iShares Trust - iShares Russell 3000 ETF
US ˙ ARCA ˙ US4642876894

SecurityIWV / iShares Trust - iShares Russell 3000 ETF
InstitutionCwm, Llc
Latest Disclosed Ownership42,590 shares
Latest Disclosed Value $ 15,787,246
Cwm, Llc reports 1.94% increase in ownership of IWV / iShares Trust - iShares Russell 3000 ETF

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 42,590 shares of iShares Trust - iShares Russell 3000 ETF (US:IWV) valued at $15,787,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 41,779 shares of iShares Trust - iShares Russell 3000 ETF. This represents a change in shares of 1.94% during the quarter. The current value of the position is $18,216,169 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)
2026-05-14 2026-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 42,590 811 1.94 15,787 98,568.75 0.0410
2026-01-26 2025-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 41,779 -207 -0.49 16 6.67 0.0438
2025-10-15 2025-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 41,986 7,644 22.26 16 25.00 0.0478
2025-07-25 2025-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 34,342 393 1.16 12 20.00 0.0425
2025-05-01 2025-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 33,949 3,391 11.10 11 0.00 0.0430
2025-02-04 2024-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 30,558 -4,449 -12.71 10 -9.09 0.0424
2024-10-08 2024-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 35,007 -2 -0.01 11 10.00 0.0492
2024-07-10 2024-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 35,009 -375 -1.06 11 0.00 0.0509
2024-04-05 2024-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 35,384 59 0.17 11 11.11 0.0516
2024-02-01 2023-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 35,325 1,114 3.26 10 12.50 0.0520
2023-10-11 2023-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 34,211 615 1.83 8 0.00 0.0514
2023-08-03 2023-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 33,596 -33 -0.10 9 14.29 0.0528
2023-05-01 2023-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 33,629 -2,409 -6.68 8 0.00 0.0535
2023-02-01 2022-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 36,038 901 2.56 8 -99.90 0.0586
2022-10-27 2022-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 35,137 11,669 49.72 7,275 42.59 0.0578
2022-07-28 2022-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 23,468 18,137 340.22 5,102 264.69 0.0395
2022-04-21 2022-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 5,331 -3,848 -41.92 1,399 -45.07 0.0099
2022-01-31 2021-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 9,179 3,715 67.99 2,547 82.19 0.0179
2021-09-15 2021-06-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2021-07-29 2021-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 1,398 0.0111
2021-09-15 2021-03-31 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2021-04-27 2021-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 5,498 34 1,304 0.0115
2021-09-15 2020-12-31 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2021-01-27 2020-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,084 620 1,360 0.0127
2021-09-15 2020-09-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2020-10-19 2020-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 5,487 23 1,074 0.0119
2021-09-15 2020-06-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2020-07-22 2020-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 7,284 1,820 1,312 0.0156
2021-09-15 2020-03-31 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2020-04-28 2020-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 16,752 11,288 2,485 0.0370
2021-09-14 2019-12-31 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2020-01-27 2019-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 17,755 12,291 3,347 0.0428
2021-09-14 2019-09-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2019-10-22 2019-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 15,509 10,045 2,695 0.0392
2021-09-14 2019-06-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 0 0.00 1,398 0.00 0.0111
2019-07-31 2019-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 12,151 6,687 2,094 0.0346
2021-09-02 2019-03-31 13F/A-1 ISHARES TR RUSSELL 3000 ETF 464287689 5,464 1,115 25.64 1,398 118.78 0.0111
2019-04-22 2019-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 4,447 98 741 0.0149
2019-01-25 2018-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 4,349 199 4.80 639 -10.63 0.0160
2018-10-29 2018-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 4,150 0 0.00 715 6.08 0.0183
2018-07-31 2018-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 4,150 -2,500 -37.59 674 -35.19 0.0222
2018-04-26 2018-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,650 -200 -2.92 1,040 -3.97 0.0413
2018-01-16 2017-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,850 0 0.00 1,083 5.87 0.0481
2017-10-16 2017-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,850 0 0.00 1,023 3.65 0.0484
2017-07-17 2017-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,850 111 1.65 987 4.67 0.0506
2017-04-17 2017-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,739 0 0.00 943 5.25 0.0533
2017-01-19 2016-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 6,739 4,475 197.66 896 208.97 0.0549
2016-10-17 2016-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 2,264 1,829 420.46 290 437.04 0.0200
2016-07-21 2016-06-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 435 0 0.00 54 1.89 0.0039
2016-04-18 2016-03-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 435 435 0.00 53 0.0047
2016-02-01 2015-12-31 13F ISHARES TR RUSSELL 3000 ETF 464287689 0 -144 -100.00 0 -100.00
2015-10-30 2015-09-30 13F ISHARES TR RUSSELL 3000 ETF 464287689 144 144 16 0.0016
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.