ISHARES RUSSELL 1000 VALUE E (IWD) Institutional Shareholders
ISHARES RUSSELL 1000 VALUE E (IWD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $63.54B in IWD holdings during the latest filing period.
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 $11.30B, representing an estimated gain of +4.29% 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
1,948
Total Reported Value
$63.54B
Largest Holder
Bank Of America Corp
Largest Position
$10.84B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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 | $11,304,067,867 | +$464,556,784 | +4.29% | |
| Morgan Stanley | 0.52% | 40,662,951 | $9,857,920,114 | $10,280,407,272 | +$422,487,158 | +4.29% | |
| Goldman Sachs Group Inc | 0.29% | 11,508,393 | $2,789,979,627 | $2,909,551,918 | +$119,572,291 | +4.29% | |
| Fmr Llc | 0.09% | 8,896,508 | $2,156,780,361 | $2,249,215,153 | +$92,434,792 | +4.29% | |
| Ameriprise Financial Inc | 0.42% | 8,644,566 | $2,095,705,195 | $2,185,519,176 | +$89,813,981 | +4.29% | |
| Jpmorgan Chase & Co | 0.12% | 8,498,901 | $2,063,108,770 | $2,148,692,151 | +$85,583,381 | +4.15% | |
| Financial Engines Advisors L.L.C. | 3.40% | 7,898,903 | $1,914,930,975 | $1,997,000,656 | +$82,069,681 | +4.29% | |
| Envestnet Asset Management Inc | 0.38% | 6,717,263 | $1,628,466,107 | $1,698,258,432 | +$69,792,325 | +4.29% | |
| Ubs Group Ag | 0.24% | 6,325,816 | $1,533,567,573 | $1,599,292,801 | +$65,725,228 | +4.29% | |
| Baird Financial Group, Inc. | 2.06% | 6,192,377 | $1,501,218,017 | $1,565,556,753 | +$64,338,736 | +4.29% | |
| Wells Fargo & Company/Mn | 0.24% | 5,686,036 | $1,378,465,611 | $1,437,543,622 | +$59,078,011 | +4.29% | |
| Raymond James Financial Inc | 0.35% | 5,232,373 | $1,268,483,968 | $1,322,848,542 | +$54,364,574 | +4.29% | |
| Northern Trust Corp | 0.12% | 4,160,192 | $1,008,555,346 | $1,051,779,741 | +$43,224,395 | +4.29% | |
| Lpl Financial Llc | 0.22% | 4,042,964 | $980,135,792 | $1,022,142,158 | +$42,006,366 | +4.29% | |
| M&T Bank Corp | 2.66% | 3,795,390 | $810,960,885 | $959,550,500 | +$148,589,615 | +18.32% | |
| Pinnacle Financial Partners, Inc. | 5.38% | 3,257,065 | $789,610,340 | $823,451,173 | +$33,840,833 | +4.29% | |
| Pnc Financial Services Group, Inc. | 0.42% | 3,199,644 | $775,689,591 | $808,933,996 | +$33,244,405 | +4.29% | |
| Prudential Financial Inc | 0.82% | 3,107,712 | $753,402,621 | $785,691,748 | +$32,289,127 | +4.29% | |
| Jones Financial Companies Lllp | 0.26% | 2,718,123 | $659,847,282 | $687,195,857 | +$27,348,575 | +4.14% | |
| Royal Bank Of Canada | 0.09% | 2,187,427 | $530,296,000 | $553,025,294 | +$22,729,294 | +4.29% | |
| Truist Financial Corp | 0.62% | 2,143,441 | $519,634,302 | $541,904,754 | +$22,270,452 | +4.29% | |
| Jasper Ridge Partners, L.P. | 10.57% | 2,045,358 | $495,856,140 | $517,107,410 | +$21,251,270 | +4.29% | |
| Stifel Financial Corp | 0.37% | 1,821,926 | $441,691,178 | $460,619,331 | +$18,928,153 | +4.29% | |
| Globalt Investments Llc / Ga | 14.03% | 1,715,696 | $415,936,258 | $433,762,263 | +$17,826,005 | +4.29% | |
| Commonwealth Equity Services, Llc | 0.49% | 1,601,482 | $388,247,309 | $404,886,679 | +$16,639,370 | +4.29% | |
| Rockefeller Capital Management L.P. | 0.57% | 1,534,580 | $372,028,568 | $387,972,516 | +$15,943,948 | +4.29% | |
| Focus Partners Wealth | 0.35% | 1,416,627 | $343,432,992 | $358,151,638 | +$14,718,646 | +4.29% | |
| Stairway Partners, Llc | 15.21% | 1,331,855 | $322,881,608 | $336,719,581 | +$13,837,973 | +4.29% | |
| 71 West Capital Partners | 10.95% | 1,306,647 | $316,770,386 | $330,346,495 | +$13,576,109 | +4.29% | |
| Cetera Investment Advisers | 0.28% | 1,245,656 | $301,984,448 | $314,926,750 | +$12,942,302 | +4.29% | |
| Natixis Advisors, Llc | 0.32% | 1,187,387 | $287,858,000 | $300,195,181 | +$12,337,181 | +4.29% | |
| Citigroup Inc | 0.13% | 1,172,263 | $284,191,735 | $296,371,532 | +$12,179,797 | +4.29% | |
| Fifth Third Bancorp | 0.45% | 1,152,535 | $279,409,015 | $291,383,899 | +$11,974,884 | +4.29% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.91% | 1,093,500 | $265,097,205 | $276,458,670 | +$11,361,465 | +4.29% | |
| Oakworth Capital, Inc. | 10.15% | 877,912 | $213,388,404 | $221,953,712 | +$8,565,308 | +4.01% | |
| Waldron Private Wealth Llc | 7.16% | 853,400 | $206,889,589 | $215,756,588 | +$8,866,999 | +4.29% | |
| Cerity Partners Llc | 0.25% | 848,030 | $205,588,041 | $214,398,945 | +$8,810,904 | +4.29% | |
| Openarc Corporate Advisory, Llc | 2.33% | 807,045 | $195,651,919 | $204,037,117 | +$8,385,198 | +4.29% | |
| Us Bancorp \De\ | 0.21% | 793,380 | $192,340,105 | $200,582,332 | +$8,242,227 | +4.29% | |
| Bank Of New York Mellon Corp | 0.03% | 786,854 | $190,757,000 | $198,932,428 | +$8,175,428 | +4.29% | |
| Osaic Holdings, Inc. | 0.22% | 785,470 | $190,418,148 | $198,582,525 | +$8,164,377 | +4.29% | |
| Victory Capital Management Inc | 0.10% | 742,315 | $179,959,395 | $187,672,078 | +$7,712,683 | +4.29% | |
| Brown Advisory Inc | 0.27% | 730,583 | $177,115,030 | $184,705,994 | +$7,590,964 | +4.29% | |
| Dynasty Wealth Management, Llc | 1.31% | 725,606 | $175,908,777 | $183,447,709 | +$7,538,932 | +4.29% | |
| Circle Wealth Management, Llc | 2.05% | 672,670 | $163,075,388 | $170,064,429 | +$6,989,041 | +4.29% | |
| Commerce Bank | 0.71% | 663,733 | $160,908,790 | $167,804,977 | +$6,896,187 | +4.29% | |
| Tiaa Wealth Investment Management Llc | 1.03% | 636,075 | $154,407,049 | $160,812,482 | +$6,405,433 | +4.15% | |
| 1St Source Bank | 6.95% | 632,344 | $153,299,156 | $159,869,210 | +$6,570,054 | +4.29% | |
| Stephens Inc | 1.61% | 593,962 | $144,015,130 | $150,165,473 | +$6,150,343 | +4.27% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 494,171 | $121,981,087 | $124,936,312 | +$2,955,225 | +2.42% |
Frequently asked questions about IWD
Who owns the most IWD stock?
The largest holders of IWD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES RUSSELL 1000 VALUE E (IWD).
Is IWD widely held by superinvestors?
Many widely followed stocks like IWD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IWD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.