iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
US ˙ ARCA ˙ US4642876068

SecurityIJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
InstitutionCerity Partners LLC
Latest Disclosed Ownership530,687 shares
Latest Disclosed Value $ 53,397,357
Cerity Partners LLC reports 5.97% increase in ownership of IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 530,687 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF (US:IJK) valued at $53,397,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 500,799 shares of iShares Trust - iShares S&P Mid-Cap 400 Growth ETF. This represents a change in shares of 5.97% during the quarter. The current value of the position is $61,124,529 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)
2026-05-15 2026-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 530,687 29,888 5.97 53,397 10.06 0.0375
2026-02-11 2025-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 500,799 1,925 0.39 48,518 1.43 0.0707
2025-10-22 2025-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 498,874 -32,493 -6.11 47,837 -1.05 0.0776
2025-08-13 2025-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 531,367 71 0.01 48,344 9.26 0.0862
2025-04-30 2025-03-31 13F ISHARES TR ETF 464287606 531,296 22,925 4.51 44,246 -4.28 0.0896
2025-02-13 2024-12-31 13F ISHARES TR ETF 464287606 508,371 13,322 2.69 46,226 1.58 0.1003
2024-11-12 2024-09-30 13F ISHARES TR ETF 464287606 495,049 40,698 8.96 45,510 13.68 0.1008
2024-08-13 2024-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 454,351 -422 -0.09 40,033 -3.53 0.1054
2024-05-14 2024-03-31 13F ISHARES TR ETF 464287606 454,773 3,930 0.87 41,498 16.19 0.1096
2024-01-26 2023-12-31 13F ISHARES TR ETF 464287606 450,843 38,719 9.39 35,716 19.54 0.1173
2023-11-14 2023-09-30 13F ISHARES TR EX TRD EQ FD 464287606 412,124 13,433 3.37 29,877 -0.08 0.1453
2023-08-14 2023-06-30 13F ISHARES TR ETF 464287606 398,691 385,716 2,972.76 29,902 3,139.54 0.1164
2023-05-11 2023-03-31 13F ISHARES TR EX TRD EQ FD 464287606 12,975 69 0.53 924 4.89 0.0022
2023-02-15 2022-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 12,906 3,770 41.27 881 52.78 0.0056
2022-11-14 2022-09-30 13F ISHARES TR ETF 464287606 9,136 -191 -2.05 576 -3.03 0.0069
2022-08-10 2022-06-30 13F ISHARES TR EX TRD EQ FD 464287606 9,327 490 5.54 594 -13.03 0.0066
2022-04-25 2022-03-31 13F ISHARES TR ETF 464287606 8,837 -2,433 -21.59 683 -28.93 0.0106
2022-02-14 2021-12-31 13F ISHARES TR Stock 464287606 11,270 2,120 23.17 961 32.55 0.0146
2021-10-25 2021-09-30 13F iShares S&P Mid Cap 400 GRWTH ETF ETF 464287606 9,150 -1,183 -11.45 725 -13.28 0.0160
2021-08-11 2021-06-30 13F ISHARES TR ETF 464287606 10,333 -619 -5.65 836 -2.56 0.0183
2021-08-11 2021-03-31 13F/A-1 ISHARES TR ETF 464287606 10,952 -393 -3.46 858 4.76 0.0204
2021-05-12 2021-03-31 13F ISHARES TR ETF 464287606 10,952 -393 858 0.0254
2021-02-11 2020-12-31 13F ISHARES TR ETF 464287606 11,345 8,479 295.85 819 19.56 0.0263
2020-11-12 2020-09-30 13F ISHARES TR COM 464287606 2,866 27 0.95 685 7.70 0.0282
2020-08-17 2020-06-30 13F/A-1 ISHARES TR S&P MC 400GR ETF 464287606 2,839 0 0.00 636 25.44 0.0351
2020-08-14 2020-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 2,839 0 636 35,076.9210
2020-05-14 2020-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 2,839 -25 -0.87 507 -25.66 0.0319
2020-02-14 2019-12-31 13F ISHARES TR S&P MC 400GR ETF 464287606 2,864 -5 -0.17 682 6.07 0.0348
2019-10-30 2019-09-30 13F ISHARES TR S&P MC 400GR ETF 464287606 2,869 1,417 97.59 643 96.04 0.0377
2019-08-14 2019-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 1,452 1,452 328 0.0207
2017-08-10 2017-06-30 13F ISHARES TR S&P MC 400GR ETF 464287606 0 -1,136 -100.00 0 -100.00
2017-05-02 2017-03-31 13F ISHARES TR S&P MC 400GR ETF 464287606 1,136 1,136 217 0.0181
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.