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iShares Russell 1000 Value ETF - IWD

iShares Russell 1000 Value ETF - IWD


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    2.98 / 2.7%
(As of Tuesday May 26, 2020)


  • distribution channel


  • ticker


  • category

    Multi-Cap Value Funds

  • management type


  • total assets


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Fund Scorecard

manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.
Smith & Howard Wealth Management, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Fiduciary Trust Co

Bradley Foster & Sargent Inc/ct

Ameriprise Financial Inc

Barclays Plc

Fbl Investment Management Services Inc/ia
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Cetera Investment Advisers

Kwmg, Llc
Kovitz Investment Group, Llc
Alexandria Capital, Llc
Cls Investments, Llc
Ballentine Partners, Llc
Osborne Partners Capital Management, Llc
Palladium Partners Llc
First Foundation Advisors
Mather Group, Inc.
Johnson Investment Counsel Inc

Bank Of The West

Investment Partners Ltd /oh/ /adv
Hefren-Tillotson, Inc.
Snow Capital Management Lp
Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Gfs Advisors, Llc
Oakmont Partners Llc
Hoxton Financial, Inc.

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Diversified Trust Co

Kcm Investment Advisors Llc

Rockland Trust Co

Colorado Capital Management, Inc.

National Investment Services Inc /wi
Goldstein Munger & Associates
Lincoln National Corp
Focused Wealth Management, Inc
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Marquette Asset Management Inc.
Thrivent Financial For Lutherans
Waldron, Lp
One Capital Management, Llc
Madden Advisory Services, Inc.
Pinnacle Summer Investments, Inc.
Warren Averett Asset Management, Llc
Jmg Financial Group, Ltd.
Brandywine Global Investment Management, Llc

Enterprise Financial Services Corp

Moisand Fitzgerald Tamayo, Llc

Harfst & Associates, Inc.
Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Rex Capital Advisors, Llc
Oarsman Capital, Inc.
Veritable, L.p.
Logan Capital Management Inc
Brown Advisory Inc
Massachusetts Financial Services Co /ma/
Round Table Services, Llc

Perkins Coie Trust Co

Westport Resources Management Inc
Schafer Cullen Capital Management Inc

Intrust Bank Na

Rand Wealth, Llc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc
Maple Capital Management, Inc.


Peoples Bank National Association

White Mountains Advisors Llc

Whittier Trust Co

Teachers Advisors Inc
Ancora Advisors, Llc
High Pointe Capital Management Llc
Tci Wealth Advisors, Inc.
Horrell Capital Management, Inc.
Bruderman Asset Management, Llc

Private Bank & Trust Co

Wolverine Asset Management Llc
Parasol Investment Management, Llc
Beacon Capital Management, Inc.
Sei Investments Co
Deane Retirement Strategies, Inc.
Ifc Holdings Incorporated/fl
Schroder Investment Management Group

First Business Financial Services, Inc.

Cornerstone Advisory, Llp

Stephens Inc /ar/
Sii Investments Inc/wi
Visionary Asset Management, Inc.
Pittenger & Anderson Inc

Ausdal Financial Partners, Inc.

Johanson Financial Advisors, Inc.

Mcf Advisors Llc
3d Asset Management, Inc
Tortoise Investment Management, Llc
Huntington Steele Llc
Baker Avenue Asset Management, Lp
Quadrant Capital Group Llc
Hanlon Investment Management, Inc.
Amerivest Investment Management Llc
United Capital Financial Advisers, Llc
Fmr Llc
Northern Capital Management Llc
Atlanta Capital Group
Tactical Allocation Group Llc

Financial Strategy Network, Llc

Polaris Wealth Advisers, Llc
Victory Capital Management Inc

Evercore Wealth Management, Llc

Northern Oak Wealth Management Inc

Bank Of Nova Scotia

Hochman Cole Investment Advisors, Inc.

Insight 2811, Inc.

Curian Capital Llc
Hudock Moyer Wealth Resources, Llc
Lbj Family Wealth Advisors, Ltd.

Klingman & Associates, Llc

Ronald Blue & Co Llc

Johnson Financial Group, Inc.

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.

People's United Financial, Inc.

Ghp Investment Advisors, Inc.
Bridges Investment Management Inc

High Falls Advisors, Inc

Country Trust Bank

Capital One, National Association
Lord, Abbett & Co. Llc

Haverford Trust Co

Advisors Capital Management, Llc

Umb Bank N A/mo

Wms Partners, Llc
Buckingham Asset Management, Llc
Lpl Financial Llc
Financial Architects, Inc

Fulton Bank, N.a.

Evanson Asset Management, Llc
Ssi Investment Management Inc

Orrstown Financial Services Inc

Pennsylvania Trust Co

Burke & Herbert Bank & Trust Co

Fragasso Group Inc.

Nations Financial Group Inc, /ia/ /adv

St. Louis Trust Co

Pacific Financial Group Inc

Allianz Asset Management Ag

Aspiriant, Llc

Kalos Management, Inc.

Forte Capital Llc /adv
Bridges Investment Counsel Inc/
Cypress Wealth Advisors Llc
Staley Capital Advisers Inc
Gv Financial Advisors
Fisher Asset Management, Llc

Eastern Bank

First Financial Corp /in/

Beaumont Financial Partners, Llc
Alliancebernstein L.p.

Comerica Bank

Btc Capital Management, Inc.
Wilbanks Smith & Thomas Asset Management Llc
Sterling Capital Management Llc
Mairs & Power Inc

Simplex Trading, Llc

Community Bank, N.a.

William Blair Investment Management, Llc

Compagnie Lombard, Odier Sca

Iberiabank Corp
Jasper Ridge Partners, L.p.
Syntal Capital Partners, Llc

Montecito Bank & Trust

Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Indexiq Advisors Llc
Rinet Co Llc

First Interstate Bank

Burt Wealth Advisors
Next Financial Group, Inc
Rehmann Capital Advisory Group
Advisors Preferred, Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Riverpoint Capital Management, Llc
Signaturefd, Llc
Bkd Wealth Advisors, Llc
Autus Asset Management, Llc
Capital Directions Investment Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Winslow, Evans & Crocker, Inc.
Great Lakes Advisors Llc

Bank Of America Corp /de/

Regentatlantic Capital Llc
Vista Capital Partners, Inc.
Ironsides Asset Advisors, Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Spinnaker Trust

Hbk Sorce Advisory Llc
Blackrock Inc.

Sandy Spring Bank

Grimes & Company, Inc.
Regal Investment Advisors Llc

First United Bank Trust/

Franklin Resources Inc

Metlife Securities, Inc
Gemmer Asset Management Llc
North Star Investment Management Corp.
Fdx Advisors, Inc.
Twele Capital Management, Inc.
Clark Capital Management Group, Inc.

Hl Financial Services Llc

Federated Investors Inc /pa/

Mission Wealth Management, Llc

Jones Financial Companies Lllp

Ls Investment Advisors, Llc

Security National Trust Co

Front Barnett Associates Llc

Regions Financial Corp

Bank Of Hawaii
Bingham Osborn & Scarborough Llc
Colony Group Llc

Bank Of New York Mellon Corp

Lowe Brockenbrough & Co Inc
Mv Capital Management, Inc.
Davidson D A & Co
Cobiz Investment Management, Llc
Rivernorth Capital Management, Llc

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Sunbelt Securities, Inc.

Madison Investment Holdings Inc
Stanley-Laman Group, Ltd.
Cetera Advisor Networks Llc
Investment Centers Of America Inc

Carleon Capital Partners Llc

Commerce Bank

Ferguson Wellman Capital Management, Inc

Tower Square Investment Management, Llc

Lau Associates Llc
Blue Bell Private Wealth Management, Llc

Peapack Gladstone Financial Corp

Amalgamated Bank

Berkshire Asset Management Llc/pa
Henderson Group Plc

Hsbc Holdings Plc

Atria Investments Llc
Invesco Ltd.
Goelzer Investment Management, Inc.
Wedbush Morgan Securities Inc
First National Bank Of Omaha
Sage Financial Group Inc
Modera Wealth Management, Llc
Zacks Investment Management

Bremer Trust National Association

Voya Financial Advisors, Inc.
First Personal Financial Services
Cambridge Investment Research Advisors, Inc.
Aviance Capital Management, Llc
Baker Ellis Asset Management Llc
Manchester Capital Management Llc
First Republic Investment Management, Inc.
Strategic Financial Services, Inc,
Archford Capital Strategies, Llc
Hightower Advisors, Llc

Tnb Financial

Chevy Chase Trust Holdings, Inc.
Wealthtrust-Arizona, Llc
Eqis Capital Management, Inc.
M Holdings Securities, Inc.
Denver Investment Advisors Llc
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.


Lenox Wealth Management, Inc.

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
American Investment Services, Inc.
Edelman Financial Services, Llc
Morgan Dempsey Capital Management Llc
Choate Investment Advisors

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.

Retirement Planning Group

Citigroup Inc
Grubman Wealth Management

Coastline Trust Co

Valentine Capital Asset Management, Inc.
Eagle Capital Management Llc

Jacobus Wealth Management, Inc.

American Century Companies Inc
Telemus Capital, Llc
Investors Capital Advisory Services

Sageworth Trust Co

Condor Capital Management

Svenska Handelsbanken Ab (Publ)

New England Professional Planning Group Inc.

American International Group Inc

Reilly Financial Advisors, Llc
Geneva Advisors, Llc
Weatherly Asset Management L. P.
Sol Capital Management Co
Sterneck Capital Management, Llc
Winfield Associates, Inc.
Bridgewater Wealth & Financial Management, Llc
Northern Trust Corp

Private Trust Co Na

Ubs Oconnor Llc
Jnba Financial Advisors
Gerstein Fisher

Ladenburg Thalmann Financial Services Inc

Symetra Life Insurance Co

Cleary Gull Holdings Inc.

Morgan Stanley
Hancock Holding Co
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc
Badgley Phelps & Bell Inc

Ledyard National Bank

Smith, Moore & Co.
Sonata Capital Group Inc
Mosaic Financial Partners, Inc.
Farr Miller & Washington Llc/dc
Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Connable Office Inc

Ameritas Investment Partners, Inc.
Boston Partners
Annex Advisory Services, Llc
Financial Advisory Service, Inc.
Qci Asset Management Inc/ny
Summit Capital Management Llc

Bessemer Group Inc

Deroy & Devereaux Private Investment Counsel Inc
Stillwater Capital Advisors, Llc

Kellogg W K Foundation Trust

Tcw Group Inc

Amg National Trust Bank

Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
Carnick & Kubik, Llc

South State Corp

Coldstream Capital Management Inc
Estate Counselors, Llc
Brighton Jones Llc
Meritage Portfolio Management
Us Bancorp \de\
Puplava Financial Services, Inc.
Drexel Morgan & Co.
Seizert Capital Partners, Llc
Appleton Group, Llc

Asset Dedication, Llc

Dorsey & Whitney Trust Co Llc

Brown Brothers Harriman & Co
Barton Investment Management
Park Avenue Securities Llc
Asset Management Group, Inc.
Truepoint, Inc.

Stairway Partners, Llc

Joel Isaacson & Co., Llc

Coconut Grove Bank

Aristotle Capital Management, Llc
Pinebridge Investments, L.p.
Anchor Capital Advisors Llc

Bbva Compass Bancshares, Inc

Washington Capital Management Inc
Boston Advisors Llc
1st Global Advisors, Inc.
Mcnamara Financial Services, Inc.
Ftb Advisors, Inc.
Oppenheimer & Co Inc
Pinnacle Associates Ltd

Threshold Group Llc

Oakworth Capital, Inc.

Nottingham Advisors, Inc.
Jfs Wealth Advisors, Llc
Krasney Financial Llc
Evermay Wealth Management Llc

Schwab Charles Investment Management Inc

Fort Point Capital Partners, Llc
Cwm, Llc
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Keybank National Association/oh

Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Allen Investment Management Llc
Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp

Capital Asset Advisory Services Llc

Sigma Investment Counselors Inc
Duncker Streett & Co Inc
Accredited Investors Inc.
Ajo, Lp

Associated Banc-Corp

First City Capital Management, Inc.

Central Trust & Investment Co

Davidson Investment Advisors
New York Life Investment Management Llc
Lifeplan Financial Group, Inc
Advisory Services Network, Llc
Sigma Planning Corp
Hm Capital Management, Llc
Pbwm Holdings, Llc

City Holding Co

Parkside Financial Bank & Trust

Us Financial Advisors, Llc

Suntrust Banks Inc

Clearbridge Investments, Llc
Ep Wealth Advisors, Inc.
Rothschild Investment Corp /il
Mai Capital Management
Braun Stacey Associates Inc

First Hawaiian Bank

Hirtle Callaghan & Co Llc
Neuberger Berman Group Llc
Atlas Brown,inc.

Bronfman E.l. Rothschild, L.p.

Cambridge Trust Co

Stratos Wealth Partners, Ltd.

First Midwest Bank Trust Division

Sentinel Asset Management, Inc.
National Asset Management, Inc.
Rhumbline Advisers

Signature Estate & Investment Advisors Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management

Laurel Wealth Advisors, Inc.

Arbor Investment Advisors, Llc
Transamerica Financial Advisors, Inc.
Monetary Management Group Inc
Millennium Management Llc

Zions Bancorporation

Paradigm Financial Advisors, Llc
Concert Wealth Management Inc.
Dana Investment Advisors, Inc.
Northrock Partners, Llc

Macquarie Group Ltd

Janney Montgomery Scott Llc
1st Source Bank

Timber Hill Llc

Karp Capital Management Corp
Homrich & Berg
Equity Investment Corp/ga
Vantage Investment Advisors, Llc
Brown Advisory Securities, Llc

First Merchants Corp

Confluence Investment Management Llc
Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Segment Wealth Management, Llc

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Donald L. Hagan, Llc
Cetera Advisors Llc
New England Private Wealth Advisors Llc
Cahill Financial Advisors Inc

Bokf, Na

Pitcairn Co

Bbr Partners, Llc
Ngam Advisors, L.p.
Salient Capital Advisors, Llc

Financial Counselors Inc

Kernodle & Katon Asset Management Group, Llc

Alliance Wealth Management Group

Prudential Financial Inc

Clarius Group, Llc

Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/

Nicolet Bankshares Inc

Massmutual Trust Co Fsb/adv

Dubuque Bank & Trust Co

Baird Financial Group, Inc.
Nwam Llc
Meeder Asset Management Inc
Opus Capital Group, Llc

Capital City Trust Co/fl

Nwq Investment Management Company, Llc

Welch & Forbes Llc
Etrade Capital Management Llc
Perella Weinberg Partners Capital Management Lp

Ubs Group Ag

Wrapmanager Inc

Synovus Financial Corp

Private Ocean, Llc

Metropolitan Life Insurance Co/ny

Bb&t Corp

Ifp Advisors, Inc

Silvercrest Asset Management Group Llc
Solaris Asset Management Llc

Old National Bancorp /in/

Northpointe Capital Llc
Kayne Anderson Rudnick Investment Management Llc

Trust Co Of Vermont

Quest Investment Management Inc/or

Stock Yards Bank & Trust Co

D. Scott Neal, Inc.

Jane Street Group, Llc

Courier Capital Corp
Northeast Financial Consultants Inc

Old Second National Bank Of Aurora

Rnc Capital Management Llc

Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Rmb Capital Management, Llc
O'shaughnessy Asset Management, Llc
Middleton & Co Inc/ma

Chemung Canal Trust Co

Blackrock Institutional Trust Company, N.a.

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Qs Investors, Llc

First Manhattan Co

Farmers & Merchants Investments Inc

Phillips Financial Management, Llc
American Independence Financial Services Llc

Diamond Hill Capital Management Inc

Harvest Capital Management Inc
Glenmede Trust Co Na

Tompkins Financial Corp

Cranbrook Wealth Management, Llc
Wealth Architects, Llc
Argentus Capital Management, Llc
Prospera Financial Services Inc
Garde Capital, Inc.
Gupta Wealth Management Llc
Creative Planning
Wade G W & Inc
Concannon Wealth Management, Llc
Dowling & Yahnke Llc
Savant Capital, Llc
Sharkey, Howes & Javer

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through Apr 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 529 Multi-Cap Value Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 5.12
    Sharpe Ratio ² 0.07
    R-Squared ³ 0.94
    Beta ³ 1.07
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Multi-Cap Value Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present