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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership10,320 shares
Latest Disclosed Value $ 1,003,414
Neuberger Berman Group LLC reports 0.46% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 10,320 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,003,414 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,273 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 0.46% during the quarter. The current value of the position is $1,096,087 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 RUSSELL MID-CAP ETF ETF 464287499 10,320 47 0.46 1,003 1.52 0.0004
2026-02-13 2025-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 10,273 -308 -2.91 989 -3.23 0.0007
2025-11-12 2025-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 10,581 0 0.00 1,022 4.93 0.0007
2025-08-25 2025-06-30 13F/A-1 ISHARES RUSSELL MID-CAP ETF ETF 464287499 10,581 -12,938 -55.01 973 -51.35 0.0007
2025-08-13 2025-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 10,581 -12,938 973 0.0004
2025-05-13 2025-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 23,519 -1,257 -5.07 2,001 -8.68 0.0017
2025-02-13 2024-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 24,776 18,135 273.08 2,190 274.36 0.0017
2024-11-14 2024-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 6,641 -221 -3.22 585 5.22 0.0005
2024-11-14 2024-06-30 13F/A-1 ISHARES RUSSELL MID-CAP ETF ETF 464287499 6,862 -842 -10.93 556 -14.06 0.0005
2024-08-13 2024-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 6,862 -842 556 0.0005
2024-11-14 2024-03-31 13F/A-1 ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,704 -1,177 -13.25 648 -6.23 0.0005
2024-05-13 2024-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 7,704 -1,177 648 0.0005
2024-11-14 2023-12-31 13F/A-2 ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,881 5,387 154.18 690 186.31 0.0006
2024-02-09 2023-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 8,881 5,387 690 0.0006
2023-11-14 2023-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,494 -188 -5.11 242 -10.07 0.0002
2023-08-11 2023-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,682 258 7.54 269 12.13 0.0002
2023-05-12 2023-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,424 -136 -3.82 239 -0.42 0.0002
2023-02-13 2022-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,560 -969 -21.40 240 -14.89 0.0002
2022-11-15 2022-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 4,529 -489 -9.74 282 -13.23 0.0003
2022-08-15 2022-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 5,018 72 1.46 325 -15.80 0.0003
2022-05-23 2022-03-31 13F/A-1 ISHARES RUSSELL MID-CAP ETF ETF 464287499 4,946 -60 -1.20 386 -7.21 0.0003
2022-05-13 2022-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 4,946 -60 386 0.0002
2022-02-11 2021-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 5,006 5,006 416 0.0003
2021-11-12 2021-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 0 -2,678 -100.00 0 -100.00
2021-08-13 2021-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 2,678 -585 -17.93 213 -11.98 0.0002
2021-05-13 2021-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,263 -471 -12.61 242 -5.47 0.0002
2021-02-10 2020-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,734 3,734 256 0.0003
2020-02-12 2019-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 0 -3,996 -100.00 0 -100.00
2019-11-13 2019-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 3,996 3,996 223 0.0003
2019-05-13 2019-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 0 -55,333 -100.00 0 -100.00
2019-02-12 2018-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 55,333 38,283 224.53 2,572 -31.60 0.0036
2018-11-16 2018-09-30 13F/A-1 ISHARES RUSSELL MID-CAP ETF ETF 464287499 17,050 0 0.00 3,760 3.95 0.0043
2018-11-13 2018-09-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 17,050 0 3,760
2018-08-13 2018-06-30 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 17,050 0 0.00 3,617 2.76 0.0040
2018-05-08 2018-03-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 17,050 0 0.00 3,520 -0.82 0.0040
2018-02-14 2017-12-31 13F ISHARES RUSSELL MID-CAP ETF ETF 464287499 17,050 15,334 893.59 3,549 950.00 0.0041
2017-11-15 2017-09-30 13F ISHARES TR COMMON STOCK 464287499 1,716 -367 -17.62 338 -15.50 0.0004
2017-08-08 2017-06-30 13F ISHARES TR COMMON STOCK 464287499 2,083 267 14.70 400 17.65 0.0005
2017-05-10 2017-03-31 13F ISHARES TR COMMON STOCK 464287499 1,816 -90 -4.72 340 -0.29 0.0004
2017-02-06 2016-12-31 13F ISHARES TR COMMON STOCK 464287499 1,906 -301 -13.64 341 -11.43 0.0005
2016-11-02 2016-09-30 13F ISHARES TR COMMON STOCK 464287499 2,207 0 0.00 385 3.77 0.0005
2016-08-05 2016-06-30 13F ISHARES TR COMMON STOCK 464287499 2,207 -925 -29.53 371 -27.25 0.0005
2016-05-06 2016-03-31 13F ISHARES TR COMMON STOCK 464287499 3,132 0 0.00 510 1.59 0.0007
2016-01-28 2015-12-31 13F ISHARES TR COMMON STOCK 464287499 3,132 -6,300 -66.79 502 -65.78 0.0007
2015-11-10 2015-09-30 13F ISHARES TR COMMON STOCK 464287499 9,432 7,119 307.78 1,467 272.34 0.0019
2015-07-31 2015-06-30 13F ISHARES TR COMMON STOCK 464287499 2,313 -17,331 -88.23 394 -88.42 0.0004
2015-05-06 2015-03-31 13F ISHARES TR COMMON STOCK 464287499 19,644 19,644 0.00 3,401 0.0036
2015-02-05 2014-12-31 13F ISHARES TR COMMON STOCK 464287499 0 -19,821 -100.00 0 -100.00
2014-11-04 2014-09-30 13F ISHARES TR COMMON STOCK 464287499 19,821 -133 -0.67 3,138 -3.27 0.0032
2014-08-05 2014-06-30 13F ISHARES TR COMMON STOCK 464287499 19,954 -1,262 -5.95 3,244 -1.19 0.0032
2014-05-05 2014-03-31 13F ISHARES TR COMMON STOCK 464287499 21,216 -4,533 -17.60 3,283 -14.99 0.0033
2014-02-11 2013-12-31 13F ISHARES TR COMMON STOCK 464287499 25,749 2,191 9.30 3,862 17.89 0.0040
2013-10-29 2013-09-30 13F/A-1 ISHARES TR COMMON STOCK 464287499 23,558 23,558 3,276 0.0036
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.