IWD institutional holders

ISHARES RUSSELL 1000 VALUE ETF · 13F, 2026Q2

Managers holding1,975
Shares held265,646,498
Reported value$64.4bn
Quarter flows172 new, 583 added, 698 trimmed, 101 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/44,711,921$10.8bn0.7%
MORGAN STANLEY40,662,951$9.9bn0.5%
GOLDMAN SACHS GROUP INC11,508,393$2.8bn0.2%
FMR LLC8,896,508$2.2bn0.1%
AMERIPRISE FINANCIAL INC8,644,566$2.1bn0.4%
JPMORGAN CHASE & CO8,498,901$2.1bn0.1%
Financial Engines Advisors L.L.C.7,898,903$1.9bn3.4%
ENVESTNET ASSET MANAGEMENT INC6,717,263$1.6bn0.4%
UBS Group AG6,325,816$1.5bn0.2%
Baird Financial Group, Inc.6,192,377$1.5bn2.1%
WELLS FARGO & COMPANY/MN5,686,036$1.4bn0.2%
RAYMOND JAMES FINANCIAL INC5,232,373$1.3bn0.3%
NORTHERN TRUST CORP4,160,192$1.0bn0.1%
LPL Financial LLC4,042,964$980.1m0.2%
M&T Bank Corp3,793,923$919.8m2.7%
PNC Financial Services Group, Inc.3,411,025$826.9m0.4%
Pinnacle Financial Partners, Inc.3,257,065$789.6m5.4%
PRUDENTIAL FINANCIAL INC3,107,712$753.4m0.8%
JONES FINANCIAL COMPANIES LLLP2,718,123$659.8m0.3%
ROYAL BANK OF CANADA2,187,427$530.3m0.1%
TRUIST FINANCIAL CORP2,143,441$519.6m0.6%
Jasper Ridge Partners, L.P.2,045,358$495.9m10.6%
STIFEL FINANCIAL CORP1,821,926$441.7m0.4%
GLOBALT Investments LLC / GA1,715,696$415.9m14.0%
COMMONWEALTH EQUITY SERVICES, LLC1,601,482$388.2m0.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IWD"). IWD price history · All 13F data

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