IWD Institutional Ownership & Shareholders
ISHARES RUSSELL 1000 VALUE E (IWD) is currently held by 1,986 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $63.62B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IWD tracked by InsiderSet, reporting ownership valued at approximately $10.84B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.60B, representing an estimated gain of +6.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IWD value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in ISHARES RUSSELL 1000 VALUE E (IWD).
This page ranks the largest institutional IWD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,986
Total Reported Value
$63.62B
Largest Holder
Bank Of America Corp
Largest Position
$10.84B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.70% | 44,711,921 | $10,839,511,083 | $11,596,483,831 | +$756,972,748 | +6.98% | |
| Morgan Stanley | 0.52% | 40,662,951 | $9,857,920,114 | $10,546,342,971 | +$688,422,857 | +6.98% | |
| Goldman Sachs Group Inc | 0.29% | 11,508,393 | $2,789,979,627 | $2,984,816,808 | +$194,837,181 | +6.98% | |
| Fmr Llc | 0.09% | 8,896,508 | $2,156,780,361 | $2,307,398,315 | +$150,617,954 | +6.98% | |
| Ameriprise Financial Inc | 0.42% | 8,644,566 | $2,095,705,195 | $2,242,054,638 | +$146,349,443 | +6.98% | |
| Jpmorgan Chase & Co | 0.12% | 8,498,901 | $2,063,108,770 | $2,204,274,963 | +$141,166,193 | +6.84% | |
| Financial Engines Advisors L.L.C. | 3.40% | 7,898,903 | $1,914,930,975 | $2,048,659,482 | +$133,728,507 | +6.98% | |
| Envestnet Asset Management Inc | 0.38% | 6,717,263 | $1,628,466,107 | $1,742,189,332 | +$113,723,225 | +6.98% | |
| Ubs Group Ag | 0.24% | 6,325,816 | $1,533,567,573 | $1,640,663,638 | +$107,096,065 | +6.98% | |
| Baird Financial Group, Inc. | 2.06% | 6,192,377 | $1,501,218,017 | $1,606,054,899 | +$104,836,882 | +6.98% | |
| Wells Fargo & Company/Mn | 0.24% | 5,686,036 | $1,378,465,611 | $1,474,730,297 | +$96,264,686 | +6.98% | |
| Raymond James Financial Inc | 0.35% | 5,232,373 | $1,268,483,968 | $1,357,068,261 | +$88,584,293 | +6.98% | |
| Northern Trust Corp | 0.12% | 4,160,192 | $1,008,555,346 | $1,078,987,397 | +$70,432,051 | +6.98% | |
| Lpl Financial Llc | 0.22% | 4,042,964 | $980,135,792 | $1,048,583,143 | +$68,447,351 | +6.98% | |
| M&T Bank Corp | 2.66% | 3,795,390 | $810,960,885 | $984,372,350 | +$173,411,465 | +21.38% | |
| Pinnacle Financial Partners, Inc. | 5.38% | 3,257,065 | $789,610,340 | $844,752,378 | +$55,142,038 | +6.98% | |
| Pnc Financial Services Group, Inc. | 0.42% | 3,199,644 | $775,689,591 | $829,859,668 | +$54,170,077 | +6.98% | |
| Prudential Financial Inc | 0.82% | 3,107,712 | $753,402,621 | $806,016,184 | +$52,613,563 | +6.98% | |
| Jones Financial Companies Lllp | 0.26% | 2,718,123 | $659,847,282 | $704,972,381 | +$45,125,099 | +6.84% | |
| Truist Financial Corp | 0.64% | 2,193,198 | $543,759,600 | $568,827,833 | +$25,068,233 | +4.61% | |
| Royal Bank Of Canada | 0.09% | 2,187,427 | $530,296,000 | $567,331,067 | +$37,035,067 | +6.98% | |
| Jasper Ridge Partners, L.P. | 10.57% | 2,045,358 | $495,856,140 | $530,484,051 | +$34,627,911 | +6.98% | |
| Stifel Financial Corp | 0.37% | 1,821,926 | $441,691,178 | $472,534,727 | +$30,843,549 | +6.98% | |
| Globalt Investments Llc / Ga | 14.27% | 1,671,977 | $414,533,254 | $433,643,955 | +$19,110,701 | +4.61% | |
| Commonwealth Equity Services, Llc | 0.49% | 1,510,132 | $374,407,131 | $391,667,836 | +$17,260,705 | +4.61% | |
| Rockefeller Capital Management L.P. | 0.57% | 1,534,580 | $372,028,568 | $398,008,669 | +$25,980,101 | +6.98% | |
| Focus Partners Wealth | 0.35% | 1,416,627 | $343,432,992 | $367,416,379 | +$23,983,387 | +6.98% | |
| Stairway Partners, Llc | 15.43% | 1,317,850 | $326,734,551 | $341,797,576 | +$15,063,025 | +4.61% | |
| 71 West Capital Partners | 10.95% | 1,306,647 | $316,770,386 | $338,891,966 | +$22,121,580 | +6.98% | |
| Cetera Investment Advisers | 0.28% | 1,245,656 | $301,984,448 | $323,073,340 | +$21,088,892 | +6.98% | |
| Natixis Advisors, Llc | 0.32% | 1,187,387 | $287,858,000 | $307,960,692 | +$20,102,692 | +6.98% | |
| Citigroup Inc | 0.13% | 1,172,263 | $284,191,735 | $304,038,132 | +$19,846,397 | +6.98% | |
| Fifth Third Bancorp | 0.45% | 1,152,535 | $279,409,015 | $298,921,478 | +$19,512,463 | +6.98% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.91% | 1,093,500 | $265,097,205 | $283,610,160 | +$18,512,955 | +6.98% | |
| Oakworth Capital, Inc. | 10.24% | 877,263 | $217,499,827 | $227,526,932 | +$10,027,105 | +4.61% | |
| Waldron Private Wealth Llc | 7.21% | 837,362 | $207,606,640 | $217,178,208 | +$9,571,568 | +4.61% | |
| Cerity Partners Llc | 0.25% | 848,030 | $205,588,041 | $219,945,061 | +$14,357,020 | +6.98% | |
| Openarc Corporate Advisory, Llc | 2.32% | 829,092 | $205,556,800 | $215,033,301 | +$9,476,501 | +4.61% | |
| Us Bancorp \De\ | 0.21% | 793,380 | $192,340,105 | $205,771,037 | +$13,430,932 | +6.98% | |
| Bank Of New York Mellon Corp | 0.03% | 786,854 | $190,757,000 | $204,078,453 | +$13,321,453 | +6.98% | |
| Osaic Holdings, Inc. | 0.22% | 785,470 | $190,418,148 | $203,719,499 | +$13,301,351 | +6.99% | |
| Victory Capital Management Inc | 0.10% | 742,315 | $179,959,395 | $192,526,818 | +$12,567,423 | +6.98% | |
| Brown Advisory Inc | 0.27% | 730,583 | $177,115,030 | $189,484,007 | +$12,368,977 | +6.98% | |
| Dynasty Wealth Management, Llc | 1.31% | 725,606 | $175,908,777 | $188,193,172 | +$12,284,395 | +6.98% | |
| Circle Wealth Management, Llc | 2.05% | 672,670 | $163,075,388 | $174,463,691 | +$11,388,303 | +6.98% | |
| Commerce Bank | 0.71% | 663,733 | $160,908,790 | $172,145,791 | +$11,237,001 | +6.98% | |
| Tiaa Wealth Investment Management Llc | 1.03% | 636,075 | $154,407,049 | $164,972,412 | +$10,565,363 | +6.84% | |
| 1St Source Bank | 6.95% | 632,344 | $153,299,156 | $164,004,740 | +$10,705,584 | +6.98% | |
| Stephens Inc | 1.61% | 593,962 | $144,015,130 | $154,049,984 | +$10,034,854 | +6.97% | |
| Wealth Enhancement Advisory Services, Llc | 0.19% | 498,898 | $125,722,358 | $129,394,185 | +$3,671,827 | +2.92% |
Frequently asked questions about IWD
Who are the largest institutional holders of IWD?
The largest institutional holders of IWD reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Goldman Sachs Group Inc, Fmr Llc, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported IWD position.
What is IWD institutional ownership?
This page tracks IWD positions reported by institutional investment managers through SEC Form 13F. ISHARES RUSSELL 1000 VALUE E (IWD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IWD?
InsiderSet currently tracks 1,986 institutional managers reporting IWD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IWD shareholders.
How much IWD stock do institutions own?
Institutional investment managers disclosed approximately $63.62B in IWD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IWD institutional ownership last updated?
The latest IWD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IWD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IWD position after the reporting date.
Are institutions buying or selling IWD?
Institutional buying and selling can be analyzed by comparing IWD positions across consecutive 13F reporting periods. InsiderSet's IWD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IWD ownership changes.
How has IWD institutional ownership changed over time?
InsiderSet tracks IWD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.