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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership227,247 shares
Latest Disclosed Value $ 15,345,990
IFP Advisors, Inc reports 2.87% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 227,247 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $15,345,990 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 220,898 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 2.87% during the quarter. The current value of the position is $16,804,916 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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287507 227,247 6,349 2.87 15,346 5.25 0.3182
2026-02-06 2025-12-31 13F ISHARES TR cs 464287507 220,898 18,628 9.21 14,579 10.45 0.3273
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CORE S&P MCP ETF cs 464287507 202,270 7,800 4.01 13,200 9.44 0.3428
2025-12-02 2025-09-30 13F ISHARES TR CORE S&P MCP ETF cs 464287507 202,336 7,866 13,204 0.3405
2025-07-24 2025-06-30 13F I cs 464287507 194,470 31,790 19.54 12,061 27.06 0.3429
2025-05-05 2025-03-31 13F ISHARES TR cs 464287507 162,680 24,920 18.09 9,492 10.58 0.2927
2025-02-04 2024-12-31 13F ISHARES TR cs 464287507 137,760 5,819 4.41 8,584 4.40 0.2811
2025-02-04 2024-09-30 13F ISHARES TR cs 464287507 131,941 5,728 4.54 8,222 11.33 0.2964
2024-07-30 2024-06-30 13F ISHARES TR cs 464287507 126,213 18,782 17.48 7,386 13.18 0.2931
2024-07-30 2024-03-31 13F ISHARES TR cs 464287507 107,431 84,677 372.14 6,525 3.47 0.2862
2024-01-09 2023-12-31 13F ISHARES TR cs 464287507 22,754 -6,834 -23.10 6,306 -14.51 0.2977
2023-10-12 2023-09-30 13F ISHARES TR cs 464287507 29,588 -586 -1.94 7,377 -6.49 0.3316
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287507 30,174 -5,540 -15.51 7,889 12.13 0.3299
2023-08-04 2023-06-30 13F ISHARES TR cs 464287507 30,174 -5,540 5,944 0.2750
2023-04-18 2023-03-31 13F ISHARES TR cs 464287507 35,714 -64,359 -64.31 7,036 36,926.32 0.3062
2023-02-07 2022-12-31 13F ISHARES TR cs 464287507 100,073 51,985 108.10 20 -99.80 0.5288
2022-11-08 2022-09-30 13F ISHARES TR cs 464287507 48,088 8,663 21.97 9,553 21.97 0.2490
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287507 39,425 0 0.00 7,832 0.00 0.2512
2022-08-12 2022-06-30 13F ISHARES TR CORE SP MCP ETF Stock 464287507 1,003 -38,422 198 0.3545
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287507 39,425 12,133 44.46 7,832 1.33 0.2512
2022-08-08 2022-03-31 13F ISHARES TR CORE SP MCP ETF Stock 464287507 29,644 2,352 5,880 0.1200
2022-01-12 2021-12-31 13F ISHARES TR CORE SP MCP ETF Stock 464287507 27,292 569 2.13 7,729 9.72 0.1510
2021-10-06 2021-09-30 13F ISHARES TR CORE SP MCP ETF Stock 464287507 26,723 958 3.72 7,044 1.75 0.1409
2021-07-13 2021-06-30 13F ISHARES TR CORE SP MCP ETF Stock 464287507 25,765 1,444 5.94 6,923 9.21 0.1433
2021-04-30 2021-03-31 13F ISHARES TR CORE SP MCP ETF Stock 464287507 24,321 -37,281 -60.52 6,339 -55.21 0.1234
2021-01-25 2020-12-31 13F ISHARES TR CORE SP MCP ETF Stock 464287507 61,602 -1,224 -1.95 14,152 21.57 0.5736
2020-10-29 2020-09-30 13F ISHARES TR CORE SP MCP ETF Stock 464287507 62,826 -773 -1.22 11,641 4.19 0.6949
2020-08-05 2020-06-30 13F ISHARES TR CORE SP MCP ETF Stock 464287507 63,599 5,677 9.80 11,173 32.05 0.8855
2020-05-12 2020-03-31 13F ISHARES TR CORE SP MCP ETF Stock 464287507 57,922 -6,736 -10.42 8,461 -36.40 0.8538
2020-01-17 2019-12-31 13F ISHARES TR CORE S&P MCP ETF Stock 464287507 64,658 -18,874 -22.59 13,303 -17.02 0.9999
2019-11-07 2019-09-30 13F ISHARES TR CORE S&P MCP ETF Stock 464287507 83,532 2,484 3.06 16,032 4.41 1.0741
2019-05-15 2019-03-31 13F ISHARES CORE S&P MIDCAP ETF ETF 464287507 81,048 -60,179 -42.61 15,355 -33.83 2.0964
2019-06-03 2018-12-31 13F/A-10 ISHARES CORE S&P MID CAP ETF ETF 464287507 141,227 -89,669 -38.84 23,205 -50.07 1.4144
2019-01-23 2018-12-31 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 141,227 -89,669 23,205 1.4144
2019-06-03 2018-09-30 13F/A-9 ISHARES CORE S&P MID CAP ETF ETF 464287507 230,896 -1,246 -0.54 46,477 2.79 1.8943
2018-10-25 2018-09-30 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 230,896 -1,246 46,477 1.8943
2019-06-03 2018-06-30 13F/A-8 ISHARES CORE S&P MID CAP ETF ETF 464287507 232,142 10,533 4.75 45,217 7.51 1.9015
2018-08-07 2018-06-30 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 232,142 4,074 45,217
2019-06-03 2018-03-31 13F/A-7 ISHARES S&P MIDCAP FUND ETF 464287507 221,609 0 0.00 42,057 0.00 1.9064
2018-05-09 2018-03-31 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 228,068 6,459 42,779
2019-06-03 2017-12-31 13F/A-6 ISHARES S&P MIDCAP FUND ETF 464287507 221,609 5,880 2.73 42,057 8.97 1.9064
2018-01-24 2017-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 221,609 5,880 42,057
2017-10-30 2017-09-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 215,729 -17,343 -7.44 38,594 -4.81 1.5325
2019-06-03 2017-06-30 13F/A-5 ISHARES S&P MIDCAP FUND ETF 464287507 233,072 29,956 14.75 40,543 16.58 1.7186
2017-07-31 2017-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 233,072 29,956 40,543
2019-06-03 2017-03-31 13F/A-4 ISHARES S&P MIDCAP FUND ETF 464287507 203,116 63,785 45.78 34,777 50.96 1.5146
2017-04-26 2017-03-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 203,116 63,785 34,777
2019-06-03 2016-12-31 13F/A-3 ISHARES S&P MIDCAP FUND ETF 464287507 139,331 28,702 25.94 23,037 34.60 1.1116
2017-02-14 2016-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 139,331 28,702 23,037
2016-11-04 2016-09-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 110,629 16,918 18.05 17,115 22.25 0.8899
2019-06-03 2016-06-30 13F/A-2 ISHARES S&P MIDCAP FUND ETF 464287507 93,711 12,663 15.62 14,000 -8.82 0.7817
2016-08-22 2016-06-30 13F ISHARES S&P MIDCAP FUND ETF 464287507 93,711 12,663 14,000
2019-06-03 2016-03-31 13F/A-1 ISHARES CORE S&P MIDCAP ETF ETF 464287507 81,048 15,970 24.54 15,355 69.35 2.0964
2016-05-02 2016-03-31 13F ISHARES CORE S&P MID-CAP ETF 464287507 84,947 19,869 12,249
2016-02-11 2015-12-31 13F ISHARES S&P MIDCAP FUND ETF 464287507 65,078 65,078 9,067 0.6086
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.