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 | 98 | +7 | 207.46M | $50.29B | +8 | −1 |
| 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 ↗ |
| 2 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 52.26M | — | $10.99B | 0.8% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 8.61M | -12.7% | $1.81B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 8.61M | -12.7% | $1.81B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 8.42M | — | $1.77B | 3.4% | n/c | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 7.75M | — | $1.63B | 0.5% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 6.61M | — | $1.39B | 0.3% | n/c | 1 | SEC ↗ |
| 39 | UBS Group AG | 6.61M | — | $1.39B | 0.3% | n/c | 1 | SEC ↗ |
| 40 | UBS Group AG | 6.61M | — | $1.39B | 0.3% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 5.90M | — | $1.24B | 0.2% | n/c | 1 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 5.85M | — | $1.23B | 1.9% | n/c | 1 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 5.85M | — | $1.23B | 1.9% | n/c | 1 | SEC ↗ |
| 48 | Raymond James Financial Inc | 5.38M | — | $1.13B | 0.4% | n/c | 1 | SEC ↗ |
| 49 | Raymond James Financial Inc | 5.38M | — | $1.13B | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 5.38M | — | $1.13B | 0.4% | n/c | 1 | SEC ↗ |
| 51 | Northern Trust Corp | 4.93M | — | $1.04B | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Northern Trust Corp | 4.93M | — | $1.04B | 0.1% | n/c | 1 | SEC ↗ |
| 53 | LPL Financial LLC | 4.29M | — | $902.46M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 3.56M | — | $748.30M | 0.4% | n/c | 1 | SEC ↗ |
| 62 | Prudential Financial Inc | 3.42M | — | $725.36M | 0.9% | n/c | 1 | SEC ↗ |
| 63 | Prudential Financial Inc | 3.42M | — | $725.36M | 0.9% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 2.54M | — | $534.40M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Truist Financial Corp | 2.34M | — | $493.16M | 0.7% | n/c | 1 | SEC ↗ |
| 74 | Truist Financial Corp | 2.34M | — | $493.16M | 0.7% | n/c | 1 | SEC ↗ |
| 75 | Truist Financial Corp | 2.34M | — | $493.16M | 0.7% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 77 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 78 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 79 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 80 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 1.92M | — | $403.08M | 0.4% | n/c | 1 | SEC ↗ |
| 82 | Commonwealth Equity Services, Llc | 1.73M | — | $363.05M | 0.5% | n/c | 1 | SEC ↗ |
| 83 | Corient Private Wealth LP | 1.64M | — | $341.77M | 0.2% | n/c | 1 | SEC ↗ |
| 84 | Corient Private Wealth LP | 1.64M | — | $341.77M | 0.2% | n/c | 1 | SEC ↗ |
| 85 | Corient Private Wealth LP | 1.64M | — | $341.77M | 0.2% | n/c | 1 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 1.51M | — | $317.05M | 0.2% | n/c | 1 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 1.51M | — | $317.05M | 0.2% | n/c | 1 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 1.44M | — | $303.00M | 0.5% | n/c | 1 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 1.44M | — | $303.00M | 0.5% | n/c | 1 | SEC ↗ |
| 90 | Focus Partners Wealth | 1.41M | — | $297.15M | 0.3% | n/c | 1 | SEC ↗ |
| 91 | Ameriprise Financial Inc | 1.40M | — | $294.08M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Ameriprise Financial Inc | 1.40M | — | $294.08M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Ameriprise Financial Inc | 1.40M | — | $294.08M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Ameriprise Financial Inc | 1.40M | — | $294.08M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Cetera Investment Advisers | 1.30M | — | $272.51M | 0.3% | n/c | 1 | SEC ↗ |
| 96 | Citigroup Inc | 1.25M | — | $262.97M | 0.2% | n/c | 1 | SEC ↗ |
| 97 | Citigroup Inc | 1.25M | — | $262.97M | 0.2% | n/c | 1 | SEC ↗ |
| 98 | Citigroup Inc | 1.25M | — | $262.97M | 0.2% | n/c | 1 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 1.10M | — | $231.29M | 0.3% | n/c | 1 | SEC ↗ |
| 100 | Bnp Paribas Financial Markets | 1.05M | — | $221.53M | 0.1% | 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
| No new tracked buyers this quarter. |
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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