iShares Trust - iShares Core S&P Small-Cap ETF
US ˙ ARCA ˙ US4642878049

SecurityIJR / iShares Trust - iShares Core S&P Small-Cap ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership106,859 shares
Latest Disclosed Value $ 13,283,642
IFP Advisors, Inc reports 2.78% increase in ownership of IJR / iShares Trust - iShares Core S&P Small-Cap ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 106,859 shares of iShares Trust - iShares Core S&P Small-Cap ETF (US:IJR) valued at $13,283,642 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 103,971 shares of iShares Trust - iShares Core S&P Small-Cap ETF. This represents a change in shares of 2.78% during the quarter. The current value of the position is $14,794,629 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 464287804 106,859 2,888 2.78 13,284 6.31 0.2754
2026-02-06 2025-12-31 13F ISHARES TR cs 464287804 103,971 13,713 15.19 12,495 16.50 0.2805
2026-02-06 2025-09-30 13F/A-1 ISHARES TR CORE S&P SCP ETF cs 464287804 90,258 1,423 1.60 10,725 10.48 0.2785
2025-12-02 2025-09-30 13F ISHARES TR CORE S&P SCP ETF cs 464287804 90,304 1,469 10,731 0.2767
2025-07-24 2025-06-30 13F I cs 464287804 88,835 -1,469 -1.63 9,709 2.81 0.2761
2025-05-05 2025-03-31 13F ISHARES TR cs 464287804 90,304 8,066 9.81 9,443 -0.33 0.2912
2025-02-04 2024-12-31 13F ISHARES TR cs 464287804 82,238 3,556 4.52 9,475 2.96 0.3103
2025-02-04 2024-09-30 13F ISHARES TR cs 464287804 78,682 4,958 6.73 9,202 17.03 0.3317
2024-07-30 2024-06-30 13F ISHARES TR cs 464287804 73,724 14,693 24.89 7,863 20.54 0.3120
2024-07-30 2024-03-31 13F ISHARES TR cs 464287804 59,031 15,733 36.34 6,524 39.20 0.2861
2024-01-09 2023-12-31 13F ISHARES TR cs 464287804 43,298 -20,602 -32.24 4,687 -22.25 0.2212
2023-10-12 2023-09-30 13F ISHARES TR cs 464287804 63,900 3,820 6.36 6,028 0.68 0.2710
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287804 60,080 -21,132 -26.02 5,987 -11.62 0.2504
2023-08-04 2023-06-30 13F ISHARES TR cs 464287804 60,080 -21,132 5,011 0.2319
2023-04-18 2023-03-31 13F ISHARES TR cs 464287804 81,212 -61,691 -43.17 6,774 56,341.67 0.2948
2023-02-07 2022-12-31 13F ISHARES TR cs 464287804 142,903 -69,359 -32.68 12 -99.93 0.3218
2022-11-08 2022-09-30 13F ISHARES TR cs 464287804 212,262 39,912 23.16 18,011 23.15 0.4694
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287804 172,350 0 0.00 14,625 0.00 0.4690
2022-08-12 2022-06-30 13F ISHARES TR CORE SP SCP ETF Stock 464287804 6,121 -166,229 512 0.9166
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287804 172,350 88,707 106.05 14,625 52.14 0.4690
2022-08-08 2022-03-31 13F ISHARES TR CORE SP SCP ETF Stock 464287804 129,659 46,016 11,010 0.2248
2022-01-12 2021-12-31 13F ISHARES TR CORE SP SCP ETF Stock 464287804 83,643 4,572 5.78 9,613 11.02 0.1878
2021-10-06 2021-09-30 13F ISHARES TR CORE SP SCP ETF Stock 464287804 79,071 3,924 5.22 8,659 2.06 0.1732
2021-07-13 2021-06-30 13F ISHARES TR CORE SP SCP ETF Stock 464287804 75,147 -31,118 -29.28 8,484 -26.41 0.1756
2021-04-30 2021-03-31 13F ISHARES TR CORE SP SCP ETF Stock 464287804 106,265 -18,450 -14.79 11,528 0.60 0.2243
2021-01-25 2020-12-31 13F ISHARES TR CORE SP SCP ETF Stock 464287804 124,715 27,752 28.62 11,459 68.37 0.4644
2020-10-29 2020-09-30 13F ISHARES TR CORE SP SCP ETF Stock 464287804 96,963 20,133 26.20 6,806 31.44 0.4063
2020-08-05 2020-06-30 13F ISHARES TR CORE SP SCP ETF Stock 464287804 76,830 1,974 2.64 5,178 20.76 0.4104
2020-05-12 2020-03-31 13F ISHARES TR CORE SP SCP ETF Stock 464287804 74,856 1,605 2.19 4,288 -30.16 0.4327
2020-01-17 2019-12-31 13F ISHARES TR CORE S&P SCP ETF Stock 464287804 73,251 -46,067 -38.61 6,140 -33.96 0.4615
2019-11-07 2019-09-30 13F ISHARES TR CORE S&P SCP ETF Stock 464287804 119,318 -23,942 -16.71 9,298 -15.93 0.6229
2019-05-15 2019-03-31 13F ISHARES CORE S&PSMALL CAP ETF ETF 464287804 143,260 -108,225 -43.03 11,060 -36.17 1.5100
2019-06-03 2018-12-31 13F/A-10 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 251,485 -90,432 -26.45 17,327 -41.91 1.0561
2019-01-23 2018-12-31 13F ISHARES S&P SMALLCAP 600 ETF ETF 464287804 251,485 -90,432 17,327 1.0561
2019-06-03 2018-09-30 13F/A-9 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 341,917 19,077 5.91 29,829 10.71 1.2158
2018-10-25 2018-09-30 13F ISHARES S&P SMALLCAP 600 ETF ETF 464287804 341,917 19,077 29,829 1.2158
2019-06-03 2018-06-30 13F/A-8 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 322,840 45,175 16.27 26,944 26.34 1.1331
2018-08-07 2018-06-30 13F ISHARES S&P SMALLCAP 600 ETF ETF 464287804 322,840 22,975 26,944
2019-06-03 2018-03-31 13F/A-7 ISHARES S&P SMALL-CAP FUND ETF 464287804 277,665 0 0.00 21,327 0.00 0.9667
2018-05-09 2018-03-31 13F ISHARES S&P SMALLCAP 600 ETF ETF 464287804 299,865 22,200 23,093
2019-06-03 2017-12-31 13F/A-6 ISHARES S&P SMALL-CAP FUND ETF 464287804 277,665 21,024 8.19 21,327 11.96 0.9667
2018-01-24 2017-12-31 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 277,665 21,024 21,327
2017-10-30 2017-09-30 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 256,641 8,002 3.22 19,048 9.27 0.7564
2019-06-03 2017-06-30 13F/A-5 ISHARES S&P SMALL-CAP FUND ETF 464287804 248,639 42,618 20.69 17,432 22.35 0.7390
2017-07-31 2017-06-30 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 248,639 42,618 17,432
2019-06-03 2017-03-31 13F/A-4 ISHARES S&P SMALL-CAP FUND ETF 464287804 206,021 115,998 128.85 14,248 15.09 0.6205
2017-04-26 2017-03-31 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 206,021 115,998 14,248
2019-06-03 2016-12-31 13F/A-3 ISHARES S&P SMALL-CAP FUND ETF 464287804 90,023 26,812 42.42 12,380 57.75 0.5974
2017-02-14 2016-12-31 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 90,023 26,812 12,380
2016-11-04 2016-09-30 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 63,211 13,813 27.96 7,848 36.70 0.4081
2019-06-03 2016-06-30 13F/A-2 ISHARES S&P SMALL-CAP FUND ETF 464287804 49,398 -93,862 -65.52 5,741 -48.09 0.3205
2016-08-22 2016-06-30 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 49,398 -93,862 5,741
2019-06-03 2016-03-31 13F/A-1 ISHARES CORE S&PSMALL CAP ETF ETF 464287804 143,260 97,750 214.79 11,060 120.71 1.5100
2016-05-02 2016-03-31 13F ISHARES CORE S&P SMALL-CAP ETF 464287804 48,824 3,314 5,496
2016-02-11 2015-12-31 13F ISHARES S&P SMALL-CAP FUND ETF 464287804 45,510 45,510 5,011 0.3364
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.