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

SecurityIWR / iShares Trust - iShares Russell Mid-Cap ETF
InstitutionMorgan Stanley
Latest Disclosed Ownership10,986,837 shares
Latest Disclosed Value $ 1,068,250,391
Morgan Stanley reports 1.75% increase in ownership of IWR / iShares Trust - iShares Russell Mid-Cap ETF

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 10,986,837 shares of iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) valued at $1,068,250,162 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 10,797,769 shares of iShares Trust - iShares Russell Mid-Cap ETF. This represents a change in shares of 1.75% during the quarter. The current value of the position is $1,166,911,958 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)
2026-05-15 2026-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,986,837 189,068 1.75 1,068,250 2.77 0.0644
2026-05-27 2025-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,797,769 460,088 4.45 1,039,501 4.15 0.0621
2026-02-13 2025-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,797,769 460,088 1,039,501 0.0621
2026-05-27 2025-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 10,337,681 -290,164 -2.73 998,103 2.11 0.0604
2025-11-14 2025-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 10,337,681 -290,164 998,103 0.0604
2025-08-15 2025-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 10,627,845 566,515 5.63 977,443 14.20 0.0637
2025-05-15 2025-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 10,061,330 2,085,759 26.15 855,918 21.40 0.0612
2025-05-15 2024-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 7,975,571 499,327 6.68 705,041 6.99 0.0494
2025-02-14 2024-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,975,571 499,327 705,041 0.0494
2025-05-14 2024-09-30 13F/A-2 ISHARES TR RUS MID CAP ETF 464287499 7,476,244 18,413 0.25 658,956 8.98 0.0478
2025-02-14 2024-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 7,476,244 18,413 658,956 0.0478
2024-11-14 2024-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,476,244 18,413 658,956 0.0057
2025-05-14 2024-06-30 13F/A-2 ISHARES TR RUS MID CAP ETF 464287499 7,457,831 -50,793 -0.68 604,681 -4.23 0.0468
2024-10-17 2024-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 7,457,831 -50,793 604,681 0.0468
2024-08-14 2024-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,457,831 -50,793 604,681 0.0468
2024-10-17 2024-03-31 13F/A-2 ISHARES TR RUS MID CAP ETF 464287499 7,508,624 312,743 4.35 631,400 12.88 0.0507
2024-08-16 2024-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 7,508,624 312,743 631,400 0.0059
2024-05-15 2024-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,508,624 312,743 631,400 0.0507
2024-08-16 2023-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 7,195,881 144,995 2.06 559,336 14.55 0.0493
2024-02-13 2023-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,195,881 144,995 559,336 0.0493
2023-11-15 2023-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,050,886 -495,408 -6.56 488,274 -11.40 0.0497
2023-08-14 2023-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,546,294 783,379 11.58 551,106 16.55 0.0543
2023-05-15 2023-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 6,762,915 -320,872 -4.53 472,863 -1.03 0.0507
2023-02-14 2022-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 7,083,787 46,963 0.67 477,802 9.25 0.0543
2022-11-14 2022-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 7,036,824 123,448 1.79 437,338 -2.17 0.0596
2022-10-27 2022-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 6,913,376 106,381 1.56 447,018 -15.85 0.0580
2022-08-15 2022-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 6,913,376 106,381 447,018 0.0117
2022-10-27 2022-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 6,806,995 -60,945 -0.89 531,218 -6.82 0.0716
2022-05-13 2022-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 6,806,995 -60,945 531,218 0.0716
2022-02-14 2021-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 6,867,940 332,962 5.10 570,107 11.53 0.0704
2021-11-15 2021-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 6,534,978 187,500 2.95 511,166 1.63 0.0688
2021-08-23 2021-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 6,347,478 1,053,988 19.91 502,974 28.52 0.0663
2021-08-16 2021-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 6,347,478 1,053,988 502,974 0.0138
2021-05-17 2021-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 5,293,490 131,841 2.55 391,347 10.60 0.0575
2021-02-16 2020-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 5,161,649 199,920 4.03 353,831 24.28 0.0546
2020-11-13 2020-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 4,961,729 90,585 1.86 284,704 9.04 0.0551
2020-08-14 2020-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 4,871,144 405,624 9.08 261,093 35.44 0.0578
2020-05-26 2020-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 4,465,520 540,617 13.77 192,776 -17.62 0.0524
2020-05-15 2020-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 4,465,520 540,617 192,776 14,809.2155
2020-02-14 2019-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 3,924,903 -123,269 -3.05 234,003 3.31 0.0544
2019-11-14 2019-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 4,048,172 8,719 0.22 226,495 0.36 0.0600
2019-08-14 2019-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 4,039,453 48,293 1.21 225,685 4.81 0.0601
2019-05-15 2019-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 3,991,160 -197,872 -4.72 215,323 10.59 0.0610
2019-02-14 2018-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 4,189,032 3,117,879 291.08 194,706 -17.56 0.0583
2019-04-23 2018-09-30 13F/A-2 ISHARES TR RUS MID CAP ETF 464287499 1,071,153 -401 -0.04 236,189 3.90 0.0591
2018-11-20 2018-09-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 1,071,153 0 236,189 0.0591
2018-11-14 2018-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,071,153 -401 236,189
2019-04-23 2018-06-30 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 1,071,554 20,916 1.99 227,319 4.81 0.0614
2018-08-14 2018-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,071,554 20,916 227,319
2019-04-23 2018-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 1,050,638 5,638 0.54 216,895 -0.28 0.0602
2018-05-14 2018-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 1,050,638 5,638 216,895
2019-04-23 2017-12-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 1,045,000 -12,598 -1.19 217,495 4.31 0.0595
2018-02-14 2017-12-31 13F ISHARES TR RUS MID CAP ETF 464287499 1,045,000 -12,598 217,495
2017-11-14 2017-09-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,057,598 16,814 1.62 208,505 4.28 0.0625
2017-08-11 2017-06-30 13F ISHARES TR RUS MID CAP ETF 464287499 1,040,784 -9,923 -0.94 199,946 1.66 0.0604
2017-05-22 2017-03-31 13F/A-1 ISHARES TR RUS MID CAP ETF 464287499 1,050,707 39,583 3.91 196,672 8.75 0.0604
2017-05-12 2017-03-31 13F ISHARES TR RUS MID CAP ETF 464287499 1,050,707 196,672
2017-02-22 2016-12-31 13F/A-1 ISHARES TR RUS MID-CAP ETF 464287499 1,011,124 57,225 6.00 180,849 8.76 0.0592
2017-02-13 2016-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 1,011,124 180,849
2016-11-10 2016-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 953,899 31,078 3.37 166,283 7.13 0.0568
2016-08-12 2016-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 922,821 -24,238 -2.56 155,219 0.60 0.0561
2016-05-12 2016-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 947,059 -43,098 -4.35 154,295 -2.72 0.0594
2016-02-09 2015-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 990,157 -5,043 -0.51 158,602 2.45 0.0574
2016-02-08 2015-09-30 13F/A-1 ISHARES TR RUS MID-CAP ETF 464287499 995,200 -36,331 -3.52 154,813 -11.88 0.0572
2015-11-09 2015-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 995,200 154,813
2015-08-12 2015-06-30 13F ISHARES TR RUS MID-CAP ETF 464287499 1,031,531 78,669 8.26 175,679 6.50 0.0609
2015-05-14 2015-03-31 13F ISHARES TR RUS MID-CAP ETF 464287499 952,862 34,530 3.76 164,960 7.54 0.0608
2015-02-13 2014-12-31 13F ISHARES TR RUS MID-CAP ETF 464287499 918,332 189,255 25.96 153,398 32.88 0.0561
2014-12-16 2014-09-30 13F/A-1 ISHARES TR RUS MID-CAP ETF 464287499 729,077 -909 -0.12 115,443 2.19 0.0444
2014-11-14 2014-09-30 13F ISHARES TR RUS MID-CAP ETF 464287499 729,077 115,443
2014-05-13 2014-03-31 13F ISHARES RUS MID-CAP ETF 464287499 729,986 15,800 2.21 112,972 5.47 0.0473
2014-02-13 2013-12-31 13F ISHARES RUS MID-CAP ETF 464287499 714,186 16,722 2.40 107,114 10.43 0.0456
2013-11-13 2013-09-30 13F ISHARES RUSSELL MIDCAP INDE COM 464287499 697,464 62,034 9.76 96,997 17.52 0.0458
2013-08-08 2013-06-30 13F ISHARES RUSSELL MIDCAP INDE COM 464287499 635,430 635,430 82,536 0.0416
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.