iShares Trust - iShares Russell 2000 ETF
US ˙ ARCA ˙ US4642876555

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionClaro Advisors LLC
Latest Disclosed Ownership9,846 shares
Latest Disclosed Value $ 2,441,722
Claro Advisors LLC reports 6.51% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On April 21, 2026 - Claro Advisors LLC filed a 13F-HR form disclosing ownership of 9,846 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $2,441,808 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 9,244 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 6.51% during the quarter. The current value of the position is $2,832,399 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)
2026-04-21 2026-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,846 602 6.51 2,442 7.30 0.2941
2026-02-17 2025-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,244 -356 -3.71 2,276 -2.02 0.3100
2025-11-12 2025-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,600 -1,161 -10.79 2,323 0.00 0.3387
2025-08-05 2025-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 10,761 10 0.09 2,322 8.30 0.3834
2025-05-12 2025-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 10,751 595 5.86 2,145 -4.46 0.2870
2025-01-13 2024-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 10,156 919 9.95 2,244 10.00 0.3032
2024-11-07 2024-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 9,237 -232 -2.45 2,040 6.19 0.2636
2024-10-17 2024-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 5,889 -3,580 289 0.0373
2024-07-31 2024-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,469 -4,751 -33.41 1,921 -35.75 0.2999
2024-04-18 2024-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,220 -3,168 -18.22 2,990 -14.30 0.5192
2024-01-22 2023-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,388 894 5.42 3,490 19.69 0.7556
2023-10-10 2023-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,494 144 0.88 2,915 -4.77 0.7288
2023-08-08 2023-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,350 125 0.77 3,062 5.77 0.7607
2023-04-17 2023-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 16,225 -713 -4.21 2,895 -2.00 0.8499
2023-03-13 2022-12-31 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 16,938 -119 -0.70 2,953 2.22 0.9661
2023-02-14 2022-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,072 15 2,977 0.9720
2022-11-18 2022-09-30 13F/A-1 ISHARES TR RUSSELL 2000 ETF 464287655 17,057 0 0.00 2,889 0.00 1.1484
2022-11-14 2022-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,057 0 2,889 1.1484
2022-08-12 2022-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,057 -1,822 -9.65 2,889 -31.21 1.1484
2022-05-16 2022-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,879 0 0.00 4,200 0.00 1.5109
2022-02-14 2021-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 18,879 1,361 7.77 4,200 9.60 1.5111
2021-11-15 2021-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 17,518 1,719 10.88 3,832 5.74 1.6115
2021-08-13 2021-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 15,799 553 3.63 3,624 7.60 1.6311
2021-05-17 2021-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 15,246 542 3.69 3,368 16.82 1.7061
2021-02-12 2020-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 14,704 1,024 7.49 2,883 40.70 1.5323
2020-11-16 2020-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 13,680 -1,768 -11.44 2,049 -7.37 1.2985
2020-08-14 2020-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 15,448 7,471 93.66 2,212 142.28 1.5224
2020-05-15 2020-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 7,977 -2,332 -22.62 913 -46.55 0.8511
2020-02-14 2019-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 10,309 919 9.79 1,708 20.20 1.3148
2019-10-29 2019-09-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 9,390 2,822 42.97 1,421 39.18 1.2606
2019-07-24 2019-06-30 13F ISHARES TR RUSSELL 2000 ETF 464287655 6,568 3,659 125.78 1,021 129.44 0.9424
2019-05-10 2019-03-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,909 786 37.02 445 24.30 0.4404
2019-02-14 2018-12-31 13F ISHARES TR RUSSELL 2000 ETF 464287655 2,123 2,123 358 0.2866
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.