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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionMoors & Cabot, Inc.
Latest Disclosed Ownership40,775 shares
Latest Disclosed Value $ 2,753,523
Moors & Cabot, Inc. reports 7.66% increase in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 8, 2026 - Moors & Cabot, Inc. filed a 13F-HR form disclosing ownership of 40,775 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $2,753,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 37,875 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of 7.66% during the quarter. The current value of the position is $3,015,311 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)
2026-05-08 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 40,775 2,900 7.66 2,754 10.16 0.1179
2026-02-10 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 37,875 7,175 23.37 2,500 24.76 0.1070
2025-11-14 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 30,700 -369 -1.19 2,003 4.00 0.0874
2025-08-06 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 31,069 -365 -1.16 1,927 5.02 0.0895
2025-05-08 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 31,434 -6,570 -17.29 1,834 -22.55 0.0931
2025-02-07 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 38,004 4,624 13.85 2,368 13.85 0.1126
2024-11-08 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 33,380 725 2.22 2,080 8.90 0.1033
2024-08-09 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 32,655 3,901 13.57 1,911 9.39 0.1018
2024-05-08 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 28,754 23,795 479.83 1,747 27.07 0.0947
2024-02-14 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,959 1,168 30.81 1,374 45.40 0.0856
2023-11-08 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,791 15 0.40 945 -4.26 0.0641
2023-08-10 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,776 -580 -13.31 987 -9.37 0.0656
2023-05-05 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,356 21 0.48 1,090 3.91 0.0749
2023-02-10 2022-12-31 13F/A-1 ISHARES TR CORE S&P MCP ETF 464287507 4,335 -25 -0.57 1,049 9.62 0.0731
2023-02-07 2022-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,333 -27 1,227 0.0817
2022-11-08 2022-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,360 -28 -0.64 956 -3.73 0.0729
2022-08-08 2022-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,388 3 0.07 993 -15.63 0.0714
2022-05-13 2022-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,385 52 1.20 1,177 -4.07 0.0724
2022-02-14 2021-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,333 -31 -0.71 1,227 6.70 0.0755
2021-12-08 2021-09-30 13F/A-1 ISHARES TR CORE S&P MCP ETF 464287507 4,364 -44 -1.00 1,150 -2.95 0.0723
2021-11-05 2021-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 10,000 5,592 13 0.0010
2021-08-10 2021-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,408 5 0.11 1,185 2.95 0.0831
2021-05-12 2021-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,403 337 8.29 1,151 22.97 0.0881
2021-02-11 2020-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,066 -745 -15.49 936 4.93 0.0787
2020-11-09 2020-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,811 -3,269 -40.46 892 -37.67 0.0839
2020-08-13 2020-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 8,080 -736 -8.35 1,431 12.68 0.1524
2020-05-12 2020-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 8,816 40 0.46 1,270 -29.60 0.1845
2020-01-28 2019-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 8,776 -262 -2.90 1,804 3.14 0.1811
2019-10-22 2019-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 9,038 502 5.88 1,749 5.49 0.1927
2019-07-18 2019-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 8,536 310 3.77 1,658 6.21 0.2101
2019-05-06 2019-03-31 13F/A-1 ISHARES TR CORE S&P MCP ETF 464287507 8,226 89 1.09 1,561 15.97 0.2123
2019-05-01 2019-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 16,452 8,315 3,122
2019-02-13 2018-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 8,137 149 1.87 1,346 -16.03 0.2114
2018-11-14 2018-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 7,988 320 4.17 1,603 6.87 0.1958
2018-08-14 2018-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 7,668 -650 -7.81 1,500 -3.85 0.2021
2018-05-18 2018-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 8,318 336 4.21 1,560 2.77 0.2062
2018-02-13 2017-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 7,982 242 3.13 1,518 9.29 0.2011
2017-11-16 2017-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 7,740 -60 -0.77 1,389 2.58 0.2009
2017-08-15 2017-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 7,800 988 14.50 1,354 16.22 0.2250
2017-05-15 2017-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 6,812 -483 -6.62 1,165 -3.56 0.1965
2017-02-13 2016-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 7,295 1,506 26.01 1,208 34.82 0.1988
2016-11-14 2016-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,789 88 1.54 896 5.54 0.1498
2016-08-08 2016-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,701 1,044 22.42 849 26.34 0.1492
2016-05-10 2016-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,657 5 0.11 672 3.54 0.1213
2016-02-09 2015-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,652 74 1.62 649 4.01 0.1188
2015-11-17 2015-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,578 -209 -4.37 624 -13.09 0.1153
2015-08-17 2015-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 4,787 227 4.98 718 3.91 0.1168
2015-05-14 2015-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,560 -457 -9.11 691 -4.95 0.1153
2015-02-17 2014-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,017 -95 -1.86 727 4.30 0.1232
2014-11-12 2014-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,112 -863 -14.44 697 -18.48 0.1186
2014-08-11 2014-06-30 13F ISHARES CORE S&P MCP ETF 464287507 5,975 2,668 80.68 855 87.91 0.1441
2014-05-08 2014-03-31 13F ISHARES CORE S&P MCP ETF 464287507 3,307 3,307 455 0.1151
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.