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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionWhittier Trust Co
Latest Disclosed Ownership1,821,978 shares
Latest Disclosed Value $ 124,732,595
Whittier Trust Co reports 0.09% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 1,821,978 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $123,038,174 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,820,410 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 0.09% during the quarter. The current value of the position is $134,735,273 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)
2026-04-28 2026-03-31 13F I SHARES S&P MID 400 common 464287507 1,821,978 1,568 0.09 124,733 -0.35 0.7363
2026-01-26 2025-12-31 13F I SHARES S&P MID 400 common 464287507 1,820,410 8,776 0.48 125,171 5.05 1.3555
2025-10-31 2025-09-30 13F ISHARES TR common 464287507 1,811,634 41,190 2.33 119,151 8.51 1.3562
2025-07-30 2025-06-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,770,444 31,560 1.81 109,803 8.24 1.3240
2025-05-02 2025-03-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,738,884 28,681 1.68 101,446 -4.80 1.4132
2025-02-11 2024-12-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,710,203 -5,346 -0.31 106,562 -0.31 1.4039
2024-10-21 2024-09-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,715,549 36,610 2.18 106,896 8.80 1.4306
2024-07-29 2024-06-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,678,939 59,439 3.67 98,251 -0.12 1.3938
2024-05-02 2024-03-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 1,619,500 1,304,909 414.80 98,368 12.83 1.4342
2024-01-11 2023-12-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 314,591 -56,207 -15.16 87,185 -5.70 1.4135
2023-10-27 2023-09-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 370,798 14,301 4.01 92,458 -0.81 1.6432
2023-07-24 2023-06-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 356,497 -71,702 -16.75 93,213 -12.98 1.6203
2023-04-21 2023-03-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 428,199 9,925 2.37 107,118 5.87 1.9501
2023-01-25 2022-12-31 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 418,274 59,261 16.51 101,176 28.53 1.9680
2022-10-21 2022-09-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 359,013 7,918 2.26 78,717 -0.90 1.6498
2022-07-28 2022-06-30 13F ISHARES S&P MIDCAP 400 INDEX ETF EQUITY 464287507 351,095 -963 -0.27 79,428 -15.92 1.6043
2022-04-29 2022-03-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 352,058 26,047 7.99 94,467 2.37 1.5931
2022-01-19 2021-12-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 326,011 13,312 4.26 92,284 12.18 1.4996
2021-11-01 2021-09-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 312,699 22,338 7.69 82,262 5.43 1.4979
2021-07-29 2021-06-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 290,361 15,848 5.77 78,026 9.21 1.3899
2021-04-26 2021-03-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 274,513 31,216 12.83 71,447 27.77 1.3877
2021-01-29 2020-12-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 243,297 4,970 2.09 55,917 26.61 1.1944
2020-10-30 2020-09-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 238,327 937 0.39 44,164 4.62 1.0515
2020-07-10 2020-06-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 237,390 -38,455 -13.94 42,213 6.38 1.1723
2020-04-27 2020-03-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 275,845 24,746 9.86 39,683 -23.22 1.2956
2020-01-31 2019-12-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 251,099 26,413 11.76 51,681 19.04 1.3559
2019-10-18 2019-09-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 224,686 17,991 8.70 43,416 8.13 1.2425
2019-07-23 2019-06-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 206,695 11,186 5.72 40,153 8.43 1.1791
2019-04-29 2019-03-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 195,509 72,963 59.54 37,030 81.97 1.1323
2019-02-07 2018-12-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 122,546 30,868 33.67 20,349 10.27 0.7001
2018-10-23 2018-09-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 91,678 21,261 30.19 18,453 34.54 0.5757
2018-07-27 2018-06-30 13F/A-1 ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 70,417 9,909 16.38 13,716 20.86 0.4531
2018-07-20 2018-06-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 19,570 -40,938 2,800
2018-05-01 2018-03-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 60,508 1,359 2.30 11,349 1.10 0.3813
2018-02-07 2017-12-31 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 59,149 10,663 21.99 11,225 29.41 0.3916
2017-10-23 2017-09-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 48,486 2,006 4.32 8,674 7.29 0.3161
2017-07-20 2017-06-30 13F ISHARES S&P MIDCAP 400 INDEX US MID-CAP EQUITIES 464287507 46,480 2,351 5.33 8,085 7.00 0.3126
2017-04-26 2017-03-31 13F ISHARES TR US SMALL AND MID-CAP EQUITIES 464287507 44,129 11,586 35.60 7,556 40.42 0.3048
2017-01-18 2016-12-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 32,543 6,903 26.92 5,381 35.64 0.2289
2016-11-10 2016-09-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 25,640 39 0.15 3,967 3.71 0.1728
2016-07-28 2016-06-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 25,601 546 2.18 3,825 5.87 0.1685
2016-04-28 2016-03-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 25,055 940 3.90 3,613 7.53 0.1598
2016-02-10 2015-12-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 24,115 -674 -2.72 3,360 -0.77 0.1525
2015-11-12 2015-09-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 24,789 26 0.10 3,386 -8.83 0.1647
2015-08-13 2015-06-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 24,763 34 0.14 3,714 -1.17 0.1649
2015-05-05 2015-03-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 24,729 24,729 0.00 3,758 0.1722
2015-02-04 2014-12-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 0 -19,726 -100.00 0 -100.00
2014-11-07 2014-09-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 19,726 156 0.80 2,697 -3.68 0.1314
2014-08-04 2014-06-30 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 19,570 -1,036 -5.03 2,800 -1.16 0.1381
2014-05-01 2014-03-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 20,606 -318 -1.52 2,833 1.18 0.1452
2014-02-05 2013-12-31 13F ISHARES S&P MIDCAP 400 INDEX US SMALL AND MID-CAP EQUITIES 464287507 20,924 109 0.52 2,800 8.36 0.1436
2013-11-18 2013-09-30 13F ISHARES S&P MIDCAP 400 INDEX 464287507 20,815 -405 -1.91 2,584 5.43 0.1398
2013-08-14 2013-06-30 13F ISHARES S&P MIDCAP 400 INDEX 464287507 21,220 21,220 2,451 0.1373
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.