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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionCwm, Llc
Latest Disclosed Ownership177,262 shares
Latest Disclosed Value $ 17,235,187
Cwm, Llc reports 25.35% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 177,262 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $17,235,184 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 237,452 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -25.35% during the quarter. The current value of the position is $19,135,433 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 MID CAP ETF 464287499 177,262 -60,190 -25.35 17,235 78,240.91 0.0448
2026-01-26 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 237,452 25,585 12.08 23 10.00 0.0619
2025-10-15 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 211,867 44,996 26.96 20 33.33 0.0615
2025-07-25 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 166,871 12,387 8.02 15 15.38 0.0541
2025-05-01 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 154,484 20,870 15.62 13 18.18 0.0524
2025-02-04 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 133,614 8,558 6.84 12 0.00 0.0490
2024-10-08 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 125,056 5,914 4.96 11 22.22 0.0474
2024-07-10 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 119,142 2,410 2.06 10 0.00 0.0455
2024-04-05 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 116,732 92,913 390.08 10 800.00 0.0477
2024-02-01 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 23,819 -1,799 -7.02 2 0.00 0.0100
2023-10-11 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 25,618 -17,245 -40.23 2 -66.67 0.0109
2023-08-03 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 42,863 20,945 95.56 3 200.00 0.0193
2023-05-01 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 21,918 5,523 33.69 2 0.00 0.0104
2023-02-01 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 16,395 -74 -0.45 1 -99.90 0.0081
2022-10-27 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 16,469 -4,158 -20.16 1,024 -23.24 0.0081
2022-07-28 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 20,627 8,188 65.83 1,334 37.38 0.0103
2022-04-21 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 12,439 1,236 11.03 971 4.41 0.0069
2022-01-31 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 11,203 1,034 10.17 930 15.38 0.0065
2021-09-15 2021-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2021-07-29 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 10,169 0 806 0.0064
2021-09-15 2021-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2021-04-27 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,949 -1,220 662 0.0058
2021-09-15 2020-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2021-01-27 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 20,757 10,588 1,423 0.0133
2021-09-15 2020-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2020-10-19 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,035 -3,134 404 0.0045
2021-09-15 2020-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2020-07-22 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 8,948 -1,221 480 0.0057
2021-09-15 2020-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2020-04-28 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 8,195 -1,974 354 0.0053
2021-09-14 2019-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2020-01-27 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 5,471 -4,698 326 0.0042
2021-09-14 2019-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2019-10-22 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 5,670 -4,499 317 0.0046
2021-09-14 2019-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 0 0.00 806 0.00 0.0064
2019-07-31 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 4,086 -6,083 228 0.0038
2021-09-02 2019-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,169 6,169 154.22 806 333.33 0.0064
2019-04-22 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 4,086 86 220 0.0044
2019-01-25 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 4,000 3,296 468.18 186 20.00 0.0046
2018-10-29 2018-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 704 433 159.78 155 171.93 0.0040
2018-07-31 2018-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 271 233 613.16 57 612.50 0.0019
2018-04-26 2018-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 38 -1,705 -97.82 8 -97.80 0.0003
2018-01-16 2017-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 1,743 -15 -0.85 363 4.61 0.0161
2017-10-16 2017-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,758 1,743 11,620.00 347 11,466.67 0.0164
2017-07-17 2017-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 15 -207 -93.24 3 -92.86 0.0002
2017-04-17 2017-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 222 207 1,380.00 42 1,300.00 0.0024
2017-01-19 2016-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 15 15 3 0.0002
2015-04-30 2015-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 0 -4,492 -100.00 0 -100.00
2015-02-12 2014-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 4,492 4,492 750 0.0910
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.