ETF Holders

Who owns IWD?

US large cap

iShares Russell 1000 Value ETF · iShares

1,977 institutions reported holding IWD, worth $64.4B, in Form 13F filings for June 30, 2026.

13F holders
1,977
Institutional value
$64.4B
Change from prior quarter
+12.9%
+$7.3B, with price moves
New and sold-out firms
192 / 68
579 added, 690 trimmed

Top 10 institutional holders of IWD

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$10.8B44,711,921−1,432,577 shares
Morgan StanleyNew York, NY$9.9B40,662,951−1,564,306 shares
Goldman Sachs Group Inc.New York, NY$2.8B11,508,393−126,160 shares
FMR LLCBoston, MA$2.2B8,896,508−394,179 shares
Ameriprise Financial Inc.Minneapolis, MN$2.1B8,644,566+7,452,543 shares
JPMorgan Chase & CoNew York, NY$2.1B8,498,901−146,259 shares
Financial Engines Advisors L.L.C.Santa Clara, CA$1.9B7,898,903−120,321 shares
Envestnet Asset Management Inc.Berwyn, PA$1.6B6,717,263−171,227 shares
UBS Group AGZurich, Switzerland$1.5B6,325,816−253,218 shares
Baird Financial Group, Inc.Milwaukee, WI$1.5B6,192,377+165,599 shares
1,967 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: IWD vs RSP, IWD vs ITOT, IWD vs IVW, IWD vs VIG.

Frequently asked questions

Who owns IWD?

1,977 institutional managers reported holding IWD in Form 13F filings for June 30, 2026, worth $64.4B in total. The largest reported position was held by Bank of America Corp., at $10.8B.

Did institutions buy or sell IWD last quarter?

Reported 13F value rose 12.9% from March 31, 2026, which includes price moves as well as buying and selling. 192 firms reported a new position and 68 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IWD ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.