iShares Trust - iShares Russell 1000 ETF
US ˙ ARCA ˙ US4642876225

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionCwm, Llc
Latest Disclosed Ownership45,888 shares
Latest Disclosed Value $ 16,361,817
Cwm, Llc reports 10.16% decrease in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 45,888 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $16,361,825 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 51,080 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of -10.16% during the quarter. The current value of the position is $18,898,055 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)
2026-05-14 2026-03-31 13F ISHARES TR RUS 1000 ETF 464287622 45,888 -5,192 -10.16 16,362 86,010.53 0.0425
2026-01-26 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 51,080 22,635 79.57 19 90.00 0.0517
2025-10-15 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 28,445 -18,605 -39.54 10 -33.33 0.0313
2025-07-25 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 47,050 -73,808 -61.07 16 -59.46 0.0563
2025-05-01 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 120,858 77,547 179.05 37 184.62 0.1478
2025-02-04 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 43,311 -7,861 -15.36 14 -18.75 0.0579
2024-10-08 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 51,172 2,166 4.42 16 14.29 0.0692
2024-07-10 2024-06-30 13F ISHARES TR RUS 1000 ETF 464287622 49,006 -1,603 -3.17 15 0.00 0.0687
2024-04-05 2024-03-31 13F ISHARES TR RUS 1000 ETF 464287622 50,609 2,310 4.78 15 16.67 0.0709
2024-02-01 2023-12-31 13F ISHARES TR RUS 1000 ETF 464287622 48,299 23,902 97.97 13 140.00 0.0681
2023-10-11 2023-09-30 13F ISHARES TR RUS 1000 ETF 464287622 24,397 11,148 84.14 6 66.67 0.0351
2023-08-03 2023-06-30 13F ISHARES TR RUS 1000 ETF 464287622 13,249 950 7.72 3 50.00 0.0200
2023-05-01 2023-03-31 13F ISHARES TR RUS 1000 ETF 464287622 12,299 -395 -3.11 3 0.00 0.0187
2023-02-01 2022-12-31 13F ISHARES TR RUS 1000 ETF 464287622 12,694 1,421 12.61 3 -99.91 0.0197
2022-10-27 2022-09-30 13F ISHARES TR RUS 1000 ETF 464287622 11,273 -28 -0.25 2,225 -5.24 0.0177
2022-07-28 2022-06-30 13F ISHARES TR RUS 1000 ETF 464287622 11,301 106 0.95 2,348 -16.14 0.0182
2022-04-21 2022-03-31 13F ISHARES TR RUS 1000 ETF 464287622 11,195 -313 -2.72 2,800 -7.99 0.0199
2022-01-31 2021-12-31 13F ISHARES TR RUS 1000 ETF 464287622 11,508 1,777 18.26 3,043 29.16 0.0214
2021-09-15 2021-06-30 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2021-07-29 2021-06-30 13F ISHARES TR RUS 1000 ETF 464287622 9,731 0 2,356 0.0188
2021-09-15 2021-03-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2021-04-27 2021-03-31 13F ISHARES TR RUS 1000 ETF 464287622 9,731 0 2,178 0.0192
2021-09-15 2020-12-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2021-01-27 2020-12-31 13F ISHARES TR RUS 1000 ETF 464287622 9,841 110 2,085 0.0195
2021-09-15 2020-09-30 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2020-10-19 2020-09-30 13F ISHARES TR RUS 1000 ETF 464287622 9,658 -73 1,807 0.0201
2021-09-15 2020-06-30 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2020-07-22 2020-06-30 13F ISHARES TR RUS 1000 ETF 464287622 9,726 -5 1,670 0.0198
2021-09-15 2020-03-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2020-04-28 2020-03-31 13F ISHARES TR RUS 1000 ETF 464287622 10,385 654 1,470 0.0219
2021-09-14 2019-12-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2020-01-27 2019-12-31 13F ISHARES TR RUS 1000 ETF 464287622 9,946 215 1,775 0.0227
2021-09-14 2019-09-30 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2019-10-22 2019-09-30 13F ISHARES TR RUS 1000 ETF 464287622 9,946 215 1,637 0.0238
2021-09-14 2019-06-30 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 0 0.00 2,356 0.00 0.0188
2019-07-31 2019-06-30 13F ISHARES TR RUS 1000 ETF 464287622 9,946 215 1,619 0.0268
2021-09-02 2019-03-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 9,731 8,217 542.73 2,356 1,021.90 0.0188
2019-04-22 2019-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,227 -287 193 0.0039
2019-01-25 2018-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,514 140 10.19 210 -5.41 0.0052
2018-10-29 2018-09-30 13F ISHARES TR RUS 1000 ETF 464287622 1,374 379 38.09 222 47.02 0.0057
2018-07-31 2018-06-30 13F ISHARES TR RUS 1000 ETF 464287622 995 -65 -6.13 151 -3.21 0.0050
2018-04-26 2018-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,060 0 0.00 156 -1.27 0.0062
2018-01-16 2017-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,060 0 0.00 158 6.76 0.0070
2017-10-16 2017-09-30 13F ISHARES TR RUS 1000 ETF 464287622 1,060 0 0.00 148 3.50 0.0070
2017-07-17 2017-06-30 13F ISHARES TR RUS 1000 ETF 464287622 1,060 0 0.00 143 2.88 0.0073
2017-04-17 2017-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,060 172 19.37 139 25.23 0.0079
2017-01-19 2016-12-31 13F ISHARES TR RUS 1000 ETF 464287622 888 450 102.74 111 109.43 0.0068
2016-10-17 2016-09-30 13F ISHARES TR RUS 1000 ETF 464287622 438 -825 -65.32 53 -64.19 0.0037
2016-07-21 2016-06-30 13F ISHARES TR RUS 1000 ETF 464287622 1,263 957 312.75 148 322.86 0.0108
2016-04-18 2016-03-31 13F ISHARES TR RUS 1000 ETF 464287622 306 -2,001 -86.74 35 -86.59 0.0031
2016-02-01 2015-12-31 13F ISHARES TR RUS 1000 ETF 464287622 2,307 -8,176 -77.99 261 -76.74 0.0255
2015-10-30 2015-09-30 13F ISHARES TR RUS 1000 ETF 464287622 10,483 10,483 1,122 0.1130
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.