§ EQUITY
USDIWD
ISHARES RUSSELL 1000 VALUE E
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
754 increased/new, 694 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 46.1M | 0.7% | −12% |
| Morgan Stanley | 42.2M | 0.5% | −47% |
| Goldman Sachs | 11.6M | 0.3% | +1% |
| Fidelity Management | 9.3M | 0.1% | +8% |
| JPMORGAN CHASE & CO | 8.6M | n/a | −7% |
| Financial Engines Advisors L.L.C. | 8.0M | 3.5% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for IWD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK54.2% · 102 holders
OTHER38.0% · 1,739 holders
QUALITY / COMPOUNDER5.7% · 21 holders
INCOME / DEFENSIVE1.6% · 11 holders
PASSIVE / INDEX0.3% · 7 holders
SYSTEMATIC / QUANT0.1% · 3 holders
DEEP VALUE0.1% · 2 holders
TACTICAL / MACRO0.0% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IWD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IWD yet.