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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership182,218 shares
Latest Disclosed Value $ 17,994,028
Whittier Trust Co reports 0.73% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 182,218 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $17,717,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 183,549 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -0.73% during the quarter. The current value of the position is $19,353,374 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)
2026-04-28 2026-03-31 13F ISHARES RUSL MIDCAP common 464287499 182,218 -1,331 -0.73 17,994 -1.81 0.1062
2026-01-26 2025-12-31 13F ISHARES RUSL MIDCAP common 464287499 183,549 -83 -0.05 18,326 2.64 0.1985
2025-10-31 2025-09-30 13F ISHARES TR common 464287499 183,632 -1,469 -0.79 17,855 4.88 0.2032
2025-07-30 2025-06-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 185,101 -3,724 -1.97 17,024 5.99 0.2053
2025-05-02 2025-03-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 188,825 381 0.20 16,061 -3.58 0.2237
2025-02-11 2024-12-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 188,444 2,918 1.57 16,658 1.87 0.2195
2024-10-21 2024-09-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 185,526 5,841 3.25 16,352 12.25 0.2188
2024-07-29 2024-06-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 179,685 2,061 1.16 14,569 -2.46 0.2067
2024-05-02 2024-03-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 177,624 22,990 14.87 14,936 24.28 0.2178
2024-01-11 2023-12-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 154,634 2,829 1.86 12,018 14.33 0.1948
2023-10-27 2023-09-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 151,805 16,113 11.87 10,512 6.09 0.1868
2023-07-24 2023-06-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 135,692 -2,264 -1.64 9,910 2.74 0.1723
2023-04-21 2023-03-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 137,956 2,869 2.12 9,646 5.86 0.1756
2023-01-25 2022-12-31 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 135,087 2,253 1.70 9,112 10.36 0.1772
2022-10-21 2022-09-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 132,834 37,272 39.00 8,256 33.64 0.1730
2022-07-28 2022-06-30 13F ISHARES RUSSELL MIDCAP INDEX ETF EQUITY 464287499 95,562 17,523 22.45 6,178 1.44 0.1248
2022-04-29 2022-03-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 78,039 -85 -0.11 6,090 -6.09 0.1027
2022-01-19 2021-12-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 78,124 -147 -0.19 6,485 5.93 0.1054
2021-11-01 2021-09-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 78,271 -140 -0.18 6,122 -1.46 0.1115
2021-07-29 2021-06-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 78,411 6,216 8.61 6,213 16.41 0.1107
2021-04-26 2021-03-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 72,195 -1,473 -2.00 5,337 5.70 0.1037
2021-01-29 2020-12-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 73,668 -546 -0.74 5,049 18.58 0.1078
2020-10-30 2020-09-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 74,214 9,989 15.55 4,258 23.71 0.1014
2020-07-10 2020-06-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 64,225 7,558 13.34 3,442 40.72 0.0956
2020-04-27 2020-03-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 56,667 2,364 4.35 2,446 -24.44 0.0799
2020-01-31 2019-12-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 54,303 -906 -1.64 3,237 4.79 0.0849
2019-10-18 2019-09-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 55,209 2,476 4.70 3,089 4.85 0.0884
2019-07-23 2019-06-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 52,733 5,048 10.59 2,946 14.50 0.0865
2019-04-29 2019-03-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 47,685 11,233 30.82 2,573 51.89 0.0787
2019-02-07 2018-12-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 36,452 27,565 310.17 1,694 -13.57 0.0583
2018-10-23 2018-09-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 8,887 1,509 20.45 1,960 25.24 0.0611
2018-07-27 2018-06-30 13F/A-1 ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 7,378 0 0.00 1,565 2.76 0.0517
2018-07-20 2018-06-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,630 2,252 1,565
2018-05-01 2018-03-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 7,378 147 2.03 1,523 1.20 0.0512
2018-02-07 2017-12-31 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 7,231 260 3.73 1,505 9.53 0.0525
2017-10-23 2017-09-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 6,971 -58 -0.83 1,374 1.78 0.0501
2017-07-20 2017-06-30 13F ISHARES RUSSELL MIDCAP INDEX US MID-CAP EQUITIES 464287499 7,029 -194 -2.69 1,350 -0.15 0.0522
2017-04-26 2017-03-31 13F ISHARES TR US SMALL AND MID-CAP EQUITIES 464287499 7,223 -170 -2.30 1,352 2.27 0.0545
2017-01-18 2016-12-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 7,393 -5,094 -40.79 1,322 -39.27 0.0562
2016-11-10 2016-09-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 12,487 1,183 10.47 2,177 14.52 0.0948
2016-07-28 2016-06-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 11,304 1,255 12.49 1,901 16.13 0.0837
2016-04-28 2016-03-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 10,049 -25 -0.25 1,637 1.43 0.0724
2016-02-10 2015-12-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 10,074 229 2.33 1,614 5.42 0.0732
2015-11-12 2015-09-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,845 182 1.88 1,531 -6.99 0.0745
2015-08-13 2015-06-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,663 -87 -0.89 1,646 -2.49 0.0731
2015-05-05 2015-03-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,750 9,750 0.00 1,688 0.0774
2015-02-04 2014-12-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 0 -9,599 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,599 -31 -0.32 1,520 -2.88 0.0741
2014-08-04 2014-06-30 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,630 -138 -1.41 1,565 3.51 0.0772
2014-05-01 2014-03-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 9,768 -525 -5.10 1,512 -2.07 0.0775
2014-02-05 2013-12-31 13F ISHARES RUSSELL MIDCAP INDEX US SMALL AND MID-CAP EQUITIES 464287499 10,293 -528 -4.88 1,544 2.59 0.0792
2013-11-18 2013-09-30 13F ISHARES RUSSELL MIDCAP INDEX 464287499 10,821 633 6.21 1,505 13.76 0.0814
2013-08-14 2013-06-30 13F ISHARES RUSSELL MIDCAP INDEX 464287499 10,188 10,188 1,323 0.0741
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.