelps Wealth Managers, LLC | 1.07% | Reduce -11.5% | 251,502 | $53.7M |
| HB Wealth Management, LLC | 0.33% | Add +0.7% | 236,311 | $50.5M |
| Wind River Trust Co | 18.65% | Reduce -1.0% | 231,399 | $49.4M |
| Mercer Global Advisors Inc. | 0.07% | Add +10.7% | 230,984 | $49.4M |
"% 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.