iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

SecurityIJR / iShares Trust - iShares Core S&P Small-Cap ETF
InstitutionResources Management Corp /ct/ /adv
Latest Disclosed Ownership208 shares
Latest Disclosed Value $ 26
Resources Management Corp /ct/ /adv reports 144.71% increase in ownership of IJR / iShares Trust - iShares Core S&P Small-Cap ETF

On May 15, 2026 - Resources Management Corp /ct/ /adv filed a 13F-HR form disclosing ownership of 208 shares of iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) valued at $25,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 85 shares of iShares Trust - iShares Core S&P Small-Cap ETF. The current value of the position is $28,798 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 CORE S&P SMALL-CAP Equity ETF 464287804 208 123 144.71 0 0.0035
2026-02-13 2025-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 85 4 4.94 0 0.0013
2025-11-14 2025-09-30 13F/A-1 ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0013
2025-11-14 2025-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0 0.0013
2025-08-15 2025-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0012
2025-05-16 2025-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0011
2025-02-14 2024-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0012
2024-11-15 2024-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0012
2024-08-14 2024-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0013
2024-05-15 2024-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0013
2024-02-14 2023-12-31 13F/A-1 ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0013
2024-02-14 2023-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 108 0
2023-11-16 2023-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 0 0.00 0 0.0013
2023-08-16 2023-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 -4,269 -98.14 0 0.0012
2023-05-11 2023-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 4,350 4,269 5,270.37 0 0.0312
2023-02-08 2022-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 81 -97 -54.49 0 -100.00 0.0013
2022-11-15 2022-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 178 0 0.00 16 0.00 0.0028
2022-08-10 2022-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 178 0 0.00 16 -15.79 0.0026
2022-05-20 2022-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 178 -300 -62.76 19 -65.45 0.0027
2022-02-04 2021-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 55 5.77 0.0072
2021-11-12 2021-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 52 -3.70 0.0075
2021-08-10 2021-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 54 3.85 0.0076
2021-05-13 2021-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 52 18.18 0.0079
2021-02-16 2020-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 44 29.41 0.0071
2020-11-12 2020-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 0 0.00 34 3.03 0.0061
2020-08-11 2020-06-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 478 1 0.21 33 22.22 0.0063
2020-05-04 2020-03-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 477 96 25.20 27 -15.62 0.0060
2020-02-13 2019-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 381 0 0.00 32 6.67 0.0055
2019-12-04 2019-09-30 13F ISHARES CORE S&P SMALL-CAP Equity ETF 464287804 381 0 0.00 30 15.38 0.0055
2019-02-21 2018-12-31 13F ISHARES CORE S&P SMALL-CAP Equity ETFs 464287804 381 381 26 0.0058
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.