iShares Trust - iShares S&P Mid-Cap 400 Value ETF
US ˙ ARCA ˙ US4642877058

SecurityIJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership54,282 shares
Latest Disclosed Value $ 7,192,365
IFP Advisors, Inc reports 0.06% increase in ownership of IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 54,282 shares of iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) valued at $7,192,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 54,249 shares of iShares Trust - iShares S&P Mid-Cap 400 Value ETF. This represents a change in shares of 0.06% during the quarter. The current value of the position is $7,704,787 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 464287705 54,282 33 0.06 7,192 0.76 0.1491
2026-02-06 2025-12-31 13F ISHARES TR cs 464287705 54,249 1,672 3.18 7,139 4.66 0.1603
2026-02-06 2025-09-30 13F/A-1 ISHARES TR S&P MC 400VL ETF cs 464287705 52,577 -24,955 -32.19 6,820 -28.82 0.1771
2025-12-02 2025-09-30 13F ISHARES TR S&P MC 400VL ETF cs 464287705 52,583 -24,949 6,821 0.1759
2025-07-24 2025-06-30 13F I cs 464287705 77,532 43,496 127.79 9,581 135.12 0.2724
2025-05-05 2025-03-31 13F ISHARES TR cs 464287705 34,036 1,441 4.42 4,075 0.05 0.1257
2025-02-04 2024-12-31 13F ISHARES TR cs 464287705 32,595 215 0.66 4,073 1.77 0.1334
2025-02-04 2024-09-30 13F ISHARES TR cs 464287705 32,380 275 0.86 4,003 9.88 0.1443
2024-07-30 2024-06-30 13F ISHARES TR cs 464287705 32,105 -21,578 -40.20 3,643 -42.65 0.1446
2024-07-30 2024-03-31 13F ISHARES TR cs 464287705 53,683 -237 -0.44 6,350 3.27 0.2785
2024-01-09 2023-12-31 13F ISHARES TR cs 464287705 53,920 51,058 1,784.00 6,149 2,035.07 0.2903
2023-10-12 2023-09-30 13F ISHARES TR cs 464287705 2,862 -1,457 -33.73 289 -37.66 0.0130
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287705 4,319 -1,707 -28.33 463 -39.53 0.0193
2023-08-04 2023-06-30 13F ISHARES TR cs 464287705 4,319 -1,707 548 0.0253
2023-04-18 2023-03-31 13F ISHARES TR cs 464287705 6,026 -1,648 -21.48 764 0.0333
2023-02-07 2022-12-31 13F ISHARES TR cs 464287705 7,674 -1,405 -15.48 1 -100.00 0.0263
2022-11-08 2022-09-30 13F ISHARES TR cs 464287705 9,079 552 6.47 1,160 6.62 0.0302
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287705 8,527 0 0.00 1,088 0.00 0.0349
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287705 8,527 -50,619 -85.58 1,088 -83.42 0.0349
2022-08-08 2022-03-31 13F ISHARES TR SP MC 400VL ETF Stock 464287705 13,045 -46,101 1,663 0.0339
2022-01-12 2021-12-31 13F ISHARES TR SP MC 400VL ETF Stock 464287705 59,146 -13,444 -18.52 6,561 -12.85 0.1282
2021-10-06 2021-09-30 13F ISHARES TR SP MC 400VL ETF Stock 464287705 72,590 -33,895 -31.83 7,528 -32.80 0.1506
2021-07-13 2021-06-30 13F ISHARES TR SP MC 400VL ETF Stock 464287705 106,485 33,804 46.51 11,202 51.07 0.2318
2021-04-30 2021-03-31 13F ISHARES TR SP MC 400VL ETF Stock 464287705 72,681 59,966 471.62 7,415 575.32 0.1443
2021-01-25 2020-12-31 13F ISHARES TR SP MC 400VL ETF Stock 464287705 12,715 5,624 79.31 1,098 15.46 0.0445
2020-10-29 2020-09-30 13F ISHARES TR SP MC 400VL ETF Stock 464287705 7,091 657 10.21 951 12.68 0.0568
2020-08-05 2020-06-30 13F ISHARES TR SP MC 400VL ETF Stock 464287705 6,434 1,236 23.78 844 42.81 0.0669
2020-05-12 2020-03-31 13F ISHARES TR SP MC 400VL ETF Stock 464287705 5,198 -339 -6.12 591 -37.72 0.0596
2020-01-17 2019-12-31 13F ISHARES TR S&P MC 400VL ETF Stock 464287705 5,537 390 7.58 949 16.30 0.0713
2019-11-07 2019-09-30 13F ISHARES TR S&P MC 400VL ETF Stock 464287705 5,147 4,238 466.23 816 474.65 0.0547
2019-05-15 2019-03-31 13F ISHARES S&P MID CAP400 VALUE ETF ETF 464287705 909 -8,317 -90.15 142 -88.77 0.0194
2019-06-03 2018-12-31 13F/A-10 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 9,226 -14,633 -61.33 1,264 -68.34 0.0770
2019-01-23 2018-12-31 13F ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 9,226 -14,633 1,264 0.0770
2019-06-03 2018-09-30 13F/A-9 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 23,859 -4,656 -16.33 3,992 -13.59 0.1627
2018-10-25 2018-09-30 13F ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 23,859 -4,656 3,992 0.1627
2019-06-03 2018-06-30 13F/A-8 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 28,515 1,866 7.00 4,620 8.27 0.1943
2018-08-07 2018-06-30 13F ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 28,515 -52 4,620
2019-06-03 2018-03-31 13F/A-7 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 26,649 0 0.00 4,267 0.00 0.1934
2018-05-09 2018-03-31 13F ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 28,567 1,918 4,414
2019-06-03 2017-12-31 13F/A-6 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 26,649 -1,973 -6.89 4,267 -2.38 0.1934
2018-01-24 2017-12-31 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 26,649 -1,973 4,267
2017-10-30 2017-09-30 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 28,622 30 0.10 4,371 2.92 0.1736
2019-06-03 2017-06-30 13F/A-5 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 28,592 -13,721 -32.43 4,247 -32.38 0.1800
2017-07-31 2017-06-30 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 28,592 -13,721 4,247
2019-06-03 2017-03-31 13F/A-4 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 42,313 11,534 37.47 6,281 40.55 0.2736
2017-04-26 2017-03-31 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 42,313 11,534 6,281
2019-06-03 2016-12-31 13F/A-3 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 30,779 10,306 50.34 4,469 64.12 0.2157
2017-02-14 2016-12-31 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 30,779 10,306 4,469
2016-11-04 2016-09-30 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 20,473 -315 -1.52 2,723 2.29 0.1416
2019-06-03 2016-06-30 13F/A-2 ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 20,788 19,879 2,186.91 2,662 1,774.65 0.1486
2016-08-22 2016-06-30 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 20,788 19,879 2,662
2019-06-03 2016-03-31 13F/A-1 ISHARES S&P MID CAP400 VALUE ETF ETF 464287705 909 -19,761 -95.60 142 -94.14 0.0194
2016-05-02 2016-03-31 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 19,168 -1,502 2,378
2016-02-11 2015-12-31 13F ISHARES S&P MID-CAP 400 VALUE ETF ETF 464287705 20,670 20,670 2,423 0.1626
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.