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

SecurityIWM / iShares Trust - iShares Russell 2000 ETF
InstitutionFirst Merchants Corp
Latest Disclosed Ownership15,106 shares
Latest Disclosed Value $ 3,746,288
First Merchants Corp reports 7.55% increase in ownership of IWM / iShares Trust - iShares Russell 2000 ETF

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 15,106 shares of iShares Trust - iShares Russell 2000 ETF (US:IWM) valued at $3,746,288 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 14,045 shares of iShares Trust - iShares Russell 2000 ETF. This represents a change in shares of 7.55% during the quarter. The current value of the position is $4,411,103 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)
2026-04-16 2026-03-31 13F RUSSELL 2000 ISHR Equities 464287655 15,106 1,061 7.55 3,746 8.36 0.1391
2026-01-12 2025-12-31 13F RUSSELL 2000 ISHR Equities 464287655 14,045 1,248 9.75 3,457 11.66 0.1280
2025-10-22 2025-09-30 13F RUSSELL 2000 ISHR Equities 464287655 12,797 -1,733 -11.93 3,096 -1.24 0.1167
2025-07-23 2025-06-30 13F RUSSELL 2000 ISHR Equities 464287655 14,530 -2,363 -13.99 3,135 -6.95 0.1213
2025-04-24 2025-03-31 13F RUSSELL 2000 ISHR Equities 464287655 16,893 -1,875 -9.99 3,370 -18.74 0.1344
2025-01-30 2024-12-31 13F RUSSELL 2000 ISHR Equities 464287655 18,768 -4,050 -17.75 4,147 -17.74 0.1593
2024-10-24 2024-09-30 13F RUSSELL 2000 ISHR Equities 464287655 22,818 -1,311 -5.43 5,040 2.96 0.1925
2024-07-25 2024-06-30 13F RUSSELL 2000 ISHR Equities 464287655 24,129 -2,149 -8.18 4,896 -11.42 0.1970
2024-04-25 2024-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 26,278 -8,030 -23.41 5,526 -19.74 0.4155
2024-01-25 2023-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 34,308 -7,107 -17.16 6,886 -5.93 0.5643
2023-10-26 2023-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 41,415 1,550 3.89 7,320 -1.96 0.6524
2023-07-25 2023-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 39,865 1,090 2.81 7,465 7.92 0.6313
2023-04-25 2023-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 38,775 -279 -0.71 6,917 1.59 0.6160
2023-01-26 2022-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 39,054 79 0.20 6,809 5.93 0.6237
2022-10-25 2022-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 38,975 380 0.98 6,428 -1.65 0.6436
2022-07-26 2022-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 38,595 194 0.51 6,536 -17.09 0.6459
2022-04-26 2022-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 38,401 4,825 14.37 7,883 5.54 0.6452
2022-01-27 2021-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 33,576 -593 -1.74 7,469 -0.07 0.5766
2021-10-26 2021-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 34,169 1,283 3.90 7,474 -0.91 0.4758
2021-07-26 2021-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 32,886 -2,165 -6.18 7,543 -2.60 0.4903
2021-04-22 2021-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 35,051 -1,148 -3.17 7,744 9.12 0.5159
2021-01-28 2020-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 36,199 6,185 20.61 7,097 57.85 0.4889
2020-10-28 2020-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 30,014 1,683 5.94 4,496 10.85 0.3425
2020-07-23 2020-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 28,331 -7,871 -21.74 4,056 -2.12 0.3421
2020-04-23 2020-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 36,202 -17,539 -32.64 4,144 -53.45 0.5363
2020-01-30 2019-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 53,741 -3,248 -5.70 8,903 3.24 0.9115
2019-10-24 2019-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 56,989 27,900 95.91 8,624 90.67 0.9165
2019-07-25 2019-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 29,089 1,726 6.31 4,523 7.97 0.7197
2019-04-25 2019-03-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 27,363 2,172 8.62 4,189 24.19 0.6764
2019-01-31 2018-12-31 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 25,191 -2,587 -9.31 3,373 -27.96 0.6473
2018-10-24 2018-09-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 27,778 946 3.53 4,682 6.55 0.7675
2018-07-26 2018-06-30 13F RUSSELL 2000 INDEX ETF ISHARES ETF SMALL CAP 464287655 26,832 -268 -0.99 4,394 6.78 0.7646
2018-04-26 2018-03-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 27,100 -327 -1.19 4,115 -1.58 0.6908
2018-01-30 2017-12-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 27,427 577 2.15 4,181 5.08 0.7127
2017-10-31 2017-09-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 26,850 10,798 67.27 3,979 75.91 0.6874
2017-07-27 2017-06-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 16,052 1,841 12.95 2,262 15.76 0.6250
2017-04-27 2017-03-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 14,211 2,376 20.08 1,954 22.43 0.5443
2017-01-26 2016-12-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,835 -25 -0.21 1,596 8.35 0.4727
2016-10-25 2016-09-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,860 75 0.64 1,473 8.71 0.4722
2016-07-26 2016-06-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,785 -200 -1.67 1,355 2.19 0.4467
2016-04-26 2016-03-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,985 260 2.22 1,326 0.45 0.4698
2016-02-01 2015-12-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,725 -221 -1.85 1,320 1.15 0.4655
2015-10-22 2015-09-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,946 -18,861 -61.22 1,305 -66.08 0.4660
2015-07-23 2015-06-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 30,807 18,990 160.70 3,847 161.70 1.2016
2015-04-27 2015-03-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,817 11,817 0.00 1,470 0.4537
2015-01-27 2014-12-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 0 -11,817 -100.00 0 -100.00
2014-10-23 2014-09-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,817 0 0.00 1,292 -7.98 0.4128
2014-07-24 2014-06-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,817 105 0.90 1,404 3.01 0.4376
2014-04-29 2014-03-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,712 0 0.00 1,363 0.89 0.4396
2014-01-31 2013-12-31 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,712 0 0.00 1,351 8.17 0.4437
2013-10-25 2013-09-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,712 -180 -1.51 1,249 8.23 0.4234
2013-07-23 2013-06-30 13F RUSSELL 2000 INDEX ETF ISHARES SMALL CAP EQUITY FUNDS 464287655 11,892 11,892 1,154 0.4097
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.