Who owns iShares Russell 1000 Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IWD from SEC Form 13F filings across 1,983 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 1,983 institutions disclosed 265.7M shares of iShares Russell 1000 Value ETF worth $64.40B — about 84.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
1,983
13F holders
$64.40B
value, 2026 filers
84.7%
of shares outstanding (265.7M sh)
198
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IWD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 44.7M | $10.84B | 0.7% | 14.3% | -3.1% |
| 2 | MORGAN STANLEY | 40.7M | $9.86B | 0.5% | 13% | -3.7% |
| 3 | GOLDMAN SACHS GROUP INC | 11.5M | $2.79B | 0.2% | 3.7% | -1.1% |
| 4 | FMR LLC | 8.9M | $2.16B | 0.1% | 2.8% | -4.2% |
| 5 | AMERIPRISE FINANCIAL INC | 8.6M | $2.10B | 0.4% | 2.8% | +625.2% |
| 6 | JPMORGAN CHASE & CO | 8.5M | $2.06B | 0.1% | 2.7% | -1.7% |
| 7 | Financial Engines Advisors L.L.C. | 7.9M | $1.91B | 3.4% | 2.5% | -1.5% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 6.7M | $1.63B | 0.4% | 2.1% | -2.5% |
| 9 | UBS Group AG | 6.3M | $1.53B | 0.2% | 2% | -3.8% |
| 10 | Baird Financial Group, Inc. | 6.2M | $1.50B | 2.1% | 2% | +2.7% |
| 11 | WELLS FARGO & COMPANY/MN | 5.7M | $1.38B | 0.2% | 1.8% | +13.4% |
| 12 | RAYMOND JAMES FINANCIAL INC | 5.2M | $1.27B | 0.3% | 1.7% | -5.1% |
| 13 | NORTHERN TRUST CORP | 4.2M | $1.01B | 0.1% | 1.3% | -19.3% |
| 14 | LPL Financial LLC | 4.0M | $980.1M | 0.2% | 1.3% | -5.6% |
| 15 | M&T Bank Corp | 3.8M | $919.8M | 2.7% | 1.2% | +7.0% |
| 16 | PNC Financial Services Group, Inc. | 3.4M | $826.9M | 0.4% | 1.1% | +0.7% |
| 17 | Pinnacle Financial Partners, Inc. | 3.3M | $789.6M | 5.4% | 1% | +0.3% |
| 18 | PRUDENTIAL FINANCIAL INC | 3.1M | $753.4M | 0.8% | 1% | -16.8% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 2.7M | $659.8M | 0.3% | 0.9% | +2.9% |
| 20 | ROYAL BANK OF CANADA | 2.2M | $530.3M | 0.1% | 0.7% | -1.4% |
| 21 | TRUIST FINANCIAL CORP | 2.1M | $519.6M | 0.6% | 0.7% | -0.8% |
| 22 | Jasper Ridge Partners, L.P. | 2.0M | $495.9M | 10.6% | 0.7% | -17.1% |
| 23 | STIFEL FINANCIAL CORP | 1.8M | $441.7M | 0.4% | 0.6% | +24.3% |
| 24 | GLOBALT Investments LLC / GA | 1.7M | $415.9M | 14.0% | 0.5% | -1.9% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1.6M | $388.2M | 0.5% | 0.5% | -0.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.