iShares Trust - iShares Russell 1000 Value ETF
US ˙ ARCA ˙ US4642875987

SecurityIWD / iShares Trust - iShares Russell 1000 Value ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership12,160 shares
Latest Disclosed Value $ 2,598,227
IFP Advisors, Inc reports 5.21% increase in ownership of IWD / iShares Trust - iShares Russell 1000 Value ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 12,160 shares of iShares Trust - iShares Russell 1000 Value ETF (US:IWD) valued at $2,598,227 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 11,558 shares of iShares Trust - iShares Russell 1000 Value ETF. This represents a change in shares of 5.21% during the quarter. The current value of the position is $2,930,925 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287598 12,160 602 5.21 2,598 6.87 0.0539
2026-02-06 2025-12-31 13F ISHARES TR cs 464287598 11,558 223 1.97 2,431 5.37 0.0546
2026-02-06 2025-09-30 13F/A-1 ISHARES TR RUS 1000 VAL ETF cs 464287598 11,335 -6,347 -35.90 2,308 -32.82 0.0599
2025-12-02 2025-09-30 13F ISHARES TR RUS 1000 VAL ETF cs 464287598 11,340 -6,342 2,309 0.0595
2025-07-24 2025-06-30 13F I cs 464287598 17,682 2,476 16.28 3,434 20.03 0.0976
2025-05-05 2025-03-31 13F ISHARES TR cs 464287598 15,206 -3,971 -20.71 2,861 -19.41 0.0882
2025-02-04 2024-12-31 13F ISHARES TR cs 464287598 19,177 11,661 155.15 3,550 148.95 0.1163
2025-02-04 2024-09-30 13F ISHARES TR cs 464287598 7,516 298 4.13 1,426 13.26 0.0514
2024-07-30 2024-06-30 13F ISHARES TR cs 464287598 7,218 2,395 49.66 1,259 45.89 0.0500
2024-07-30 2024-03-31 13F ISHARES TR cs 464287598 4,823 -80 -1.63 864 6.54 0.0379
2024-01-09 2023-12-31 13F ISHARES TR cs 464287598 4,903 -743 -13.16 810 -5.48 0.0382
2023-10-12 2023-09-30 13F ISHARES TR cs 464287598 5,646 28 0.50 857 -3.27 0.0385
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287598 5,618 -418 -6.93 887 20.38 0.0371
2023-08-04 2023-06-30 13F ISHARES TR cs 464287598 5,618 -418 685 0.0317
2023-04-18 2023-03-31 13F ISHARES TR cs 464287598 6,036 -3,202 -34.66 736 73,500.00 0.0320
2023-02-07 2022-12-31 13F ISHARES TR cs 464287598 9,238 -40 -0.43 1 -99.91 0.0300
2022-11-08 2022-09-30 13F ISHARES TR cs 464287598 9,278 904 10.80 1,131 10.88 0.0295
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287598 8,374 0 0.00 1,020 0.00 0.0327
2022-08-12 2022-06-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 155 -8,219 19 0.0340
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287598 8,374 5,198 163.66 1,020 90.65 0.0327
2022-08-08 2022-03-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 5,414 2,238 659 0.0135
2022-01-12 2021-12-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 3,176 -4,959 -60.96 535 -58.01 0.0105
2021-10-06 2021-09-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 8,135 471 6.15 1,274 4.60 0.0255
2021-07-13 2021-06-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 7,664 1,781 30.27 1,218 36.24 0.0252
2021-04-30 2021-03-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 5,883 1,734 41.79 894 57.67 0.0174
2021-01-25 2020-12-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 4,149 -420 -9.19 567 5.19 0.0230
2020-10-29 2020-09-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 4,569 765 20.11 539 27.12 0.0322
2020-08-05 2020-06-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 3,804 853 28.91 424 42.28 0.0336
2020-05-12 2020-03-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 2,951 -1,405 -32.25 298 -49.92 0.0301
2020-01-17 2019-12-31 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 4,356 -874 -16.71 595 -11.06 0.0447
2019-11-07 2019-09-30 13F ISHARES TR RUS 1000 VAL ETF Stock 464287598 5,230 -2,691 -33.97 669 -31.45 0.0448
2019-05-15 2019-03-31 13F ISHARES RUSSELL 1000VALUE ETF ETF 464287598 7,921 -8,312 -51.20 976 -45.38 0.1333
2019-06-03 2018-12-31 13F/A-10 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 16,233 -81,390 -83.37 1,787 -85.54 0.1089
2019-01-23 2018-12-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 16,233 -81,390 1,787 0.1089
2019-06-03 2018-09-30 13F/A-9 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 97,623 1,735 1.81 12,361 6.20 0.5038
2018-10-25 2018-09-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 97,623 1,735 12,361 0.5038
2019-06-03 2018-06-30 13F/A-8 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 95,888 8,955 10.30 11,639 7.68 0.4895
2018-08-07 2018-06-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 95,888 3,785 11,639
2019-06-03 2018-03-31 13F/A-7 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,933 0 0.00 10,809 0.00 0.4899
2018-05-09 2018-03-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 92,103 5,170 11,049
2019-06-03 2017-12-31 13F/A-6 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,933 358 0.41 10,809 5.35 0.4899
2018-01-24 2017-12-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,933 358 10,809
2017-10-30 2017-09-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,575 -46 -0.05 10,260 1.74 0.4074
2019-06-03 2017-06-30 13F/A-5 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,621 1,213 1.42 10,085 2.73 0.4275
2017-07-31 2017-06-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 86,621 1,213 10,085
2019-06-03 2017-03-31 13F/A-4 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,408 -377 -0.44 9,817 2.15 0.4276
2017-04-26 2017-03-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,408 -377 9,817
2019-06-03 2016-12-31 13F/A-3 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,785 1,623 1.93 9,610 8.11 0.4637
2017-02-14 2016-12-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,785 1,623 9,610
2016-11-04 2016-09-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 84,162 -1,297 -1.52 8,889 0.76 0.4622
2019-06-03 2016-06-30 13F/A-2 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,459 77,538 978.89 8,822 803.89 0.4926
2016-08-22 2016-06-30 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 85,459 77,538 8,822
2019-06-03 2016-03-31 13F/A-1 ISHARES RUSSELL 1000VALUE ETF ETF 464287598 7,921 -91,899 -92.06 976 -90.01 0.1333
2016-05-02 2016-03-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 84,324 -15,496 8,332
2016-02-11 2015-12-31 13F ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 99,820 99,820 9,768 0.6557
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.