iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership159,768 shares
Latest Disclosed Value $ 8,017,814
Equitable Holdings, Inc. reports 3.42% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 159,768 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $39,622,464 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 154,489 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 3.42% during the quarter. The current value of the position is $44,998,657 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.

Upgrade to unlock premium data and export to Excel .

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 RUSSELL 2000 ETF 464287655 159,768 5,279 3.42 8,018 -78.92 0.0516
2026-02-17 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 154,489 35,245 29.56 38,029 31.81 0.2600
2025-11-14 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 119,244 5,407 4.75 28,852 17.46 0.2122
2025-08-15 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 113,837 10,419 10.07 24,565 19.07 0.2025
2025-05-13 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 103,418 -4,949 -4.57 20,631 -13.84 0.1958
2025-02-12 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 108,367 -19,372 -15.17 23,945 -15.14 0.2279
2024-11-14 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 127,739 9,283 7.84 28,216 17.41 0.2731
2024-08-14 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 118,456 5,991 5.33 24,034 1.62 0.2528
2024-05-14 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 112,465 18,984 20.31 23,651 26.06 0.2664
2024-02-13 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 93,481 -14,548 -13.47 18,763 -1.73 0.2314
2023-11-14 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 108,029 1,349 1.26 19,093 -4.43 0.2739
2023-08-15 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 106,680 23,185 27.77 19,978 34.12 0.2871
2023-05-15 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 83,495 -61 -0.07 14,896 2.24 0.2382
2023-02-14 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 83,556 9,499 12.83 14,569 19.27 0.2535
2022-11-14 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 74,057 -14,048 -15.94 12,214 -18.15 0.2387
2022-08-15 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 88,105 -182 -0.21 14,922 -17.66 0.2847
2022-05-13 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 88,287 3,089 3.63 18,123 -4.37 0.2966
2022-02-11 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 85,198 6,556 8.34 18,952 10.17 0.2985
2021-11-12 2021-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 78,642 8,333 11.85 17,203 6.67 0.2936
2021-08-11 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 70,309 5,368 8.27 16,127 12.40 0.2778
2021-05-14 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 64,941 7,021 12.12 14,348 26.36 0.3034
2021-02-09 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 57,920 7,760 15.47 11,355 51.14 0.2585
2020-11-13 2020-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 50,160 2,475 5.19 7,513 10.03 0.1938
2020-08-13 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 47,685 -3,023 -5.96 6,828 17.64 0.1965
2020-05-15 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 50,708 1,997 4.10 5,804 -28.08 0.2085
2020-05-28 2019-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 48,711 48,711 8,070 0.2358
2020-02-18 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 48,711 8,070 0.0421
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.