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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionAdvisor OS, LLC
Latest Disclosed Ownership7,478 shares
Latest Disclosed Value $ 504,935
Advisor OS, LLC reports 14.31% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 7, 2026 - Advisor OS, LLC filed a 13F-HR form disclosing ownership of 7,478 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $504,989 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,542 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 14.31% during the quarter. The current value of the position is $552,998 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)
2026-05-07 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 7,478 936 14.31 505 16.94 0.0142
2026-02-04 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 6,542 409 6.67 432 7.75 0.0127
2025-11-12 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 6,133 692 12.72 400 18.69 0.0345
2025-08-14 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,441 541 11.04 337 18.25 0.0332
2025-05-06 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,900 37 0.76 286 -5.94 0.0325
2025-02-05 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,863 327 7.21 303 7.45 0.0351
2024-11-04 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,536 -1,187 -20.74 283 -15.57 0.0281
2024-08-05 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,723 -1,034 -15.30 335 -18.54 0.0367
2024-05-09 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 6,757 5,505 439.70 410 18.50 0.0472
2024-02-08 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 1,252 1,252 347 0.0451
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.