iShares Trust - iShares Russell 1000 Value ETF
CL ˙ SNSE ˙ US4642875987
SecurityCL:IWD / iShares Trust - iShares Russell 1000 Value ETF
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership16,311 shares
Latest Disclosed Value $ 3,485,081
Ancora Advisors, LLC reports 2.77% increase in ownership of IWD / iShares Trust - iShares Russell 1000 Value ETF

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 16,311 shares of iShares Trust - iShares Russell 1000 Value ETF (CL:IWD) valued at $3,485,081 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 15,872 shares of iShares Trust - iShares Russell 1000 Value ETF. This represents a change in shares of 2.77% during the quarter.

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)
2026-05-15 2026-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 16,311 439 2.77 3,485 4.40 0.0741
2026-02-17 2025-12-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 15,872 192 1.22 3,339 4.57 0.0688
2025-11-14 2025-09-30 13F ISHARES TR INDX FD 464287598 15,680 -249 -1.56 3,192 3.20 0.0638
2025-08-14 2025-06-30 13F ISHARES TR INDX FD 464287598 15,929 -25 -0.16 3,094 3.07 0.0642
2025-05-15 2025-03-31 13F ISHARES TR INDX FD 464287598 15,954 21 0.13 3,002 1.76 0.0670
2025-02-14 2024-12-31 13F ISHARES TR INDX FD 464287598 15,933 193 1.23 2,950 -1.27 0.0658
2024-11-14 2024-09-30 13F ISHARES TR INDX FD 464287598 15,740 1 0.01 2,987 8.78 0.0680
2024-08-14 2024-06-30 13F ISHARES TR INDX FD 464287598 15,739 44 0.28 2,746 -2.31 0.0680
2024-05-16 2024-03-31 13F ISHARES TR INDX FD 464287598 15,695 -220 -1.38 2,811 6.88 0.0639
2024-02-14 2023-12-31 13F ISHARES TR INDX FD 464287598 15,915 93 0.59 2,630 9.49 0.0618
2023-11-14 2023-09-30 13F ISHARES TR INDX FD 464287598 15,822 -32 -0.20 2,402 -4.00 0.0638
2023-08-14 2023-06-30 13F ISHARES TR INDX FD 464287598 15,854 -101 -0.63 2,502 3.01 0.0658
2023-05-16 2023-03-31 13F ISHARES TR INDX FD 464287598 15,955 203 1.29 2,429 1.67 0.0689
2023-02-14 2022-12-31 13F ISHARES TR INDX FD 464287598 15,752 300 1.94 2,389 13.65 0.0688
2022-11-14 2022-09-30 13F ISHARES TR INDX FD 464287598 15,452 69 0.45 2,102 -5.74 0.0650
2022-08-15 2022-06-30 13F ISHARES TR INDX FD 464287598 15,383 778 5.33 2,230 -8.00 0.0628
2022-05-16 2022-03-31 13F/A-1 ISHARES TR INDX FD 464287598 14,605 -113 -0.77 2,424 -1.94 0.0588
2022-05-13 2022-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 12,373 -2,345 1,875 0.0323
2022-02-14 2021-12-31 13F ISHARES TR INDX FD 464287598 14,718 165 1.13 2,472 8.52 0.0586
2021-11-15 2021-09-30 13F ISHARES TR INDX FD 464287598 14,553 233 1.63 2,278 0.31 0.0589
2021-11-12 2021-06-30 13F/A-1 ISHARES TR INDX FD 464287598 14,320 1,947 15.74 2,271 21.12 0.0593
2021-08-13 2021-06-30 13F ISHARES TR INDX FD 464287598 14,320 1,947 2,271 0.0593
2021-11-12 2021-03-31 13F/A-1 ISHARES TR RUSSELL1000VAL INDX FD 464287598 12,373 350 2.91 1,875 14.05 0.0518
2021-05-14 2021-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 12,373 350 1,875 0.0518
2021-11-12 2020-12-31 13F/A-1 ISHARES TR INDX FD 464287598 12,023 563 4.91 1,644 21.42 0.0530
2021-02-12 2020-12-31 13F ISHARES TR INDX FD 464287598 12,023 563 1,644 0.0530
2021-11-12 2020-09-30 13F/A-1 ISHARES TR INDX FD 464287598 11,460 -300 -2.55 1,354 2.19 0.0538
2020-11-13 2020-09-30 13F ISHARES TR INDX FD 464287598 11,460 -300 1,354 0.0538
2021-11-12 2020-06-30 13F/A-1 ISHARES TR INDX FD 464287598 11,760 -5,200 -30.66 1,325 -21.22 0.0555
2020-08-14 2020-06-30 13F ISHARES TR INDX FD 464287598 11,760 -5,200 1,325 0.0555
2021-11-12 2020-03-31 13F/A-1 ISHARES TR INDX FD 464287598 16,960 -27 -0.16 1,682 -27.44 0.0778
2020-05-14 2020-03-31 13F ISHARES TR INDX FD 464287598 16,960 -27 1,682 0.0778
2020-02-14 2019-12-31 13F ISHARES TR INDX FD 464287598 16,987 127 0.75 2,318 7.22 0.0863
2019-11-19 2019-09-30 13F/A-2 ISHARES TR INDX FD 464287598 16,860 -1,001 -5.60 2,162 -4.84 0.0943
2019-11-18 2019-09-30 13F/A-1 ISHARES TR INDX FD 464287598 16,860 -1,001 2,162 0.0943
2019-11-14 2019-09-30 13F ISHARES TR INDX FD 464287598 16,860 -1,001 2,162 0.0948
2019-11-14 2019-06-30 13F/A-1 ISHARES TR INDX FD 464287598 17,861 3,013 20.29 2,272 23.95 0.1019
2019-08-12 2019-06-30 13F ISHARES TR INDX FD 464287598 17,861 3,013 2,272 93,843.3865
2019-11-14 2019-03-31 13F/A-1 ISHARES TR INDX FD 464287598 14,848 -1,250 -7.76 1,833 2.52 0.0832
2019-05-15 2019-03-31 13F ISHARES TR INDX FD 464287598 14,848 -1,250 1,833 76,359.8871
2019-11-14 2018-12-31 13F/A-1 ISHARES TR INDX FD 464287598 16,098 12,762 382.55 1,788 322.70 0.0860
2019-02-14 2018-12-31 13F ISHARES TR INDX FD 464287598 16,098 12,762 1,788
2018-11-13 2018-09-30 13F ISHARES TR INDX FD 464287598 3,336 -1,519 -31.29 423 -28.31 0.0163
2018-08-10 2018-06-30 13F ISHARES TR INDX FD 464287598 4,855 0 0.00 590 1.37 0.0256
2018-05-15 2018-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 4,855 -249 -4.88 582 -8.35 0.0262
2018-02-14 2017-12-31 13F ISHARES TR INDX FD 464287598 5,104 220 4.50 635 9.67 0.0339
2017-11-14 2017-09-30 13F ISHARES TR INDX FD 464287598 4,884 -1,916 -28.18 579 -26.89 0.0336
2017-08-14 2017-06-30 13F ISHARES TR INDX FD 464287598 6,800 80 1.19 792 2.46 0.0513
2017-05-15 2017-03-31 13F ISHARES TR INDX FD 464287598 6,720 -782 -10.42 773 -8.09 0.0523
2017-02-14 2016-12-31 13F ISHARES TR INDX FD 464287598 7,502 -567 -7.03 841 -1.29 0.0613
2016-11-14 2016-09-30 13F ISHARES TR INDX FD 464287598 8,069 28 0.35 852 2.65 0.0862
2016-08-11 2016-06-30 13F ISHARES TR INDX FD 464287598 8,041 189 2.41 830 6.96 0.0965
2016-05-13 2016-03-31 13F ISHARES TR INDX FD 464287598 7,852 304 4.03 776 5.01 0.0953
2016-02-12 2015-12-31 13F/A ISHARES TR INDX FD 464287598 7,548 0 0.00 739 4.97 0.0945
2016-02-11 2015-12-31 13F ISHARES TR INDX FD 464287598 6,697 -851 699 0.0919
2015-10-30 2015-09-30 13F ISHARES TR INDX FD 464287598 7,548 0 0.00 704 -9.63 0.0906
2015-07-30 2015-06-30 13F ISHARES TR INDX FD 464287598 7,548 7,548 0.00 779 0.13 0.0915
2015-05-15 2015-03-31 13F/A-1 ISHARES TR RUSSELL1000VAL INDX FD 464287598 0 -6,697 -100.00 778 11.30 0.0952
2015-05-15 2015-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 0 778
2015-02-11 2014-12-31 13F/A-1 ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,697 0 0.00 699 4.33 0.0853
2015-02-11 2014-12-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,697 0 699 0.0853
2014-11-07 2014-09-30 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,697 -1,040 -13.44 670 -14.54 0.0859
2014-07-31 2014-06-30 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 7,737 1,605 26.17 784 32.43 0.1016
2014-05-13 2014-03-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,132 -428 -6.52 592 -4.21 0.0837
2014-02-07 2013-12-31 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,560 186 2.92 618 12.57 0.0933
2013-10-31 2013-09-30 13F/A-1 ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,374 0 0.00 549 2.81 0.0942
2013-10-25 2013-09-30 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,374 549
2013-07-22 2013-06-30 13F ISHARES TR RUSSELL1000VAL INDX FD 464287598 6,374 6,374 534 0.0915
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.