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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionPatten Group, Inc.
Latest Disclosed Ownership36,543 shares
Latest Disclosed Value $ 2,467,749
Patten Group, Inc. reports 0.45% decrease in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On April 24, 2026 - Patten Group, Inc. filed a 13F-HR form disclosing ownership of 36,543 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $2,467,749 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 36,707 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of -0.45% during the quarter. The current value of the position is $2,757,535 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)
2026-04-24 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 36,543 -164 -0.45 2,468 1.86 0.4290
2026-01-23 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 36,707 -3,661 -9.07 2,423 -8.05 0.4481
2025-11-10 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 40,368 -4,152 -9.33 2,634 -4.60 0.5128
2025-07-30 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 44,520 -2,948 -6.21 2,761 -0.29 0.5833
2025-05-14 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 47,468 -1,326 -2.72 2,770 -8.91 0.6346
2025-02-06 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 48,794 1,514 3.20 3,040 3.19 0.6729
2024-10-08 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 47,280 221 0.47 2,946 7.01 0.6544
2024-07-25 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 47,059 -131 -0.28 2,754 -3.94 0.6497
2024-04-17 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 47,190 37,512 387.60 2,866 6.86 0.7054
2024-01-10 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 9,678 -157 -1.60 2,682 9.38 0.7280
2023-10-12 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 9,835 -111 -1.12 2,452 -5.69 0.7327
2023-07-26 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 9,946 -11 -0.11 2,601 4.42 0.3854
2023-04-06 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 9,957 -41 -0.41 2,491 2.98 0.7477
2023-02-10 2022-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 9,998 -210 -2.06 2,418 4.95 0.7596
2022-10-13 2022-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 10,208 -313 -2.98 2,304 -5.69 0.7914
2022-07-18 2022-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 10,521 -241 -2.24 2,443 -15.41 0.7827
2022-04-28 2022-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 10,762 -193 -1.76 2,888 -6.87 0.8102
2022-01-20 2021-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 10,955 -126 -1.14 3,101 6.38 0.8209
2021-11-15 2021-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 11,081 -644 -5.49 2,915 -7.49 0.8570
2021-08-03 2021-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 11,725 288 2.52 3,151 5.84 0.9259
2021-04-23 2021-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 11,437 32 0.28 2,977 13.58 0.9534
2021-02-02 2020-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 11,405 -122 -1.06 2,621 22.71 0.7075
2020-10-19 2020-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 11,527 -10 -0.09 2,136 4.09 0.8334
2020-07-20 2020-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 11,537 -435 -3.63 2,052 19.16 0.8829
2020-04-16 2020-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 11,972 -1,762 -12.83 1,722 -39.09 0.8905
2020-01-14 2019-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 13,734 -1,398 -9.24 2,827 -3.32 1.0539
2019-10-22 2019-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 15,132 -1,056 -6.52 2,924 -7.03 1.1883
2019-07-11 2019-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 16,188 365 2.31 3,145 4.94 1.2861
2019-05-14 2019-03-31 13F ISHARES TR ETF 464287507 15,823 816 5.44 2,997 20.26 1.2900
2019-02-12 2018-12-31 13F iShares Core S&P Mid-Cap EF 464287507 15,007 637 4.43 2,492 -13.86 1.1817
2018-11-14 2018-09-30 13F iShares Core S&P Mid-Cap EF 464287507 14,370 40 0.28 2,893 3.65 1.1032
2018-08-13 2018-06-30 13F iShares Core S&P Mid-Cap EF 464287507 14,330 182 1.29 2,791 5.16 1.1182
2018-05-11 2018-03-31 13F iShares Core S&P Mid-Cap EF 464287507 14,148 -198 -1.38 2,654 -2.53 1.0889
2018-02-02 2017-12-31 13F iShares Core S&P Mid-Cap EF 464287507 14,346 -231 -1.58 2,723 4.41 1.0786
2017-12-12 2017-09-30 13F/A-1 iShares Core S&P Mid-Cap EF 464287507 14,577 -276 -1.86 2,608 0.54 1.0551
2017-11-14 2017-09-30 13F iShares Core S&P Mid-Cap EF 464287507 343,247 328,394 2,608 1,055,046.0571
2017-08-14 2017-06-30 13F iShares Core S&P Mid-Cap EF 464287507 14,853 1,490 11.15 2,594 14.17 1.0514
2017-05-30 2017-03-31 13F iShares Core S&P Mid-Cap EF 464287507 13,363 -221 -1.63 2,272 -1.05 0.9860
2017-02-10 2016-12-31 13F iShares Core S&P Mid Cap EF 464287507 13,584 -341 -2.45 2,296 8.71 1.0303
2016-11-14 2016-09-30 13F Ishares Core S&P Mid Cap Etf EF 464287507 13,925 -432 -3.01 2,113 -1.49 0.9917
2016-08-15 2016-06-30 13F Ishares Core S&P Mid Cap Etf EF 464287507 14,357 215 1.52 2,145 5.15 1.0037
2016-05-13 2016-03-31 13F iShares Core S&P Mid-Cap EF 464287507 14,142 85 0.60 2,039 4.14 0.9676
2016-02-17 2015-12-31 13F iShares Core S&P Mid-Cap EF 464287507 14,057 55 0.39 1,958 3.87 0.9416
2015-11-16 2015-09-30 13F iShares Core S&P Mid-Cap EF 464287507 14,002 -5 -0.04 1,885 -10.24 0.9707
2015-08-24 2015-06-30 13F iShares Core S&P Mid-Cap EF 464287507 14,007 255 1.85 2,101 0.53 0.9978
2015-05-06 2015-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 13,752 -154 -1.11 2,089 3.72 1.0697
2015-02-18 2014-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 13,906 13,906 2,014 0.9781
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.