iShares Trust - iShares Russell 中型 ETF
US ˙ ARCA ˙ US4642874998

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionGilbert & Cook, Inc.
Latest Disclosed Ownership345,099 shares
Latest Disclosed Value $ 33,554,017
Gilbert & Cook, Inc. reports 2.12% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 5, 2026 - Gilbert & Cook, Inc. filed a 13F-HR form disclosing ownership of 345,099 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $33,553,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 352,588 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -2.12% during the quarter. The current value of the position is $37,446,692 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)
2026-05-05 2026-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 345,099 -7,489 -2.12 33,554 -1.15 4.3339
2026-01-07 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 352,588 -9,870 -2.72 33,944 -3.01 4.2666
2025-11-12 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 362,458 -17,277 -4.55 34,995 0.20 4.4968
2025-08-05 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 379,735 -16,845 -4.25 34,924 3.52 4.7196
2025-05-06 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 396,580 -64,345 -13.96 33,737 -17.20 4.8924
2025-01-23 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 460,925 -494,069 -51.74 40,746 -51.59 5.7445
2024-11-07 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 954,994 50,150 5.54 84,173 14.73 11.5733
2024-08-01 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 904,844 -20,270 -2.19 73,365 -5.69 10.7236
2024-05-02 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 925,114 -2,076 -0.22 77,793 7.94 10.6011
2024-02-13 2023-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 927,190 19,594 2.16 72,070 14.67 10.2005
2024-02-05 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 927,190 19,594 72,070 10.2005
2023-11-02 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 907,596 30,141 3.44 62,851 -1.92 9.9132
2023-08-14 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 877,455 19,866 2.32 64,081 6.87 10.2743
2023-05-05 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 857,589 8,739 1.03 59,963 4.73 10.3469
2023-02-09 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 848,850 127,549 17.68 57,255 20.34 10.4177
2022-11-03 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 721,301 -101,733 -12.36 47,577 -10.60 10.5784
2022-08-05 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 823,034 10,648 1.31 53,217 -16.06 9.5640
2022-05-02 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 812,386 51,467 6.76 63,399 0.37 10.2611
2022-01-19 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 760,919 31,356 4.30 63,164 10.69 10.1634
2022-01-20 2021-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 729,563 1,274 0.17 57,066 -1.12 10.2108
2021-10-13 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 729,011 722 57,066 10.2145
2021-07-13 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 728,289 9,781 1.36 57,710 8.64 10.3880
2021-04-14 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 718,508 -15,939 -2.17 53,119 6.34 10.4469
2021-02-11 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 734,447 -94,437 -11.39 49,952 5.10 10.7758
2020-11-13 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 828,884 1,620 0.20 47,529 7.19 11.2731
2020-08-05 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 827,264 5,457 0.66 44,341 24.99 11.1134
2020-05-05 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 821,807 45,283 5.83 35,477 -23.37 10.4286
2020-02-03 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 776,524 26,010 3.47 46,297 10.25 11.3438
2019-11-05 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 750,514 25,277 3.49 41,991 3.63 11.7670
2019-08-05 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 725,237 8,589 1.20 40,519 4.80 11.8455
2019-05-10 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 716,648 42,375 6.28 38,663 23.37 11.7512
2019-02-12 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 674,273 513,015 318.13 31,340 -11.86 11.0702
2018-11-07 2018-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 161,258 5,551 3.57 35,557 7.64 11.0312
2018-07-17 2018-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 155,707 5,992 4.00 33,032 6.88 11.1378
2018-04-30 2018-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 149,715 7,108 4.98 30,907 4.13 10.8184
2018-02-01 2017-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 142,607 6,175 4.53 29,681 10.35 10.3369
2017-10-31 2017-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 136,432 3,348 2.52 26,898 5.21 9.8293
2017-07-20 2017-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 133,084 6,483 5.12 25,567 7.89 9.0354
2017-05-22 2017-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 126,601 6,871 5.74 23,697 10.66 9.7559
2017-05-22 2016-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 119,730 119,730 21,415 9.4616
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.