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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionBokf, Na
Latest Disclosed Ownership171,785 shares
Latest Disclosed Value $ 16,702,656
Bokf, Na reports 36.44% decrease in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 8, 2026 - Bokf, Na filed a 13F-HR form disclosing ownership of 171,785 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $16,702,656 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 270,276 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of -36.44% during the quarter. The current value of the position is $18,245,285 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)
2026-05-08 2026-03-31 13F ISHARES RUSSELL MID-CAP ETF common 464287499 171,785 -98,491 -36.44 16,703 -35.81 0.1967
2026-02-03 2025-12-31 13F ISHARES RUSSELL MID-CAP ETF common 464287499 270,276 106,738 65.27 26,019 64.79 0.3982
2025-11-13 2025-09-30 13F ISHARES RUSSELL MID-CAP ETF common 464287499 163,538 -4,019 -2.40 15,790 2.46 0.2375
2025-08-12 2025-06-30 13F ISHARES RUSSELL MID-CAP ETF common 464287499 167,557 -66 -0.04 15,410 8.07 0.2496
2025-05-13 2025-03-31 13F ISHARES RUSSELL MID-CAP ETF common 464287499 167,623 -23,586 -12.34 14,260 -14.91 0.2521
2025-02-14 2024-12-31 13F ISHARES RUSSELL MID-CAP ETF common 464287499 191,209 16,451 9.41 16,758 9.90 0.2831
2024-11-14 2024-09-30 13F ISHARES RUSSELL MID-CAP ETF common 464287499 174,758 599 0.34 15,248 7.98 0.2706
2024-08-08 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 174,159 1,478 0.86 14,121 -2.11 0.2535
2024-05-15 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 172,681 -71,513 -29.29 14,426 -24.00 0.2627
2024-02-14 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 244,194 65,275 36.48 18,981 61.25 0.3717
2023-11-14 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 178,919 7,407 4.32 11,771 -6.02 0.2594
2023-08-21 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 171,512 -4,986 -2.82 12,526 1.50 0.2551
2023-05-11 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 176,498 -44,681 -20.20 12,341 -17.28 0.2582
2023-02-13 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 221,179 -1,941 -0.87 14,919 7.59 0.2753
2022-11-14 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 223,120 19,171 9.40 13,866 5.14 0.2806
2022-08-11 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 203,949 1,515 0.75 13,188 -16.52 0.2528
2022-05-13 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 202,434 -174,989 -46.36 15,798 -49.58 0.2603
2022-03-11 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 377,423 -1,801 -0.47 31,330 5.62 0.4848
2021-11-10 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 379,224 -8,251 -2.13 29,663 3.55 0.5100
2021-04-21 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 387,475 -12,958 -3.24 28,646 4.36 0.5210
2021-02-12 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 400,433 1,480 0.37 27,450 19.91 0.5238
2020-10-30 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 398,953 3,319 0.84 22,892 7.95 0.5029
2020-08-12 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 395,634 -9,893 -2.44 21,206 21.14 0.4988
2020-05-13 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 405,527 -305,101 -42.93 17,506 -58.68 0.5044
2020-02-12 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 710,628 -29,643 -4.00 42,368 2.29 0.9575
2019-11-13 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 740,271 -8,895 -1.19 41,418 -1.05 0.9976
2019-08-14 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 749,166 -21,893 -2.84 41,856 0.62 1.0055
2019-05-15 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 771,059 263,653 51.96 41,599 76.39 0.9959
2019-02-13 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 507,406 375,013 283.26 23,584 -19.21 0.6747
2018-11-13 2018-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 132,393 5,654 4.46 29,193 8.58 0.7327
2018-08-13 2018-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 126,739 304 0.24 26,887 3.01 0.7236
2018-05-14 2018-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 126,435 -3,319 -2.56 26,102 -3.34 0.7414
2018-02-14 2017-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 129,754 3,817 3.03 27,005 8.77 0.7439
2017-11-14 2017-09-30 13F ISHARES RUSSELL MID-CAP ETF 464287499 125,937 2,185 1.77 24,828 4.43 0.7208
2017-08-14 2017-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 123,752 -1,128 -0.90 23,774 1.71 0.7479
2017-05-15 2017-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 124,880 -2,303 -1.81 23,375 2.76 0.7294
2017-02-14 2016-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 127,183 775 0.61 22,748 3.23 0.7484
2016-11-10 2016-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 126,408 5,491 4.54 22,036 8.34 0.7294
2016-08-12 2016-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 120,917 -15,820 -11.57 20,339 -8.70 0.7167
2016-05-13 2016-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 136,737 -2,479 -1.78 22,277 -0.10 0.8052
2016-02-09 2015-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 139,216 19 0.01 22,300 2.99 0.8063
2015-11-13 2015-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 139,197 -13,599 -8.90 21,653 -16.79 0.8149
2015-08-13 2015-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 152,796 -23,357 -13.26 26,023 -14.67 0.8834
2015-05-14 2015-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 176,153 14,380 8.89 30,496 12.85 1.0264
2015-02-12 2014-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 161,773 -11,452 -6.61 27,023 -1.48 0.9327
2014-11-13 2014-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 173,225 1,088 0.63 27,428 -1.98 0.9167
2014-08-14 2014-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 172,137 24,823 16.85 27,983 22.74 0.8979
2014-05-14 2014-03-31 13F ISHARES RUS MID-CAP ETF 464287499 147,314 919 0.63 22,799 3.83 0.7556
2014-02-14 2013-12-31 13F ISHARES RUS MID-CAP ETF 464287499 146,395 288 0.20 21,957 8.06 0.7357
2013-11-12 2013-09-30 13F ISHARES RUS MID-CAP ETF 464287499 146,107 1,759 1.22 20,320 8.37 0.7378
2013-08-14 2013-06-30 13F ISHARES RUS MID-CAP ETF 464287499 144,348 144,348 18,750 0.7084
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.