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

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionMorgan Stanley
Latest Disclosed Ownership29,761,929 shares
Latest Disclosed Value $ 7,380,959,212
Morgan Stanley reports 73.83% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 29,761,929 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $7,380,958,392 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 17,121,140 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 73.83% during the quarter. The current value of the position is $8,690,780,887 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)
2026-05-15 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 29,761,929 12,640,789 73.83 7,380,959 75.13 0.4447
2026-05-27 2025-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 17,121,140 -1,030,829 -5.68 4,214,541 -4.04 0.2516
2026-02-13 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,121,140 -1,030,829 4,214,541 0.2516
2026-05-27 2025-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,151,969 -2,709,746 -12.99 4,392,052 -2.44 0.2659
2025-11-14 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,151,969 -2,709,746 4,392,052 0.2659
2025-08-15 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 20,861,715 -2,374,239 -10.22 4,501,750 -2.88 0.2933
2025-05-15 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 23,235,954 3,695,496 18.91 4,635,341 7.36 0.3314
2025-05-15 2024-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 19,540,458 1,419,890 7.84 4,317,661 7.87 0.3025
2025-02-14 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 19,540,458 1,419,890 4,317,661 0.3025
2025-05-14 2024-09-30 13F/A-2 ISHARES TR RUSSELL 2000 ETF 464287655 18,120,568 -144,565 -0.79 4,002,653 8.01 0.2902
2025-02-14 2024-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,120,568 -144,565 4,002,653 0.2902
2024-11-14 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,120,568 -144,565 4,002,653 0.0345
2025-05-14 2024-06-30 13F/A-2 ISHARES TR RUSSELL 2000 ETF 464287655 18,265,133 1,814,139 11.03 3,705,813 7.12 0.2868
2024-10-17 2024-06-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,265,133 1,814,139 3,705,813 0.2867
2024-08-14 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,265,133 1,814,139 3,705,813 0.2868
2024-10-17 2024-03-31 13F/A-2 ISHARES TR RUSSELL 2000 ETF 464287655 16,450,994 -6,512,960 -28.36 3,459,645 -24.94 0.2776
2024-08-16 2024-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 16,450,994 -6,512,960 3,459,645 0.0325
2024-05-15 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,450,994 -6,512,960 3,459,645 0.2776
2024-08-16 2023-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 22,963,954 3,329,539 16.96 4,609,096 32.82 0.4062
2024-02-13 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 22,963,954 3,329,539 4,609,096 0.4062
2023-11-15 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 19,634,415 5,063,767 34.75 3,470,187 27.18 0.3529
2023-08-14 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,570,648 1,453,812 11.08 2,728,646 16.61 0.2689
2023-05-15 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 13,116,836 49,361 0.38 2,340,044 2.70 0.2509
2023-02-14 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 13,067,475 -10,021,891 -43.40 2,278,445 -40.17 0.2588
2022-11-14 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 23,089,366 1,865,000 8.79 3,807,899 5.94 0.5190
2022-10-27 2022-06-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 21,224,366 4,435,124 26.42 3,594,557 4.30 0.4666
2022-08-15 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 21,224,366 4,435,124 3,594,557 0.4666
2022-10-27 2022-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 16,789,242 -1,240,715 -6.88 3,446,329 -14.07 0.4648
2022-05-13 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,789,242 -1,240,715 3,446,329 0.4648
2022-02-14 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,029,957 1,570,851 9.54 4,010,764 11.40 0.4952
2021-11-15 2021-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,459,106 -2,343,899 -12.47 3,600,430 -16.52 0.4849
2021-08-23 2021-06-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,803,005 -1,598,291 -7.83 4,312,845 -4.32 0.5689
2021-08-16 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,803,005 -1,598,291 4,312,845 0.1183
2021-05-17 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 20,401,296 7,391,200 56.81 4,507,462 76.71 0.6621
2021-02-16 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 13,010,096 -1,023,178 -7.29 2,550,759 21.35 0.3940
2020-11-13 2020-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,033,274 -6,452,273 -31.50 2,102,044 -28.33 0.4066
2020-08-14 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 20,485,547 2,634,084 14.76 2,933,121 43.55 0.6492
2020-05-26 2020-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 17,851,463 10,854,416 155.13 2,043,278 76.27 0.5553
2020-05-15 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,851,463 10,854,416 2,043,278 156,966.3455
2020-02-14 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,997,047 -7,839,268 -52.84 1,159,200 -48.37 0.2696
2019-11-14 2019-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,836,315 5,461,607 58.26 2,245,327 54.03 0.5944
2019-08-14 2019-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,374,708 2,806,328 42.72 1,457,767 44.97 0.3880
2019-05-15 2019-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,568,380 -5,075,126 -43.59 1,005,552 -35.50 0.2846
2019-02-14 2018-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 11,643,506 -7,124,029 -37.96 1,559,065 -50.71 0.4665
2019-04-23 2018-09-30 13F/A-2 ISHARES TR RUSSELL 2000 ETF 464287655 18,767,535 49,724 0.27 3,163,267 3.19 0.7917
2018-11-20 2018-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,767,535 0 3,163,267 0.7917
2018-11-14 2018-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,767,535 49,724 3,163,267
2019-04-23 2018-06-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 18,717,811 4,747,778 33.99 3,065,416 44.52 0.8282
2018-08-14 2018-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,717,811 4,747,778 3,065,416
2019-04-23 2018-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 13,970,033 8,225,783 143.20 2,121,070 142.19 0.5887
2018-05-14 2018-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 13,970,033 8,225,783 2,121,070
2019-04-23 2017-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 5,744,250 -4,350,324 -43.10 875,770 -41.45 0.2397
2018-02-14 2017-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 5,744,250 -4,350,324 875,770
2017-11-14 2017-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 10,094,574 2,017,558 24.98 1,495,814 31.42 0.4480
2017-08-11 2017-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 8,077,016 -13,745,447 -62.99 1,138,214 -62.06 0.3439
2017-05-22 2017-03-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 21,822,463 -47,284 -0.22 3,000,153 1.73 0.9221
2017-05-12 2017-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 21,822,463 3,000,153
2017-02-22 2016-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 21,869,747 1,879,429 9.40 2,949,136 18.77 0.9652
2017-02-13 2016-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 21,869,747 2,949,136
2016-11-10 2016-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 19,990,318 2,682,168 15.50 2,482,996 24.77 0.8480
2016-08-12 2016-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,308,150 -335,654 -1.90 1,990,092 1.95 0.7188
2016-05-12 2016-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,643,804 -3,989,519 -18.44 1,951,933 -19.88 0.7512
2016-02-09 2015-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 21,633,323 -16,204,384 -42.83 2,436,345 -41.04 0.8819
2016-02-08 2015-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 37,837,707 12,270,036 47.99 4,131,878 29.43 1.5270
2015-11-09 2015-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 37,837,707 4,131,878
2015-08-12 2015-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 25,567,671 8,243,518 47.58 3,192,380 48.17 1.1065
2015-05-14 2015-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,324,153 1,365,810 8.56 2,154,604 12.87 0.7935
2015-02-13 2014-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 15,958,343 -14,257,704 -47.19 1,908,937 -42.23 0.6980
2014-12-16 2014-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 30,216,047 653,349 2.21 3,304,125 -3.93 1.2705
2014-11-14 2014-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 30,216,047 3,304,125
2014-05-13 2014-03-31 13F ISHARES RUSSELL 2000 ETF 464287655 29,562,698 7,112,015 31.68 3,439,324 32.80 1.4403
2014-02-13 2013-12-31 13F ISHARES RUSSELL 2000 ETF 464287655 22,450,683 -12,462,221 -35.70 2,589,910 -30.42 1.1016
2013-11-13 2013-09-30 13F ISHARES RUSSELL 2000 COM 464287655 34,912,904 9,695,003 38.44 3,722,066 52.16 1.7594
2013-08-08 2013-06-30 13F ISHARES RUSSELL 2000 COM 464287655 25,217,901 25,217,901 2,446,138 1.2339
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.