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

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionWaldron Private Wealth LLC
Latest Disclosed Ownership13,839 shares
Latest Disclosed Value $ 4,934,434
Waldron Private Wealth LLC reports 2.50% decrease in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On April 10, 2026 - Waldron Private Wealth LLC filed a 13F-HR form disclosing ownership of 13,839 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $4,934,434 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,194 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of -2.50% during the quarter. The current value of the position is $5,699,315 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)
2026-04-10 2026-03-31 13F ISHARES TR RUS 1000 ETF 464287622 13,839 -355 -2.50 4,934 -6.91 0.1924
2026-01-14 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 14,194 -1,943 -12.04 5,301 -10.12 0.2095
2025-10-30 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 16,137 -170 -1.04 5,898 6.50 0.2390
2025-07-31 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 16,307 -74 -0.45 5,537 10.21 0.2415
2025-05-08 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 16,381 -471 -2.79 5,025 -7.46 0.2372
2025-01-24 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 16,852 -165 -0.97 5,429 1.50 0.2185
2024-10-21 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 17,017 -3,677 -17.77 5,350 -13.12 0.2222
2024-07-31 2024-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 20,694 -442 -2.09 6,157 1.15 0.2755
2024-05-09 2024-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 21,136 3,232 18.05 6,088 29.65 0.2748
2024-08-29 2023-12-31 13F/A-1 ISHARES RUSSELL 1000 ETF COM 464287622 17,904 -112 -0.62 4,696 10.47 0.2233
2024-01-30 2023-12-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 17,904 -112 5 0.2233
2024-08-29 2023-09-30 13F/A-1 ISHARES RUSSELL 1000 ETF COM 464287622 18,016 -162 -0.89 4,250 -4.06 0.2207
2023-10-26 2023-09-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 18,016 -162 4 0.2207
2024-08-29 2023-06-30 13F/A-1 ISHARES RUSSELL 1000 ETF COM 464287622 18,178 -980 -5.12 4,431 2.69 0.2211
2023-08-07 2023-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 18,178 -980 4 0.2211
2024-08-29 2023-03-31 13F/A-1 ISHARES RUSSELL 1000 ETF COM 464287622 19,158 -393 -2.01 4,315 143,700.00 0.2100
2023-05-02 2023-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 19,158 -393 4 0.2100
2023-02-08 2022-12-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 19,551 0 0.00 4 -99.92 0.2399
2022-11-14 2022-09-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 19,551 9,634 97.15 3,858 87.28 0.2397
2022-08-03 2022-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 9,917 68 0.69 2,060 -16.33 0.1155
2022-05-04 2022-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 9,849 -36 -0.36 2,462 -5.78 0.1263
2022-02-02 2021-12-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 9,885 178 1.83 2,613 11.38 0.1289
2021-11-02 2021-09-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 9,707 982 11.26 2,346 11.08 0.1365
2021-08-06 2021-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 8,725 -17 -0.19 2,112 7.98 0.1350
2021-05-11 2021-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 8,742 211 2.47 1,956 8.25 0.1359
2021-02-12 2020-12-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 8,531 194 2.33 1,807 15.83 0.1344
2020-11-13 2020-09-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 8,337 1,781 27.17 1,560 38.67 0.1334
2020-08-11 2020-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 6,556 49 0.75 1,125 22.28 0.0994
2020-05-05 2020-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 6,507 -1,366 -17.35 920 -34.47 0.0980
2020-02-07 2019-12-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 7,873 -2,131 -21.30 1,404 -14.70 0.1251
2019-11-06 2019-09-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 10,004 -663 -6.22 1,646 -5.18 0.1677
2019-07-31 2019-06-30 13F ISHARES RUSSELL 1000 ETF COM 464287622 10,667 801 8.12 1,736 11.86 0.1847
2019-05-01 2019-03-31 13F ISHARES RUSSELL 1000 ETF COM 464287622 9,866 1,353 15.89 1,552 31.53 0.1749
2019-02-13 2018-12-31 13F iShares Russell 1000 ETF COM 464287622 8,513 2,179 34.40 1,180 15.23 0.1701
2018-11-20 2018-09-30 13F iShares Russell 1000 ETF COM 464287622 6,334 -250 -3.80 1,024 2.40 0.1995
2018-08-09 2018-06-30 13F iShares Russell 1000 ETF COM 464287622 6,584 4,026 157.39 1,000 166.67 0.2168
2018-05-09 2018-03-31 13F iShares Russell 1000 ETF COM 464287622 2,558 167 6.98 375 5.63 0.0845
2018-01-26 2017-12-31 13F iShares Russell 1000 ETF COM 464287622 2,391 2,391 355 0.0835
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.