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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership2,915,275 shares
Latest Disclosed Value $ 283,452
Natixis Advisors, L.p. reports 48.59% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 2,915,275 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $283,452,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,961,998 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 48.59% during the quarter. The current value of the position is $309,631,358 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)
2026-05-13 2026-03-31 13F ISHARES RUSSELL 2000 ETF 464287499 2,915,275 953,277 48.59 283 50.53 0.3943
2026-02-10 2025-12-31 13F ISHARES RUSSELL 2000 ETF 464287499 1,961,998 282,376 16.81 189 16.05 0.2677
2025-11-13 2025-09-30 13F ISHARES RUS MDCP VAL ETF 464287499 1,679,622 48,908 3.00 162 8.72 0.2366
2025-08-13 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,630,714 -242,238 -12.93 150 -6.29 0.2379
2025-05-08 2025-03-31 13F ISHARES CORE S&P MCP ETF 464287499 1,872,952 1,029,115 121.96 159 114.86 0.2945
2025-02-10 2024-12-31 13F ISHARES CORE 1 5 YR USD 464287499 843,837 -100,245 -10.62 75 -10.84 0.1394
2024-11-06 2024-09-30 13F ISHARES S&P SML 600 GWT 464287499 944,082 -723,956 -43.40 83 -38.52 0.1623
2024-08-01 2024-06-30 13F ISHARES EAFE SML CP ETF 464287499 1,668,038 1,286,639 337.35 135 321.88 0.2941
2024-04-25 2024-03-31 13F ISHARES RUS MID CAP ETF 464287499 381,399 -112,533 -22.78 32 -15.79 0.0737
2024-02-06 2023-12-31 13F ISHARES CORE RUS MID CAP ETF 464287499 493,932 -538,260 -52.15 38 -46.48 0.1011
2023-11-13 2023-09-30 13F ISHARES CORE TR CORE 1 5 YR USD 464287499 1,032,192 973,991 1,673.50 71 1,675.00 0.2186
2023-08-15 2023-06-30 13F ISHARES TR CORE 1 5 YR USD 464287499 58,201 1,328 2.34 4 33.33 0.0131
2023-05-11 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 56,873 2,791 5.16 4 0.00 0.0137
2023-01-27 2022-12-31 13F ISHARES COM 464287499 54,082 3,662 7.26 4 -99.90 0.0138
2022-11-14 2022-09-30 13F ISHARES RUS MID CAP ETF 464287499 50,420 3,085 6.52 3,134 2.38 0.0133
2022-08-12 2022-06-30 13F ISHARES CORE MID CAP ETF 464287499 47,335 -798 -1.66 3,061 -18.50 0.0135
2022-05-12 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 48,133 -939 -1.91 3,756 -7.78 0.0143
2022-02-08 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 49,072 -217 -0.44 4,073 5.65 0.0156
2021-11-15 2021-09-30 13F iShares TR CORE S&P VLU ETF 464287499 49,289 -4,224 -7.89 3,855 -9.08 0.0159
2021-08-12 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 53,513 1,851 3.58 4,240 11.02 0.0198
2021-05-05 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 51,662 2,223 4.50 3,819 12.69 0.0199
2021-02-12 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 49,439 1,197 2.48 3,389 22.43 0.0195
2020-11-12 2020-09-30 13F ISHARES NATIONAL MUN ETF 464287499 48,242 466 0.98 2,768 8.08 0.0174
2020-08-11 2020-06-30 13F iShares MSCI ACWI ETF 464287499 47,776 -1,057 -2.16 2,561 21.49 0.0170
2020-04-27 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 48,833 12,902 35.91 2,108 -1.59 0.0172
2020-02-10 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 35,931 46 0.13 2,142 6.67 0.0151
2019-11-12 2019-09-30 13F ISHARES TR RUS MDCP VAL ETF 464287499 35,885 150 0.42 2,008 0.55 0.0159
2019-08-12 2019-06-30 13F ISHARES TR RUS MID CAP ETF RUS MID CAP ETF 464287499 35,735 -352 -0.98 1,997 2.57 0.0163
2019-05-15 2019-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 36,087 180 0.50 1,947 16.73 0.0170
2019-05-15 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 36,087 180 1,947
2019-02-13 2018-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 35,907 35,907 1,668 0.0165
2019-02-13 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 35,907 35,907 1,668
2016-02-12 2015-12-31 13F ISHARES MSCI EAFE ETF 464287499 0 0 0 0.0000
2015-11-12 2015-09-30 13F ISHARES MSCI EAFE ETF 464287499 0 0 0 0.0000
2014-11-03 2014-09-30 13F ISHARES RUS MID-CAP ETF 464287499 0 -1,968 -100.00 0 -100.00
2014-08-13 2014-06-30 13F ISHARES RUS MID-CAP ETF 464287499 1,968 123 6.67 320 11.89 0.0046
2014-05-13 2014-03-31 13F ISHARES MSCI EAFE ETF 464287499 1,845 -564 -23.41 286 -20.78 0.0044
2014-02-12 2013-12-31 13F ISHARES RUS MID-CAP ETF 464287499 2,409 -260 -9.74 361 -2.70 0.0059
2013-10-30 2013-09-30 13F ISHARES RUSSELL MIDCAP 464287499 2,669 301 12.71 371 20.45 0.0068
2013-07-19 2013-06-30 13F ISHARES RUSSELL MIDCAP 464287499 2,368 2,368 308 0.0061
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.