ISHARES RUSSELL 1000 VALUE E IWD
$246.81
+1.2% 52w: $195.12 – $246.81
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data195.12220.96246.81
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.9K
-4 QoQ
13F value
$57.26B
-0.7% QoQ
Smart-money holders
67
signal tier ≥ 2
New smart buyers
11
Q1 2026
Options barometer
0.4×
$117.2M calls / $298.4M puts
Institutional value by quarter
Number of holders
Who owns IWD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 46.1M | $9.86B | 0.7% | -11.7% |
| MORGAN STANLEY | Bank broker | 42.2M | $9.02B | 0.5% | +6.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 11.6M | $2.49B | 0.3% | +0.6% |
| FMR LLC | Long only active | 9.3M | $1.99B | 0.1% | +7.9% |
| JPMORGAN CHASE & CO | Bank broker | 8.6M | $1.81B | 0.1% | -6.6% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 8.0M | $1.71B | 3.5% | -4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 6.9M | $1.47B | 0.4% | -11.1% |
| UBS Group AG | Bank broker | 6.6M | $1.41B | 0.2% | -0.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 6.0M | $1.29B | 2.0% | +3.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.5M | $1.18B | 0.4% | +2.5% |
| NORTHERN TRUST CORP | Index provider | 5.2M | $1.10B | 0.1% | +4.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.0M | $1.07B | 0.2% | -14.9% |
| LPL Financial LLC | Bank broker | 4.3M | $915.5M | 0.2% | -0.1% |
| PRUDENTIAL FINANCIAL INC | Insurance | 3.7M | $798.3M | 1.0% | +9.2% |
| M&T Bank Corp | Diversified mechanical | 3.5M | $757.5M | 2.6% | -6.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.4M | $723.5M | 0.4% | -4.8% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 3.2M | $693.5M | 5.3% | -0.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 2.6M | $554.8M | 0.3% | +75.2% |
| Jasper Ridge Partners, L.P. | Wealth advisor | 2.5M | $527.2M | 11.7% | -2.3% |
| FRANKLIN RESOURCES INC | Long only active | 2.4M | $505.2M | 0.1% | +476.1% |
| ROYAL BANK OF CANADA | Bank broker | 2.2M | $473.9M | 0.1% | -12.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.2M | $461.9M | 0.6% | -7.8% |
| GLOBALT Investments LLC / GA | Wealth advisor | 1.7M | $373.7M | 13.3% | +3.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $343.2M | 0.5% | -6.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.5M | $328.8M | 0.6% | +6.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.5M | $313.2M | 0.3% | -23.5% |
| Focus Partners Wealth | Wealth advisor | 1.4M | $302.3M | 0.3% | +0.1% |
| Stairway Partners, LLC | Wealth advisor | 1.3M | $284.5M | 14.7% | +0.6% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.3M | $272.6M | 0.4% | +109.5% |
| 71 West Capital Partners | Wealth advisor | 1.3M | $270.1M | 11.9% | +10.8% |
| Cetera Investment Advisers | Wealth advisor | 1.2M | $262.7M | 0.3% | -5.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.2M | $254.8M | 0.1% | -14.7% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.2M | $254.6M | 0.5% | +324.3% |
| CITIGROUP INC | Bank broker | 1.1M | $234.7M | 0.1% | -12.1% |
| HighTower Advisors, LLC | Diversified mechanical | 1.1M | $232.8M | 0.2% | -0.9% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 1.1M | $227.4M | 0.9% | — |
| Bank of New York Mellon Corp | Diversified mechanical | 903.6K | $193.1M | 0.0% | +5.3% |
| Waldron Private Wealth LLC | Wealth advisor | 869.6K | $185.8M | 7.2% | -1.3% |
| OAKWORTH CAPITAL, INC. | Wealth advisor | 862.3K | $184.2M | 9.8% | +3.3% |
| Cerity Partners LLC | Diversified mechanical | 815.6K | $174.3M | 0.2% | +80.3% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 806.8K | $172.4M | 0.1% | -23.4% |
| Pacific Life Fund Advisors LLC | Wealth advisor | 803.5K | $171.7M | — | -23.0% |
| US BANCORP \DE\ | Wealth advisor | 800.9K | $171.1M | 0.2% | -2.8% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 780.8K | $166.8M | 0.1% | +5861.4% |
| Corient Private Wealth LLC | Diversified mechanical | 781.9K | $166.0M | 0.2% | -52.3% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 747.1K | $159.6M | 2.3% | +10.9% |
| BROWN ADVISORY INC | Diversified mechanical | 738.8K | $157.9M | 0.3% | +19.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 713.3K | $152.4M | 0.2% | +16.7% |
| COMMERCE BANK | Diversified mechanical | 706.8K | $151.0M | 0.7% | -2.6% |
| Circle Wealth Management, LLC | Other | 672.7K | $143.7M | 2.0% | 0.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.