Who Owns ISHARES RUSSELL 1000 VALUE (IWD)? -- Institutional Holders (2026-03-31)

Name: ISHARES RUSSELL 1000 VALUE (IWD) Institutional Holders (2026-03-31)
Creator: ko.io

1,990 institutions reported holding $57.59B of ISHARES RUSSELL 1000 VALUE (IWD) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($9.86B), MORGAN STANLEY ($9.02B), GOLDMAN SACHS GROUP INC ($2.49B), FMR LLC ($1.99B), JPMORGAN CHASE & CO ($1.81B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$9.86B	46.1M	Trimmed
2	MORGAN STANLEY	$9.02B	42.2M	Added
3	GOLDMAN SACHS GROUP INC	$2.49B	11.6M	Added
4	FMR LLC	$1.99B	9.3M	Added
5	JPMORGAN CHASE & CO	$1.81B	8.6M	Trimmed
6	Financial Engines Advisors L.L.C.	$1.71B	8.0M	Trimmed
7	UBS Group AG	$1.53B	7.2M	Trimmed
8	ENVESTNET ASSET MANAGEMENT INC	$1.47B	6.9M	Trimmed
9	Baird Financial Group, Inc.	$1.29B	6.0M	Added
10	RAYMOND JAMES FINANCIAL INC	$1.18B	5.5M	Added
11	NORTHERN TRUST CORP	$1.10B	5.2M	Added
12	WELLS FARGO & COMPANY/MN	$1.07B	5.0M	Trimmed
13	LPL Financial LLC	$915.5M	4.3M	Trimmed
14	PRUDENTIAL FINANCIAL INC	$798.3M	3.7M	Added
15	M&T Bank Corp	$757.5M	3.5M	Trimmed
16	PNC Financial Services Group, Inc.	$723.5M	3.4M	Trimmed
17	Pinnacle Financial Partners, Inc.	$693.5M	3.2M	Trimmed
18	JONES FINANCIAL COMPANIES LLLP	$554.8M	2.6M	Added
19	Jasper Ridge Partners, L.P.	$527.2M	2.5M	Trimmed
20	FRANKLIN RESOURCES INC	$505.2M	2.4M	Added
21	Royal Bank of Canada	$473.9M	2.2M	Trimmed
22	TRUIST FINANCIAL CORP	$461.9M	2.2M	Trimmed
23	GLOBALT Investments LLC / GA	$373.7M	1.7M	Added
24	COMMONWEALTH EQUITY SERVICES, LLC	$343.2M	1.6M	Trimmed
25	Rockefeller Capital Management L.P.	$328.8M	1.5M	Added

Source: SEC Form 13F filings · as of 2026-03-31