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

SecurityIWB / iShares Trust - iShares Russell 1000 ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership2,679 shares
Latest Disclosed Value $ 955,224
Patten Group, Inc. reports 9.34% decrease in ownership of IWB / iShares Trust - iShares Russell 1000 ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 2,679 shares of iShares Trust - iShares Russell 1000 ETF (US:IWB) valued at $955,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 2,955 shares of iShares Trust - iShares Russell 1000 ETF. This represents a change in shares of -9.34% during the quarter. The current value of the position is $1,108,222 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)
2026-04-24 2026-03-31 13F ISHARES TR RUS 1000 ETF 464287622 2,679 -276 -9.34 955 -13.42 0.1660
2026-01-23 2025-12-31 13F ISHARES TR RUS 1000 ETF 464287622 2,955 -149 -4.80 1,104 -2.73 0.2041
2025-11-10 2025-09-30 13F ISHARES TR RUS 1000 ETF 464287622 3,104 -66 -2.08 1,134 5.39 0.2208
2025-07-30 2025-06-30 13F ISHARES TR RUS 1000 ETF 464287622 3,170 -93 -2.85 1,076 7.60 0.2274
2025-05-14 2025-03-31 13F ISHARES TR RUS 1000 ETF 464287622 3,263 -1,635 -33.38 1,001 -36.59 0.2293
2025-02-06 2024-12-31 13F ISHARES TR RUS 1000 ETF 464287622 4,898 17 0.35 1,578 2.80 0.3492
2024-10-08 2024-09-30 13F ISHARES TR RUS 1000 ETF 464287622 4,881 19 0.39 1,534 6.09 0.3408
2024-07-25 2024-06-30 13F ISHARES TR RUS 1000 ETF 464287622 4,862 144 3.05 1,447 6.48 0.3413
2024-04-17 2024-03-31 13F ISHARES TR RUS 1000 ETF 464287622 4,718 87 1.88 1,359 11.86 0.3344
2024-01-10 2023-12-31 13F ISHARES TR RUS 1000 ETF 464287622 4,631 -79 -1.68 1,215 9.76 0.3296
2023-10-12 2023-09-30 13F ISHARES TR RUS 1000 ETF 464287622 4,710 270 6.08 1,106 2.22 0.3306
2023-07-26 2023-06-30 13F ISHARES TR RUS 1000 ETF 464287622 4,440 -284 -6.01 1,082 1.79 0.1604
2023-04-06 2023-03-31 13F ISHARES TR RUS 1000 ETF 464287622 4,724 0 0.00 1,064 6.94 0.3194
2023-02-10 2022-12-31 13F ISHARES TR RUS 1000 ETF 464287622 4,724 -471 -9.07 994 -4.61 0.3124
2022-10-13 2022-09-30 13F ISHARES TR RUS 1000 ETF 464287622 5,195 -30 -0.57 1,042 -7.13 0.3579
2022-07-18 2022-06-30 13F ISHARES TR RUS 1000 ETF 464287622 5,225 30 0.58 1,122 -13.63 0.3595
2022-04-28 2022-03-31 13F ISHARES TR RUS 1000 ETF 464287622 5,195 12 0.23 1,299 -5.25 0.3644
2022-01-20 2021-12-31 13F ISHARES TR RUS 1000 ETF 464287622 5,183 42 0.82 1,371 10.30 0.3629
2021-11-15 2021-09-30 13F ISHARES TR RUS 1000 ETF 464287622 5,141 -40 -0.77 1,243 -0.88 0.3654
2021-08-03 2021-06-30 13F ISHARES TR RUS 1000 ETF 464287622 5,181 107 2.11 1,254 10.39 0.3685
2021-04-23 2021-03-31 13F ISHARES TR RUS 1000 ETF 464287622 5,074 70 1.40 1,136 7.17 0.3638
2021-02-02 2020-12-31 13F ISHARES TR RUS 1000 ETF 464287622 5,004 59 1.19 1,060 14.59 0.2861
2020-10-19 2020-09-30 13F ISHARES TR RUS 1000 ETF 464287622 4,945 47 0.96 925 9.99 0.3609
2020-07-20 2020-06-30 13F ISHARES TR RUS 1000 ETF 464287622 4,898 -45 -0.91 841 20.14 0.3618
2020-04-16 2020-03-31 13F ISHARES TR RUS 1000 ETF 464287622 4,943 -1,508 -23.38 700 -39.18 0.3620
2020-01-14 2019-12-31 13F ISHARES TR RUS 1000 ETF 464287622 6,451 250 4.03 1,151 12.84 0.4291
2019-10-22 2019-09-30 13F ISHARES TR RUS 1000 ETF 464287622 6,201 320 5.44 1,020 6.58 0.4145
2019-07-11 2019-06-30 13F ISHARES TR RUS 1000 ETF 464287622 5,881 1,344 29.62 957 34.03 0.3914
2019-05-14 2019-03-31 13F ISHARES TR ETF 464287622 4,537 725 19.02 714 34.97 0.3073
2019-02-12 2018-12-31 13F iShares Russell 1000 EF 464287622 3,812 2,257 145.14 529 110.76 0.2508
2018-11-14 2018-09-30 13F iShares Russell 1000 EF 464287622 1,555 694 80.60 251 91.60 0.0957
2018-08-13 2018-06-30 13F iShares Russell 1000 EF 464287622 861 445 106.97 131 114.75 0.0525
2018-05-11 2018-03-31 13F iShares Russell 1000 EF 464287622 416 0 0.00 61 -1.61 0.0250
2018-02-02 2017-12-31 13F iShares Russell 1000 EF 464287622 416 308 285.19 62 313.33 0.0246
2017-12-12 2017-09-30 13F/A-1 iShares Russell 1000 EF 464287622 108 -95 -46.80 15 -46.43 0.0061
2017-11-14 2017-09-30 13F iShares Russell 1000 EF 464287622 9 -194 15 6,068.1330
2017-08-14 2017-06-30 13F iShares Russell 1000 EF 464287622 203 153 306.00 28 300.00 0.0113
2017-05-30 2017-03-31 13F iShares Russell 1000 EF 464287622 50 0 0.00 7 16.67 0.0030
2017-02-10 2016-12-31 13F iShares Russell 1000 EF 464287622 50 0 0.00 6 20.00 0.0027
2016-11-14 2016-09-30 13F iShares Russell 1000 ETF EF 464287622 50 0 0.00 6 0.00 0.0028
2016-08-15 2016-06-30 13F iShares Russell 1000 ETF EF 464287622 50 0 0.00 6 0.00 0.0027
2016-05-13 2016-03-31 13F iShares Russell 1000 EF 464287622 50 50 6 0.0027
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.