iShares Trust - iShares Russell 3000 ETF
US ˙ ARCA ˙ US4642876894

SecurityIWV / iShares Trust - iShares Russell 3000 ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership32,643 shares
Latest Disclosed Value $ 12,255,161
Whittier Trust Co reports 52.23% increase in ownership of IWV / iShares Trust - iShares Russell 3000 ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 32,643 shares of iShares Trust - iShares Russell 3000 ETF (US:IWV) valued at $12,100,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 21,443 shares of iShares Trust - iShares Russell 3000 ETF. This represents a change in shares of 52.23% during the quarter. The current value of the position is $13,961,738 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)
2026-04-28 2026-03-31 13F ISHARES RUSSELL common 464287689 32,643 11,200 52.23 12,255 45.25 0.1383
2026-01-26 2025-12-31 13F ISHARES RUSSELL common 464287689 21,443 2,400 12.60 8,438 16.36 0.0914
2025-10-31 2025-09-30 13F ISHARES TR common 464287689 19,043 72 0.38 7,251 8.91 0.0825
2025-07-30 2025-06-30 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 18,971 0 0.00 6,659 10.51 0.0803
2025-05-02 2025-03-31 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 18,971 0 0.00 6,026 -4.98 0.0839
2025-02-11 2024-12-31 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 18,971 0 0.00 6,341 2.31 0.0835
2024-10-21 2024-09-30 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 18,971 -374 -1.93 6,198 3.80 0.0830
2024-07-29 2024-06-30 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 19,345 -215 -1.10 5,971 1.74 0.0847
2024-05-02 2024-03-31 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 19,560 0 0.00 5,869 9.62 0.0856
2024-01-11 2023-12-31 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 19,560 -1,639 -7.73 5,354 3.06 0.0868
2023-10-27 2023-09-30 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 21,199 -3,773 -15.11 5,195 -18.24 0.0923
2023-07-24 2023-06-30 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 24,972 0 0.00 6,355 8.10 0.1105
2023-04-21 2023-03-31 13F ISHARES TR RUSSELL 3000 ETF EQUITY 464287689 24,972 -464 -1.82 5,879 4.72 0.1070
2023-01-25 2022-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 5,613 6.59 0.1092
2022-10-21 2022-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 5,266 -4.76 0.1104
2022-07-28 2022-06-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 5,529 -17.16 0.1117
2022-04-29 2022-03-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 6,674 -5.45 0.1126
2022-01-19 2021-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 7,059 8.90 0.1147
2021-11-01 2021-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 6,482 -0.41 0.1180
2021-07-29 2021-06-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 6,509 7.87 0.1159
2021-04-26 2021-03-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 6,034 6.10 0.1172
2021-01-29 2020-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 5,687 14.24 0.1215
2020-10-30 2020-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 4,978 8.69 0.1185
2020-07-10 2020-06-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 4,580 21.39 0.1272
2020-04-27 2020-03-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 0 0.00 3,773 -21.30 0.1232
2020-01-31 2019-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 25,436 -1,470 -5.46 4,794 2.55 0.1258
2019-10-18 2019-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 26,906 -270 -0.99 4,675 -0.19 0.1338
2019-07-23 2019-06-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 27,176 -3,120 -10.30 4,684 -7.25 0.1375
2019-04-29 2019-03-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 30,296 420 1.41 5,050 15.06 0.1544
2019-02-07 2018-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 29,876 0 0.00 4,389 -14.74 0.1510
2018-10-23 2018-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 29,876 0 0.00 5,148 6.17 0.1606
2018-07-27 2018-06-30 13F/A-1 ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 29,876 -3,595 -10.74 4,849 -7.32 0.1602
2018-07-20 2018-06-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 36,950 3,479 4,350
2018-05-01 2018-03-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 33,471 1,442 4.50 5,232 3.28 0.1758
2018-02-07 2017-12-31 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 32,029 -389 -1.20 5,066 4.69 0.1767
2017-10-23 2017-09-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 32,418 100 0.31 4,839 3.98 0.1764
2017-07-20 2017-06-30 13F ISHARES TR RUSSELL 3000 US LARGE-CAP EQUITIES 464287689 32,318 -173 -0.53 4,654 2.40 0.1799
2017-04-26 2017-03-31 13F ISHARES TR US LARGE CAP EQUITIES 464287689 32,491 -497 -1.51 4,545 3.60 0.1833
2017-01-18 2016-12-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 32,988 -35 -0.11 4,387 3.61 0.1866
2016-11-10 2016-09-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 33,023 -63 -0.19 4,234 3.19 0.1844
2016-07-28 2016-06-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 33,086 -20,712 -38.50 4,103 -36.90 0.1808
2016-04-28 2016-03-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 53,798 -220 -0.41 6,502 0.05 0.2875
2016-02-10 2015-12-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 54,018 -1,065 -1.93 6,499 3.59 0.2949
2015-11-12 2015-09-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 55,083 -43 -0.08 6,274 -8.21 0.3052
2015-08-13 2015-06-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 55,126 -1,075 -1.91 6,835 -1.81 0.3034
2015-05-05 2015-03-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 56,201 56,201 0.00 6,961 0.3191
2015-02-04 2014-12-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 0 -36,950 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 36,950 0 0.00 4,316 -0.78 0.2103
2014-08-04 2014-06-30 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 36,950 -125 -0.34 4,350 4.47 0.2145
2014-05-01 2014-03-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 37,075 0 0.00 4,164 1.51 0.2134
2014-02-05 2013-12-31 13F ISHARES TR RUSSELL 3000 US LARGE CAP EQUITIES 464287689 37,075 25 0.07 4,102 9.47 0.2103
2013-11-18 2013-09-30 13F ISHARES TR RUSSELL 3000 RUSSELL 3000 464287689 37,050 0 0.00 3,747 4.90 0.2027
2013-08-14 2013-06-30 13F ISHARES TR RUSSELL 3000 RUSSELL 3000 464287689 37,050 37,050 3,572 0.2001
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.