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

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership1,353 shares
Latest Disclosed Value $ 482,518
Sigma Planning Corp reports 77.33% increase in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 1,353 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $482,426 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 763 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of 77.33% during the quarter. The current value of the position is $559,696 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)
2026-05-04 2026-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,353 590 77.33 483 69.72 0.0134
2026-01-30 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 763 14 1.87 285 4.03 0.0079
2025-11-10 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 749 45 6.39 274 14.71 0.0078
2025-08-05 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 704 -23 -3.16 239 7.21 0.0072
2025-05-02 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 727 27 3.86 223 -1.33 0.0071
2025-02-03 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 700 6 0.86 226 3.21 0.0071
2024-11-04 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 694 -1 -0.14 218 5.83 0.0067
2024-08-06 2024-06-30 13F ISHARES TR RUS 1000 ETF 464287622 695 695 207 0.0066
2022-08-11 2022-06-30 13F ISHARES TR RUS 1000 ETF 464287622 0 -3,706 -100.00 0 -100.00
2022-04-20 2022-03-31 13F ISHARES TR RUS 1000 ETF 464287622 3,706 495 15.42 927 9.19 0.0278
2022-02-02 2021-12-31 13F ISHARES TR RUSSELL 1000 INDEX ETF ETF 464287622 3,211 192 6.36 849 16.30 0.0237
2021-10-28 2021-09-30 13F ISHARES TR RUS 1000 ETF 464287622 3,019 22 0.73 730 0.55 0.0220
2021-08-13 2021-06-30 13F ISHARES TR RUSSELL 1000 INDEX ETF ETF 464287622 2,997 280 10.31 726 19.41 0.0216
2021-05-06 2021-03-31 13F ISHARES TR RUSSELL 1000 INDEX ETF ETF 464287622 2,717 63 2.37 608 8.19 0.0194
2021-02-09 2020-12-31 13F ISHARES TR RUS 1000 ETF 464287622 2,654 207 8.46 562 22.71 0.0191
2020-11-03 2020-09-30 13F ISHARES TR RUS 1000 ETF 464287622 2,447 2,447 458 0.0181
2020-07-31 2020-06-30 13F ISHARES TR RUS 1000 ETF 464287622 0 -6,186 -100.00 0 -100.00
2020-05-01 2020-03-31 13F ISHARES TR RUS 1000 ETF 464287622 6,186 -452 -6.81 876 -26.01 0.0520
2020-02-03 2019-12-31 13F ISHARES TR RUS 1000 ETF 464287622 6,638 437 7.05 1,184 16.08 0.0500
2019-11-01 2019-09-30 13F ISHARES TR RUS 1000 ETF 464287622 6,201 324 5.51 1,020 6.58 0.0490
2019-08-01 2019-06-30 13F ISHARES TR RUS 1000 ETF 464287622 5,877 2,771 89.21 957 95.71 0.0493
2019-05-01 2019-03-31 13F ISHARES TR RUS 1000 ETF 464287622 3,106 -888 -22.23 489 -11.73 0.0278
2019-01-31 2018-12-31 13F ISHARES TR RUS 1000 ETF 464287622 3,994 -727 -15.40 554 -27.49 0.0403
2018-11-07 2018-09-30 13F ISHARES TR RUS 1000 ETF 464287622 4,721 324 7.37 764 14.37 0.0449
2018-08-02 2018-06-30 13F ISHARES TR RUS 1000 ETF 464287622 4,397 56 1.29 668 4.70 0.0447
2018-05-11 2018-03-31 13F ISHARES TR RUS 1000 ETF 464287622 4,341 -183 -4.05 638 -5.06 0.0466
2018-02-07 2017-12-31 13F ISHARES TR RUS 1000 ETF 464287622 4,524 249 5.82 672 12.37 0.0518
2017-11-06 2017-09-30 13F ISHARES TR RUS 1000 ETF 464287622 4,275 430 11.18 598 15.00 0.0493
2017-08-02 2017-06-30 13F ISHARES TR RUS 1000 ETF 464287622 3,845 115 3.08 520 6.12 0.0489
2017-04-24 2017-03-31 13F ISHARES TR RUS 1000 ETF 464287622 3,730 619 19.90 490 26.61 0.0474
2017-01-23 2016-12-31 13F ISHARES TR RUS 1000 ETF 464287622 3,111 106 3.53 387 6.91 0.0423
2016-11-07 2016-09-30 13F ISHARES TR RUS 1000 ETF 464287622 3,005 25 0.84 362 4.02 0.0429
2016-07-22 2016-06-30 13F ISHARES TR RUS 1000 ETF 464287622 2,980 -1,282 -30.08 348 -28.40 0.0454
2016-04-18 2016-03-31 13F ISHARES TR RUS 1000 ETF 464287622 4,262 -10,670 -71.46 486 -71.28 0.0664
2016-01-20 2015-12-31 13F ISHARES TR RUS 1000 ETF 464287622 14,932 883 6.29 1,692 12.50 0.2369
2015-11-02 2015-09-30 13F ISHARES TR RUS 1000 ETF 464287622 14,049 9,147 186.60 1,504 164.32 0.2383
2015-07-14 2015-06-30 13F ISHARES TR RUS 1000 ETF 464287622 4,902 -534 -9.82 569 -9.68 0.0785
2015-04-23 2015-03-31 13F ISHARES TR RUS 1000 ETF 464287622 5,436 -639 -10.52 630 -9.48 0.0835
2015-02-13 2014-12-31 13F ISHARES TR RUS 1000 ETF 464287622 6,075 6,075 696 0.0920
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.