13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
IWD

ISHARES RUSSELL 1000 VALUE E

2,017 institutions still hold ISHARES RUSSELL 1000 VALUE E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287598·Exchange Traded Fund·2,017 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.1%
vs prior quarter
13F value held
$40.1B
60.0% inst. owned
of float
Holders
2,017
-12 QoQ
filers reporting
Activity
+75 / −32
+839 added · −737 reduced
this quarter
Concentration
24.57%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

2,017 institutions reported IWD in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 24.6% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9.9B46.1M0.72%Q1 202602
MORGAN STANLEY
CIK 0000895421
$9.0B42.2M0.54%Q1 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2.5B11.6M0.29%Q1 202604
FMR LLC
CIK 0000315066
$2.0B9.3M0.10%Q1 202605
JPMORGAN CHASE & CO
CIK 0000019617
$1.8B8.6M0.12%Q1 202606
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.7B8.0M3.48%Q1 202607
UBS Group AG
CIK 0001610520
$1.5B7.2M0.23%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.5B6.9M0.39%Q1 202609
Baird Financial Group, Inc.
CIK 0001648711
$1.3B6.0M2.01%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.2B5.5M0.36%Q1 202611
NORTHERN TRUST CORP
CIK 0000073124· Index
$1.1B5.2M0.15%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.1B5.0M0.20%Q1 202613
LPL Financial LLC
CIK 0001403438
$916M4.3M0.24%Q1 202614
PRUDENTIAL FINANCIAL INC
CIK 0001137774
$798M3.7M0.98%Q1 202615
M&T BANK CORP
CIK 0000036270
$757M3.5M2.59%Q1 202616
Pinnacle Financial Partners, Inc.
CIK 0002082866
$694M3.2M5.31%Q1 202617
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$692M3.3M0.42%Q4 202518
SYNOVUS FINANCIAL CORP
CIK 0000018349
$660M3.2M7.55%Q3 202519
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$555M2.6M0.27%Q1 202620
Jasper Ridge Partners, L.P.
CIK 0001453381
$527M2.5M11.73%Q1 2026
Page 1 of 101
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