Security record · archived quarter
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
92Tracked holders
-8Δ holders
208.41MShares held
$44.48BReported value
+1New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -8.0% ·
share flow -0.9% ·
net new positions -8.7%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 501.48K | $126.38M | n/a | n/a |
| 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 | n/a |
| 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 | n/a | 115.60K | $20.17M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 46.14M | -11.7% | $9.86B | 0.7% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 42.23M | +6.5% | $9.02B | 0.5% | ▲ Add | 3 | SEC ↗ ×11 |
| 3 | Goldman Sachs Group ✦ | 11.63M | +0.6% | $2.49B | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Fidelity (FMR) ✦ | 9.29M | +7.9% | $1.99B | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 8.65M | -6.6% | $1.81B | 0.1% | ▼ Trim | 3 | SEC ↗ ×10 |
| 6 | Financial Engines Advisors L.L.C. | 8.02M | -4.7% | $1.71B | 3.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 6.89M | -11.1% | $1.47B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 8 | UBS Group AG | 6.58M | -0.5% | $1.41B | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 6.03M | +3.0% | $1.29B | 2.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Raymond James Financial Inc | 5.51M | +2.5% | $1.18B | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Northern Trust Corp | 5.16M | +4.6% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 5.01M | -14.9% | $1.07B | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 13 | LPL Financial LLC | 4.28M | -0.1% | $915.53M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 14 | Prudential Financial Inc | 3.74M | +9.2% | $798.28M | 1.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Pnc Financial Services Group, Inc. | 3.39M | -4.8% | $723.48M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 16 | Jones Financial Companies Lllp | 2.64M | +75.2% | $554.83M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Franklin Resources Inc | 2.36M | +476.1% | $505.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 18 | Royal Bank Of Canada | 2.22M | -12.7% | $473.90M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 19 | Truist Financial Corp | 2.16M | -7.8% | $461.91M | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Commonwealth Equity Services, Llc | 1.61M | -6.9% | $343.21M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.54M | +6.8% | $328.79M | 0.6% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Stifel Financial Corp | 1.47M | -23.5% | $313.20M | 0.3% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Focus Partners Wealth | 1.41M | +0.1% | $302.31M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 1.23M | -5.1% | $262.74M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 1.19M | -14.7% | $254.78M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Fifth Third Bancorp | 1.19M | +324.3% | $254.64M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 27 | Citigroup Inc | 1.10M | -12.1% | $234.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | HighTower Advisors, LLC | 1.09M | -0.9% | $232.82M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 903.58K | +5.3% | $193.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 30 | Cerity Partners LLC | 815.58K | +80.3% | $174.27M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Bnp Paribas Financial Markets | 806.76K | -23.4% | $172.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 800.89K | -2.8% | $171.13M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Victory Capital Management Inc | 780.82K | +5861.4% | $166.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 781.93K | -52.3% | $165.96M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Brown Advisory Inc | 738.84K | +19.2% | $157.87M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 36 | Osaic Holdings, Inc. | 713.31K | +16.7% | $152.37M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 37 | BlackRock ✦ (passive) | 640.22K | +73.3% | $136.80M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 38 | Creative Planning | 536.89K | -0.5% | $114.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Wealth Enhancement Advisory… | 497.88K | -23.6% | $107.30M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 478.15K | -10.0% | $102.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 41 | Northwestern Mutual Wealth… | 460.76K | +2.5% | $98.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Captrust Financial Advisors | 435.64K | +5.2% | $93.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 43 | Bank Of Nova Scotia | 425.57K | -1.9% | $90.93M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Mml Investors Services, Llc | 401.07K | -11.9% | $85.70M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 331.25K | +3210.8% | $70.78M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Lido Advisors, LLC | 309.81K | +69.9% | $66.20M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Kayne Anderson Rudnick Investment… | 285.44K | +92.7% | $61.03M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 282.69K | +11.9% | $60.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 49 | Massachusetts Financial Services Co… | 270.09K | +41.6% | $57.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Blair William & Co/Il | 259.65K | +4.4% | $55.48M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 230.98K | +10.7% | $49.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | American Century Companies Inc | 224.29K | -20.6% | $47.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Boston Partners | 202.35K | -26.1% | $43.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Alliancebernstein L.P. | 204.34K | -50.9% | $42.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 194.30K | +25.5% | $41.52M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 56 | CIBC Bancorp USA Inc. | 190.06K | n/a | $40.61M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 57 | Nuveen, LLC | 170.31K | -28.9% | $36.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Hsbc Holdings Plc | 151.81K | -46.5% | $32.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Quantinno Capital Management LP | 132.41K | +38.5% | $28.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 115.30K | +42.7% | $24.64M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 61 | Cwm, Llc | 115.02K | +1.7% | $24.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 113.17K | -0.6% | $24.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Voya Investment Management Llc | 97.67K | +167.1% | $20.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Renaissance Technologies ✦ | 93.70K | +2922.6% | $20.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Sei Investments Co | 84.97K | +142.5% | $18.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | UBS AM, a distinct business unit of… | 65.00K | +120.1% | $13.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Aristotle Capital Management, LLC | 43.69K | -70.1% | $9.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Allspring Global Investments… | 32.49K | -21.1% | $6.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 69 | Loomis Sayles & Co L P | 31.47K | 0.0% | $6.72M | 0.0% | Held | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 25.45K | +6.8% | $5.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Principal Financial Group Inc | 25.29K | -21.2% | $5.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Assetmark, Inc | 23.79K | -25.8% | $5.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fisher Asset Management ✦ | 13.80K | -6.2% | $2.95M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 74 | Millennium Management ✦ | 12.08K | -46.8% | $2.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 75 | Capital World Investors ✦ | 11.24K | -49.6% | $2.35M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 76 | GAMCO Investors ✦ | 11.00K | 0.0% | $2.35M | 0.0% | Held | 8 | SEC ↗ |
| 77 | Capital International Investors | 10.85K | -48.0% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Legal & General Group Plc | 10.56K | -47.5% | $2.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 9.16K | -32.4% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 80 | Qube Research & Technologies Ltd | 7.78K | -64.0% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | First Manhattan Co. Llc. | 7.03K | -11.6% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | T. Rowe Price ✦ | 6.23K | +90.6% | $1.33M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 83 | Russell Investments Group, Ltd. | 5.69K | -3.3% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Nomura Asset Management… | 5.67K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 85 | Empower Advisory Group, LLC | 2.96K | -9.0% | $633,245 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Tudor Investment Corp Et Al | 2.82K | -90.4% | $603,404 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Invesco Ltd. | 2.40K | -56.4% | $512,528 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Cibc World Market Inc. | 1.80K | +9.1% | $383,751 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Wealthfront Advisers LLC | 1.23K | -12.3% | $262,600 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | First Trust Advisors Lp | 1.13K | -29.0% | $241,019 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | TD Waterhouse Canada Inc. | 690 | -27.8% | $148,308 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Schroder Investment Management Group | 600 | n/a | $128,202 | 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
| Nomura Asset Management… | $1.21M | 0.0% |
Exited
| Healthcare Of Ontario Pension… | $12.62M | was 0.0% |
| Jane Street Group, Llc | $11.62M | was 0.0% |
| Clearbridge Investments, LLC | $4.85M | was 0.0% |
| Susquehanna International… | $4.63M | was 0.0% |
| Wellington Management | $4.05M | was 0.0% |
| Hrt Financial Lp | $938,000 | was 0.0% |
| Barclays Plc | $567,918 | was 0.0% |
| Belvedere Trading LLC | $347,482 | was 0.1% |
| Federated Hermes, Inc. | $69,833 | 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: Q1 2026 ·
Methodology ·
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