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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionHirtle Callaghan & Co LLC
Latest Disclosed Ownership14,431 shares
Latest Disclosed Value $ 1,403,126
Hirtle Callaghan & Co LLC reports 180.59% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 13, 2026 - Hirtle Callaghan & Co LLC filed a 13F-HR form disclosing ownership of 14,431 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,403,126 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 5,143 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 180.59% during the quarter. The current value of the position is $1,532,717 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)
2026-05-13 2026-03-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 14,431 9,288 180.59 1,403 183.43 0.0481
2026-02-04 2025-12-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 0 0.00 495 -0.20 0.0169
2025-11-13 2025-09-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 0 0.00 497 4.86 0.0175
2025-08-14 2025-06-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 0 0.00 473 8.24 0.0179
2025-05-12 2025-03-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 -2,095 -28.94 438 -31.61 0.0170
2025-02-11 2024-12-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 7,238 2,095 40.73 640 41.06 0.0269
2024-11-13 2024-09-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 0 0.00 453 8.89 0.0183
2024-08-13 2024-06-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 0 0.00 417 -3.70 0.0180
2024-05-10 2024-03-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 5,143 2,305 81.22 432 96.36 0.0184
2024-02-13 2023-12-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 2,838 2,838 221 0.0101
2023-11-08 2023-09-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 0 -2,838 -100.00 0 -100.00
2023-08-10 2023-06-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 2,838 -34,165 -92.33 207 -92.00 0.0099
2023-05-11 2023-03-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 37,003 -439 -1.17 2,587 2.46 0.1287
2023-02-14 2022-12-31 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 37,442 -765 -2.00 2,525 6.32 0.1548
2022-11-14 2022-09-30 13F ISHARES RUSSELL MIDCAP ETF Common Stock 464287499 38,207 -39,692 -50.95 2,375 -52.85 0.1699
2022-08-15 2022-06-30 13F ISHARES RUSSELL MID-CAP ETF Common Stock 464287499 77,899 -13,549 -14.82 5,037 -29.42 0.2986
2022-05-13 2022-03-31 13F ISHARES RUSSELL MID-CAP ETF Common Stock 464287499 91,448 27,378 42.73 7,137 34.20 0.3454
2022-02-14 2021-12-31 13F ISHARES RUSSELL MID-CAP ETF Common Stock 464287499 64,070 61,035 2,011.04 5,318 2,143.88 0.2680
2021-11-15 2021-09-30 13F ISHARES RUSSELL MID-CAP ETF Common Stock 464287499 3,035 3,035 237 0.0134
2019-10-31 2019-09-30 13F iShares Russell Midcap Index Fund Common Stock 464287499 0 -280 -100.00 0 -100.00
2019-08-13 2019-06-30 13F iShares Russell Midcap Index Fund Common Stock 464287499 280 0 0.00 16 6.67 0.0013
2019-05-14 2019-03-31 13F iShares Russell Midcap Index Fund Common Stock 464287499 280 0 0.00 15 15.38 0.0012
2019-02-07 2018-12-31 13F iShares Russell Midcap Common Stock 464287499 280 210 300.00 13 -13.33 0.0011
2018-10-22 2018-09-30 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 15 0.00 0.0013
2018-07-23 2018-06-30 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 15 7.14 0.0014
2018-05-01 2018-03-31 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 14 -6.67 0.0013
2018-01-17 2017-12-31 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 15 7.14 0.0014
2017-11-13 2017-09-30 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 14 7.69 0.0014
2017-08-04 2017-06-30 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 13 0.00 0.0021
2017-05-08 2017-03-31 13F iShares Russell Midcap Common Stock 464287499 70 0 0.00 13 0.00 0.0021
2017-01-31 2016-12-31 13F/A-1 ISHARES RUSSELL MIDCAP Common Stock 464287499 70 0 0.00 13 8.33 0.0023
2017-01-31 2016-12-31 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 13 13
2016-11-07 2016-09-30 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 70 0 0.00 12 0.00 0.0025
2016-08-02 2016-06-30 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 70 0 0.00 12 9.09 0.0022
2016-05-06 2016-03-31 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 70 0 0.00 11 0.00 0.0021
2016-02-08 2015-12-31 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 70 0 0.00 11 0.00 0.0026
2015-11-10 2015-09-30 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 70 70 0.00 11 0.0019
2015-01-26 2014-12-31 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 0 -7,642 -100.00 0 -100.00
2014-10-29 2014-09-30 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 7,642 0 0.00 1,210 -2.58 0.2006
2014-07-18 2014-06-30 13F ISHARES RUSSELL MIDCAP Common Stock 464287499 7,642 3,307 76.29 1,242 85.10 0.1725
2014-05-02 2014-03-31 13F ISHARES TR Common Stock 464287499 4,335 0 0.00 671 3.23 0.1109
2014-01-29 2013-12-31 13F ISHARES TR Common Stock 464287499 4,335 1,835 73.40 650 86.78 0.0870
2013-11-12 2013-09-30 13F ISHARES TR Common Stock 464287499 2,500 2,500 348 0.0562
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.