iShares Trust - iShares Russell 1000 ETF
US ˙ ARCA ˙ US4642876225

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionBetterment LLC
Latest Disclosed Ownership3,572 shares
Latest Disclosed Value $ 1,274
Betterment LLC reports 9.75% decrease in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On May 14, 2026 - Betterment LLC filed a 13F-HR form disclosing ownership of 3,572 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $1,273,632 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,958 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of -9.75% during the quarter. The current value of the position is $1,477,629 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 TR RUS 1000 ETF 464287622 3,572 -386 -9.75 1 0.00 0.0024
2026-02-12 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 3,958 1,418 55.83 1 0.0028
2025-11-13 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 2,540 -417 -14.10 1 -100.00 0.0018
2025-08-14 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 2,957 313 11.84 1 0.0021
2025-05-15 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 2,644 1,276 93.27 1 0.0019
2025-02-14 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,368 -1,134 -45.32 0 0.0011
2024-11-14 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 2,502 317 14.51 1 0.0019
2024-08-14 2024-06-30 13F ISHARES TR RUS 1000 ETF 464287622 2,185 203 10.24 1 0.0017
2024-05-10 2024-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,982 311 18.61 1 0.0015
2024-02-09 2023-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,671 116 7.46 0 0.0013
2023-11-09 2023-09-30 13F ISHARES TR RUS 1000 ETF 464287622 1,555 698 81.45 0 0.0012
2023-08-07 2023-06-30 13F ISHARES TR RUS 1000 ETF 464287622 857 -1,021 -54.37 0 0.0006
2023-05-15 2023-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,878 717 61.76 0 0.0014
2023-02-13 2022-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,161 -1,915 -62.26 0 -100.00 0.0008
2022-11-14 2022-09-30 13F ISHARES TR RUS 1000 ETF 464287622 3,076 0 0.00 639 0.00 0.0023
2022-08-10 2022-06-30 13F ISHARES TR RUS 1000 ETF 464287622 3,076 1,076 53.80 639 27.80 0.0023
2022-05-16 2022-03-31 13F ISHARES TR Common 464287622 2,000 1,068 114.59 500 103.25 0.0016
2022-02-15 2021-12-31 13F ISHARES TR Common 464287622 932 932 246 0.0008
2021-08-10 2021-06-30 13F ISHARES TR Common 464287622 0 -1,025 -100.00 0 -100.00
2021-06-01 2021-03-31 13F ISHARES TR Common 464287622 1,025 -1,342 -56.70 229 -54.29 0.0009
2021-02-12 2020-12-31 13F ISHARES TR Common 464287622 2,367 641 37.14 501 55.11 0.0021
2020-11-10 2020-09-30 13F ISHARES TR Common 464287622 1,726 -942 -35.31 323 -29.48 0.0016
2020-08-11 2020-06-30 13F ISHARES TR Common 464287622 2,668 12 0.45 458 21.81 0.0024
2020-05-14 2020-03-31 13F ISHARES TR Common 464287622 2,656 2,656 376 0.0023
2018-08-13 2018-06-30 13F ISHARES TR Common 464287622 0 -1,360 -100.00 0 -100.00
2018-05-14 2018-03-31 13F ISHARES TR Common 464287622 1,360 1,360 200 0.0015
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.