iShares Trust - iShares Russell Mid-Cap ETF
US ˙ ARCA ˙ US4642874998

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionBessemer Group Inc
Latest Disclosed Ownership132,847 shares
Latest Disclosed Value $ 12,917
Bessemer Group Inc reports 5.11% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 132,847 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $12,916,714 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 140,006 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -5.11% during the quarter. The current value of the position is $14,340,834 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)
2026-05-06 2026-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 132,847 -7,159 -5.11 13 -7.69 0.0203
2026-02-05 2025-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 140,006 12,376 9.70 13 8.33 0.0207
2025-11-05 2025-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 127,630 51,565 67.79 12 100.00 0.0188
2025-08-01 2025-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 76,065 -1,362 -1.76 7 0.00 0.0114
2025-04-23 2025-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 77,427 16,610 27.31 7 20.00 0.0118
2025-02-13 2024-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 60,817 -13,275 -17.92 5 -16.67 0.0088
2024-11-12 2024-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 74,092 25,465 52.37 7 100.00 0.0108
2024-08-13 2024-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 48,627 2,762 6.02 4 0.00 0.0070
2024-08-13 2024-03-31 13F/A-1 ISHARES RUSSELL MIDCAP ETF FET 464287499 45,865 18,865 69.87 4 50.00 0.0070
2024-05-13 2024-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 45,865 18,865 4 0.0070
2024-02-09 2023-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 27,000 50 0.19 2 100.00 0.0041
2023-11-13 2023-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 26,950 4,690 21.07 2 0.00 0.0041
2023-08-10 2023-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 22,260 -12,643 -36.22 2 -50.00 0.0034
2023-05-10 2023-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 34,903 956 2.82 2 0.00 0.0058
2023-02-13 2022-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 33,947 15,238 81.45 2 -99.83 0.0056
2022-11-09 2022-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 18,709 1,061 6.01 1,163 1.93 0.0030
2022-08-10 2022-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 17,648 -5,731 -24.51 1,141 -37.48 0.0028
2022-05-12 2022-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 23,379 -2,107 -8.27 1,825 -13.71 0.0038
2022-01-27 2021-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 25,486 2,381 10.31 2,115 17.04 0.0042
2021-11-12 2021-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 23,105 0 0.00 1,807 -1.31 0.0039
2021-08-06 2021-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 23,105 3,627 18.62 1,831 27.15 0.0040
2021-05-13 2021-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 19,478 -2,741 -12.34 1,440 -5.45 0.0035
2021-02-09 2020-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 22,219 13,103 143.74 1,523 191.20 0.0040
2020-11-12 2020-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,116 0 0.00 523 7.17 0.0015
2020-08-05 2020-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,116 -405 -4.25 488 18.73 0.0015
2020-04-30 2020-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,521 -320 -3.25 411 -29.86 0.0017
2020-02-04 2019-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,841 -365 -3.58 586 2.63 0.0019
2019-11-07 2019-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 10,206 -2,585 -20.21 571 -20.14 0.0020
2019-07-19 2019-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 12,791 3,845 42.98 715 48.03 0.0024
2019-05-13 2019-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 8,946 -930 -9.42 483 5.23 0.0019
2019-05-21 2018-12-31 13F/A-1 ISHARES RUSSELL MIDCAP ETF FET 464287499 9,876 7,207 270.03 459 -22.07 0.0020
2019-02-12 2018-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,876 7,207 459 0.0020
2018-11-06 2018-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,669 0 0.00 589 4.06 0.0022
2018-07-25 2018-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,669 0 0.00 566 2.72 0.0022
2018-05-10 2018-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,669 0 0.00 551 -0.72 0.0021
2018-01-30 2017-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,669 -136 -4.85 555 0.36 0.0022
2017-11-03 2017-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,805 136 5.10 553 7.80 0.0022
2017-07-27 2017-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,669 135 5.33 513 8.00 0.0021
2017-05-12 2017-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 2,534 -6,332 -71.42 475 -70.05 0.0020
2017-02-07 2016-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 8,866 -250 -2.74 1,586 -0.19 0.0073
2016-11-10 2016-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 9,116 5,208 133.27 1,589 141.86 0.0080
2016-08-11 2016-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 3,908 -430 -9.91 657 -6.94 0.0036
2016-05-11 2016-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 4,338 -3,904 -47.37 706 -46.56 0.0040
2016-02-12 2015-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 8,242 -89,889 -91.60 1,321 -91.35 0.0074
2015-11-16 2015-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 98,131 -2,446 -2.43 15,266 -10.88 0.0873
2015-08-14 2015-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 100,577 -2,423 -2.35 17,129 -3.94 0.0895
2015-06-18 2015-03-31 13F/A-1 ISHARES RUSSELL MIDCAP ETF FET 464287499 103,000 -1,402 -1.34 17,832 2.25 0.0904
2015-05-14 2015-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 103,000 17,832
2015-02-17 2014-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 104,402 5,232 5.28 17,440 11.06 0.0939
2014-12-11 2014-09-30 13F/A-1 ISHARES RUSSELL MIDCAP ETF FET 464287499 99,170 3,442 3.60 15,703 0.91 0.0891
2014-11-13 2014-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 99,170 3,442 15,703 0.0993
2014-08-13 2014-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 95,728 0 0.00 15,561 5.04 0.0956
2014-05-14 2014-03-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 95,728 -400 -0.42 14,814 2.74 0.0999
2014-02-18 2013-12-31 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 96,128 -214,600 -69.06 14,419 -66.63 0.1033
2013-11-08 2013-09-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 310,728 310,000 42,582.42 43,214 45,872.34 0.3506
2013-08-14 2013-06-30 13F ISHARES RUSSELL MIDCAP ETF FET 464287499 728 728 94 0.0008
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.