PlanOptica
iShares

iShares Russell 1000 Value ETF

Ticker IWD · CUSIP 464287598 · ETFIndex

Matched by tickerAll BlackRock fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
15
8 with $250K or more
Dollars held
$7.8M
69,847 of 69,862 plans with fund lines hold none
Median per plan
$300K
Share of their fund dollars
2.3%

Plans that added or dropped it from 2024 to 2025

Added
2 plans
$1.0M at year-end 2025
Dropped
2 plans
$9.5M at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that dropped it after 2024 (2 plans)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold iShares Russell 1000 Value ETF

The largest 10 plans in each list.

Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant$49.4M plan · Calgon Carbon Corporation, PA · Not identified$2.0M
Operating Engineers Local No. 147 Annuity Fund$64.7M plan · Board of Trustees - Operating Engineers Local No. 147 Annuity, VA · Southern Benefit Administrators$1.4M
American Bakery Company 401(k) Profit Sharing Plan$14.3M plan · Oakhurst Industries, Inc. Dba American Bakery Company, CA · Not identified$1.4M
Roberts Oxygen Company, Inc. Profit Sharing Plan$227M plan · Roberts Oxygen Company, Inc., MD · Not identified$593K
Strand Associates, Inc. Employees Profit Sharing Trust$199M plan · Strand Associates, Inc., WI · Baird$454K
Morrell's Electro Plating Co., Inc. Profit Sharing Plan$5.3M plan · Morrell's Electro Plating Co., Inc., CA · Ascensus$432K
Pineleaf Investments, Inc. Profit Sharing Plan$2.5M plan · Pineleaf Investments Inc., GA · Precision Plan Administration$333K
Hillside-Hudson Cash Balance Plan$5.3M plan · Hillside Manor Rehabilitation and Extended Care Center, LLC, NY · Not identified$300K
Tile Finishers Local Union No. 18 St. Louis, Mo Pension Plan$10.2M plan · Tile Finishers Local Union No. 18, MO · Not identified$220K
Rey Profit Sharing Plan and Trust$42.7M plan · Easter Unlimited , Inc., NY · Empower$175K

Plans whose filed schedule lists iShares Russell 1000 Value ETF.

See all 15 plans with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • Plan and sponsor names
  • Recordkeeper
  • Plan assets
  • Dollars held and % of plan funds

How the filings spell it

Show 2 names seen in the filings
  • Ishares Russell 1000 Value
  • Russell 1000 Value Etf