iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionBessemer Group Inc
Latest Disclosed Ownership1,671,479 shares
Latest Disclosed Value $ 112,875
Bessemer Group Inc reports 2.18% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 1,671,479 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $112,874,977 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,635,791 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 2.18% during the quarter. The current value of the position is $123,605,872 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)
2026-05-06 2026-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,671,479 35,688 2.18 113 4.67 0.1774
2026-02-05 2025-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,635,791 220,469 15.58 108 16.30 0.1658
2025-11-05 2025-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,415,322 67,424 5.00 92 10.84 0.1413
2025-08-01 2025-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,347,898 -104,518 -7.20 84 -1.19 0.1357
2025-04-23 2025-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,452,416 -33,479 -2.25 85 -8.70 0.1519
2025-02-13 2024-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,485,895 28,080 1.93 93 2.22 0.1511
2024-11-12 2024-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,457,815 -122,280 -7.74 91 -2.17 0.1496
2024-08-13 2024-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,580,095 60,903 4.01 92 0.00 0.1631
2024-08-13 2024-03-31 13F/A-1 ISHARES TR S&P MIDCAP 400 FET 464287507 1,519,192 1,210,883 392.75 92 8.24 0.1668
2024-05-13 2024-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,519,192 1,210,883 92 0.1668
2024-02-09 2023-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 308,309 11,445 3.86 85 14.86 0.1665
2023-11-13 2023-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 296,864 -18,241 -5.79 74 -9.76 0.1625
2023-08-10 2023-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 315,105 146 0.05 82 5.13 0.1748
2023-05-10 2023-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 314,959 26,685 9.26 79 13.04 0.1870
2023-02-13 2022-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 288,274 -302 -0.10 70 -99.89 0.1698
2022-11-09 2022-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 288,576 5,738 2.03 63,274 -1.11 0.1651
2022-08-10 2022-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 282,838 19,298 7.32 63,986 -9.52 0.1596
2022-05-12 2022-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 263,540 8,121 3.18 70,718 -2.19 0.1484
2022-01-27 2021-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 255,419 11,957 4.91 72,304 12.89 0.1449
2021-11-12 2021-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 243,462 -5,159 -2.08 64,048 -4.14 0.1366
2021-08-06 2021-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 248,621 8,010 3.33 66,811 6.68 0.1450
2021-05-13 2021-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 240,611 9,155 3.96 62,626 17.73 0.1501
2021-02-09 2020-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 231,456 -4,044 -1.72 53,195 21.90 0.1406
2020-11-12 2020-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 235,500 5,760 2.51 43,640 6.82 0.1290
2020-08-05 2020-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 229,740 5,995 2.68 40,852 26.92 0.1290
2020-04-30 2020-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 223,745 -23,865 -9.64 32,187 -36.84 0.1296
2020-02-04 2019-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 247,610 6,537 2.71 50,964 9.41 0.1650
2019-11-07 2019-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 241,073 -8,338 -3.34 46,582 -3.86 0.1663
2019-07-19 2019-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 249,411 3,477 1.41 48,450 4.01 0.1632
2019-05-13 2019-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 245,934 -1,420 -0.57 46,580 13.40 0.1788
2019-05-21 2018-12-31 13F/A-1 ISHARES TR S&P MIDCAP 400 FET 464287507 247,354 -46,356 -15.78 41,075 -30.52 0.1789
2019-02-12 2018-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 247,354 -46,356 41,075 0.1788
2018-11-06 2018-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 293,710 -14,762 -4.79 59,121 -1.60 0.2201
2018-07-25 2018-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 308,472 3,087 1.01 60,084 4.89 0.2330
2018-05-10 2018-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 305,385 -25,299 -7.65 57,282 -8.72 0.2228
2018-01-30 2017-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 330,684 27,025 8.90 62,757 15.52 0.2436
2017-11-03 2017-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 303,659 31,993 11.78 54,324 14.96 0.2167
2017-07-27 2017-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 271,666 75,312 38.36 47,256 40.56 0.1904
2017-05-12 2017-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 196,354 36,898 23.14 33,620 27.52 0.1402
2017-02-07 2016-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 159,456 5,452 3.54 26,365 10.66 0.1214
2016-11-10 2016-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 154,004 10,414 7.25 23,826 11.07 0.1198
2016-08-11 2016-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 143,590 17,885 14.23 21,451 18.35 0.1176
2016-05-11 2016-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 125,705 -13,184 -9.49 18,125 -6.33 0.1023
2016-02-12 2015-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 138,889 61,861 80.31 19,350 83.88 0.1078
2015-11-16 2015-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 77,028 4,712 6.52 10,523 -2.98 0.0601
2015-08-14 2015-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 72,316 6,184 9.35 10,846 7.92 0.0567
2015-06-18 2015-03-31 13F/A-1 ISHARES TR S&P MIDCAP 400 FET 464287507 66,132 62,672 1,811.33 10,050 1,905.99 0.0510
2015-05-14 2015-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 66,132 10,050
2015-02-17 2014-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 3,460 1,835 112.92 501 125.68 0.0027
2014-12-11 2014-09-30 13F/A-1 ISHARES TR S&P MIDCAP 400 FET 464287507 1,625 278 20.64 222 15.03 0.0013
2014-11-13 2014-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,625 278 222 0.0014
2014-08-13 2014-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,347 -1,976 -59.46 193 -57.68 0.0012
2014-05-14 2014-03-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 3,323 1,329 66.65 456 71.43 0.0031
2014-02-18 2013-12-31 13F ISHARES TR S&P MIDCAP 400 FET 464287507 1,994 1,569 369.18 266 401.89 0.0019
2013-11-08 2013-09-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 425 169 66.02 53 76.67 0.0004
2013-08-14 2013-06-30 13F ISHARES TR S&P MIDCAP 400 FET 464287507 256 256 30 0.0003
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.