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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionSigma Planning Corp
Latest Disclosed Ownership353,362 shares
Latest Disclosed Value $ 23,862,566
Sigma Planning Corp reports 2.46% decrease in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 353,362 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $23,862,536 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 362,261 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of -2.46% during the quarter. The current value of the position is $26,548,087 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)
2026-05-04 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 353,362 -8,899 -2.46 23,863 -0.22 0.6628
2026-01-30 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 362,261 11,233 3.20 23,915 4.40 0.6602
2025-11-10 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 351,028 -8,143 -2.27 22,908 2.84 0.6512
2025-08-05 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 359,171 -396 -0.11 22,276 6.17 0.6697
2025-05-02 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 359,567 -19,358 -5.11 20,981 -11.14 0.6691
2025-02-03 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 378,925 7,534 2.03 23,611 2.01 0.7414
2024-11-04 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 371,391 -65,705 -15.03 23,145 -9.51 0.7090
2024-08-06 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 437,096 11,559 2.72 25,579 -1.04 0.8105
2024-05-02 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 425,537 388,605 1,052.22 25,847 152.54 0.8123
2024-02-01 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 36,932 -50,535 -57.78 10,236 -53.07 0.8008
2023-11-06 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 87,467 -6,565 -6.98 21,810 -11.29 0.8175
2023-08-02 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 94,032 -6,194 -6.18 24,588 -1.93 0.8829
2023-05-08 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 100,226 -1,647 -1.62 25,073 1.74 0.8332
2023-01-24 2022-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 101,873 1,296 1.29 24,642 11.74 0.8810
2022-11-10 2022-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 100,577 4,500 4.68 22,053 1.46 0.8406
2022-08-11 2022-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 96,077 442 0.46 21,736 -15.30 0.7554
2022-04-20 2022-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 95,635 -4,490 -4.48 25,663 -9.46 0.7688
2022-02-02 2021-12-31 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 100,125 9,808 10.86 28,344 19.29 0.7900
2021-10-28 2021-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 90,317 5,043 5.91 23,760 3.68 0.7146
2021-08-13 2021-06-30 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 85,274 4,861 6.05 22,916 9.49 0.6830
2021-05-06 2021-03-31 13F ISHARES CORE S&P MID CAP ETF ETF 464287507 80,413 7,141 9.75 20,930 24.29 0.6686
2021-02-09 2020-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 73,272 1,286 1.79 16,840 26.24 0.5727
2020-11-03 2020-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 71,986 -75,828 -51.30 13,340 -49.25 0.5280
2020-07-31 2020-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 147,814 1,564 1.07 26,284 24.92 1.1537
2020-05-01 2020-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 146,250 -17,182 -10.51 21,040 -37.45 1.2492
2020-02-03 2019-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 163,432 4,259 2.68 33,638 9.37 1.4191
2019-11-01 2019-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 159,173 -4,110 -2.52 30,757 -3.03 1.4761
2019-08-01 2019-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 163,283 -26,913 -14.15 31,719 -11.95 1.6341
2019-05-01 2019-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 190,196 -28,102 -12.87 36,023 -0.63 2.0453
2019-01-31 2018-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 218,298 -13,016 -5.63 36,251 -22.14 2.6367
2018-11-07 2018-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 231,314 11,475 5.22 46,561 8.74 2.7373
2018-08-02 2018-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 219,839 24,521 12.55 42,820 16.88 2.8666
2018-05-11 2018-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 195,318 -963 -0.49 36,636 -1.65 2.6786
2018-02-07 2017-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 196,281 14,964 8.25 37,250 14.83 2.8695
2017-11-06 2017-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 181,317 29,157 19.16 32,438 22.56 2.6750
2017-08-02 2017-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 152,160 3,694 2.49 26,468 4.12 2.4870
2017-04-24 2017-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 148,466 -20,707 -12.24 25,420 -9.12 2.4616
2017-01-23 2016-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 169,173 18,743 12.46 27,971 20.19 3.0572
2016-11-07 2016-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 150,430 -4,641 -2.99 23,273 0.46 2.7592
2016-07-22 2016-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 155,071 43,683 39.22 23,166 44.24 3.0199
2016-04-18 2016-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 111,388 -18,309 -14.12 16,061 -11.11 2.1954
2016-01-20 2015-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 129,697 -4,156 -3.10 18,069 -1.19 2.5295
2015-11-02 2015-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 133,853 4,764 3.69 18,286 -5.55 2.8971
2015-07-14 2015-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 129,089 41,287 47.02 19,361 45.09 2.6726
2015-04-23 2015-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 87,802 29,297 50.08 13,344 57.51 1.7678
2015-02-13 2014-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 58,505 58,505 8,472 1.1200
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.