Security record · archived quarter
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
98Tracked holders
+7Δ holders
207.46MShares held
$50.29BReported value
+8New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -0.4% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 8.90M | -4.2% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 8.90M | -4.2% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 8.64M | +625.2% | $2.10B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 8.64M | +625.2% | $2.10B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 8.64M | +625.2% | $2.10B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 8.64M | +625.2% | $2.10B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 40 | Financial Engines Advisors L.L.C. | 7.90M | -1.5% | $1.91B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 6.72M | -2.5% | $1.63B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 42 | UBS Group AG | 6.33M | -3.9% | $1.53B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 43 | UBS Group AG | 6.33M | -3.9% | $1.53B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 44 | UBS Group AG | 6.33M | -3.9% | $1.53B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 6.19M | +2.8% | $1.50B | 2.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 6.19M | +2.8% | $1.50B | 2.1% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 49 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 51 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 52 | Raymond James Financial Inc | 5.23M | -5.1% | $1.27B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 53 | Raymond James Financial Inc | 5.23M | -5.1% | $1.27B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 54 | Raymond James Financial Inc | 5.23M | -5.1% | $1.27B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 4.16M | -19.3% | $1.01B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 4.16M | -19.3% | $1.01B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | LPL Financial LLC | 4.04M | -5.6% | $980.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 66 | Prudential Financial Inc | 3.11M | -16.8% | $753.40M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 67 | Prudential Financial Inc | 3.11M | -16.8% | $753.40M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 2.72M | +2.9% | $659.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 2.72M | +2.9% | $659.85M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 78 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Truist Financial Corp | 2.14M | -0.8% | $519.63M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 80 | Truist Financial Corp | 2.14M | -0.8% | $519.63M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 81 | Truist Financial Corp | 2.14M | -0.8% | $519.63M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 82 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 83 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 84 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 85 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 86 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 87 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 88 | Commonwealth Equity Services, Llc | 1.60M | -0.3% | $388.25M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 89 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 90 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 94 | Focus Partners Wealth | 1.42M | +0.2% | $343.43M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 95 | Cetera Investment Advisers | 1.25M | +1.3% | $301.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 96 | Citigroup Inc | 1.17M | +6.7% | $284.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 97 | Citigroup Inc | 1.17M | +6.7% | $284.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | Fifth Third Bancorp | 1.15M | -3.3% | $279.41M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 1.04M | -4.4% | $252.59M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 100 | Cerity Partners LLC | 848.03K | +4.0% | $205.59M | 0.2% | ▲ Add | 3 | 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
| Renaissance Technologies | $20.02M | 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: Q2 2026 ·
Methodology ·
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