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

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionLarson Financial Group LLC
Latest Disclosed Ownership3,733 shares
Latest Disclosed Value $ 1,331,156
Larson Financial Group LLC reports 26.16% increase in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On May 15, 2026 - Larson Financial Group LLC filed a 13F-HR form disclosing ownership of 3,733 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $1,331,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,959 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of 26.16% during the quarter. The current value of the position is $1,537,361 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 1000 ETF 464287622 3,733 774 26.16 1,331 20.45 0.0399
2026-02-06 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 2,959 2 0.07 1,105 2.31 0.0368
2025-11-14 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 2,957 1,567 112.73 1,081 129.30 0.0378
2025-08-08 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 1,390 -261 -15.81 472 -6.92 0.0189
2025-05-02 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 1,651 63 3.97 506 -0.98 0.0240
2025-02-07 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 1,588 151 10.51 511 13.30 0.0264
2024-11-12 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 1,437 602 72.10 452 81.85 0.0256
2024-08-02 2024-06-30 13F ISHARES TR RUS 1000 ETF 464287622 835 69 9.01 249 12.73 0.0169
2024-05-03 2024-03-31 13F ISHARES TR RUS 1000 ETF 464287622 766 1 0.13 221 10.00 0.0171
2024-02-01 2023-12-31 13F ISHARES TR RUS 1000 ETF 464287622 765 -31 -3.89 201 6.95 0.0175
2023-11-03 2023-09-30 13F ISHARES TR RUS 1000 ETF 464287622 796 0 0.00 187 -3.61 0.0184
2023-08-03 2023-06-30 13F ISHARES TR RUS 1000 ETF 464287622 796 1 0.13 194 8.38 0.0194
2023-05-04 2023-03-31 13F ISHARES TR RUS 1000 ETF 464287622 795 1 0.13 179 7.19 0.0195
2023-02-03 2022-12-31 13F ISHARES TR RUS 1000 ETF 464287622 794 2 0.25 167 7.05 0.0200
2022-11-03 2022-09-30 13F ISHARES TR RUS 1000 ETF 464287622 792 2 0.25 156 -4.88 0.0222
2022-08-04 2022-06-30 13F ISHARES TR RUS 1000 ETF 464287622 790 -107 -11.93 164 -26.79 0.0284
2022-05-05 2022-03-31 13F ISHARES TR RUS 1000 ETF 464287622 897 0 0.00 224 -5.49 0.0358
2022-02-03 2021-12-31 13F ISHARES TR RUS 1000 ETF 464287622 897 2 0.22 237 9.72 0.0376
2021-11-04 2021-09-30 13F ISHARES TR RUS 1000 ETF 464287622 895 98 12.30 216 11.92 0.0429
2021-08-10 2021-06-30 13F ISHARES TR RUS 1000 ETF 464287622 797 -27 -3.28 193 4.89 0.0448
2021-05-06 2021-03-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 824 1 0.12 184 5.75 0.0542
2021-04-08 2021-03-31 13F ISHARES TR RUS 1000 ETF 464287622 823 0 174 0.0592
2021-01-14 2020-12-31 13F ISHARES TR RUS 1000 ETF 464287622 823 3 0.37 174 13.73 0.0592
2020-10-08 2020-09-30 13F ISHARES TR RUS 1000 ETF 464287622 820 -36 -4.21 153 4.08 0.0628
2020-07-10 2020-06-30 13F ISHARES TR RUS 1000 ETF 464287622 856 545 175.24 147 234.09 0.0699
2020-04-09 2020-03-31 13F ISHARES TR RUS 1000 ETF 464287622 311 77 32.91 44 4.76 0.0275
2020-01-10 2019-12-31 13F ISHARES TR RUS 1000 ETF 464287622 234 1 0.43 42 10.53 0.0242
2019-10-11 2019-09-30 13F ISHARES TR RUS 1000 ETF 464287622 233 -31 -11.74 38 -11.63 0.0248
2019-07-16 2019-06-30 13F ISHARES TR RUS 1000 ETF 464287622 264 1 0.38 43 4.88 0.0319
2019-04-05 2019-03-31 13F/A-1 ISHARES TR RUS 1000 ETF 464287622 263 1 0.38 41 13.89 0.0325
2019-04-04 2019-03-31 13F ISHARES TR RUS 1000 ETF 464287622 262 0 36 0.0333
2019-02-07 2018-12-31 13F ISHARES TR RUS 1000 ETF 464287622 262 262 36 0.0333
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.