Security record · archived quarter
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
99Tracked holders
+1Δ holders
210.12MShares held
$44.20BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow -2.9% ·
net new positions +1.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +7 | 206.42M | $50.04B | +8 | −2 |
| Q1 2026 | 92 | -8 | 208.41M | $44.48B | +1 | −9 |
| Q4 2025 | 99 | +1 | 210.12M | $44.20B | +2 | −1 |
| Q3 2025 | 15 | +1 | 76.15M | $15.50B | +1 | — |
| Q2 2025 | 11 | -2 | 9.72M | $1.89B | +2 | −4 |
| Q1 2025 | 10 | -1 | 260.42K | $48.98M | +2 | −3 |
| Q4 2024 | 11 | +3 | 449.68K | $83.24M | +4 | −1 |
| Q3 2024 | 8 | +1 | 117.56K | $22.31M | +2 | −1 |
| Q2 2024 | 7 | — | 115.60K | $20.17M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ ×11 |
| 3 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Fidelity (FMR) ✦ | 8.61M | -12.7% | $1.81B | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Financial Engines Advisors L.L.C. | 8.42M | — | $1.77B | 3.4% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 7.75M | — | $1.63B | 0.5% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 6.61M | — | $1.39B | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 10 | Baird Financial Group, Inc. | 5.85M | — | $1.23B | 1.9% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 5.38M | — | $1.13B | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 4.93M | — | $1.04B | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 4.29M | — | $902.46M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ ×8 |
| 15 | Prudential Financial Inc | 3.42M | — | $725.36M | 0.9% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 17 | Truist Financial Corp | 2.34M | — | $493.16M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 19 | Commonwealth Equity Services, Llc | 1.73M | — | $363.05M | 0.5% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 1.64M | — | $341.77M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 1.51M | — | $317.05M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 1.44M | — | $303.00M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 1.41M | — | $297.15M | 0.3% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 1.40M | — | $294.08M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 25 | Cetera Investment Advisers | 1.30M | — | $272.51M | 0.3% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1.25M | — | $262.97M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | HighTower Advisors, LLC | 1.10M | — | $231.29M | 0.3% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 1.05M | — | $221.53M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 858.29K | — | $180.53M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 30 | Us Bancorp \De\ | 824.09K | — | $173.34M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 31 | Wealth Enhancement Advisory… | 652.03K | — | $141.21M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 619.82K | — | $130.37M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 33 | Osaic Holdings, Inc. | 611.24K | — | $128.53M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 34 | Creative Planning | 539.46K | — | $113.47M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 35 | Mariner, LLC | 531.50K | — | $111.79M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 36 | Mml Investors Services, Llc | 455.28K | — | $95.76M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 452.28K | — | $95.13M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 38 | Northwestern Mutual Wealth… | 449.48K | — | $94.54M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Nova Scotia | 433.88K | — | $91.26M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 40 | Alliancebernstein L.P. | 415.95K | — | $87.49M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Captrust Financial Advisors | 414.31K | — | $87.15M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 410.41K | — | $86.33M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 43 | BlackRock ✦ (passive) | 369.44K | -22.0% | $77.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Hsbc Holdings Plc | 283.75K | — | $59.68M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 45 | American Century Companies Inc | 282.35K | — | $59.39M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 280.88K | — | $59.08M | 0.2% | n/c | 1 | SEC ↗ |
| 47 | Boston Partners | 273.93K | — | $58.43M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 252.53K | — | $53.12M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 49 | Blair William & Co/Il | 248.74K | — | $52.32M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Nuveen, LLC | 239.70K | — | $50.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Mercer Global Advisors Inc /Adv | 208.61K | — | $43.88M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Massachusetts Financial Services Co… | 190.79K | — | $40.13M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Lido Advisors, LLC | 182.34K | — | $37.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 54 | AQR Capital Management ✦ | 154.84K | +9.2% | $32.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 55 | Kayne Anderson Rudnick Investment… | 148.11K | — | $31.15M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Aristotle Capital Management, LLC | 145.91K | — | $30.69M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 113.88K | — | $23.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Cwm, Llc | 113.08K | — | $23.79M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 95.58K | — | $20.11M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 80.80K | +29.0% | $17.00M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 61 | Healthcare Of Ontario Pension Plan… | 60.00K | — | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Jane Street Group, Llc | 55.24K | — | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 41.18K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Voya Investment Management Llc | 36.57K | — | $7.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Sei Investments Co | 35.03K | — | $7.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Principal Financial Group Inc | 32.11K | — | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 67 | Assetmark, Inc | 32.04K | — | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | The Vanguard Group ✦ (passive) | 31.71K | +0.5% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Loomis Sayles & Co L P | 31.47K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 29.53K | — | $6.21M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Tudor Investment Corp Et Al | 29.40K | — | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Rhumbline Advisers | 23.82K | — | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Clearbridge Investments, LLC | 23.06K | — | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Millennium Management ✦ | 22.70K | +863.7% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Capital World Investors ✦ | 22.32K | +216.2% | $4.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 22.03K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 21.62K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Capital International Investors | 20.86K | — | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Legal & General Group Plc | 20.12K | — | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wellington Management ✦ | 19.27K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 14.72K | +17.0% | $3.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Deutsche Bank Ag\ | 13.55K | — | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 83 | Victory Capital Management Inc | 13.10K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | GAMCO Investors ✦ | 11.00K | 0.0% | $2.31M | 0.0% | Held | 7 | SEC ↗ |
| 85 | Two Sigma Investments ✦ | 10.01K | New | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 86 | First Manhattan Co. Llc. | 7.95K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 5.88K | — | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Invesco Ltd. | 5.50K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Hrt Financial Lp | 4.46K | — | $938,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | T. Rowe Price ✦ | 3.27K | -46.7% | $687,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 91 | Empower Advisory Group, LLC | 3.26K | — | $685,006 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Renaissance Technologies ✦ | 3.10K | -20.5% | $652,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Barclays Plc | 2.70K | — | $567,918 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Belvedere Trading LLC | 1.65K | — | $347,482 | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Cibc World Market Inc. | 1.65K | — | $346,220 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | First Trust Advisors Lp | 1.59K | — | $334,230 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 1.40K | — | $294,686 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | TD Waterhouse Canada Inc. | 955 | — | $200,846 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Federated Hermes, Inc. | 332 | — | $69,833 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wellington Management | $4.05M | 0.0% |
| Two Sigma Investments | $2.10M | 0.0% |
Exited
| Citadel Advisors | $852,635 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,881 holders, 258.91M shares, $54.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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