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

SecurityIJH / iShares Trust - iShares Core S&P Mid-Cap ETF
InstitutionPlancorp, LLC
Latest Disclosed Ownership10,100 shares
Latest Disclosed Value $ 711,543
Plancorp, LLC reports 34.45% decrease in ownership of IJH / iShares Trust - iShares Core S&P Mid-Cap ETF

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 10,100 shares of iShares Trust - iShares Core S&P Mid-Cap ETF (US:IJH) valued at $682,053 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 15,408 shares of iShares Trust - iShares Core S&P Mid-Cap ETF. This represents a change in shares of -34.45% during the quarter. The current value of the position is $746,895 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)
2026-04-14 2026-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 10,100 -5,308 -34.45 712 -30.02 0.0202
2026-02-05 2025-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 15,408 3 0.02 1,017 1.09 0.0307
2025-10-15 2025-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 15,405 -553 -3.47 1,005 1.62 0.0315
2025-07-16 2025-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 15,958 4,834 43.46 990 52.39 0.0343
2025-05-15 2025-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 11,124 -496 -4.27 649 -10.36 0.0257
2025-02-11 2024-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 11,620 -296 -2.48 724 -2.43 0.0297
2024-11-12 2024-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 11,916 -609 -4.86 743 1.37 0.0303
2024-08-09 2024-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 12,525 302 2.47 733 -1.35 0.0318
2024-05-15 2024-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 12,223 9,789 402.18 742 10.09 0.0322
2024-02-09 2023-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 0 0.00 674 11.22 0.0323
2023-11-08 2023-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 0 0.00 607 -4.72 0.0325
2023-07-26 2023-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 0 0.00 636 4.61 0.0343
2023-05-11 2023-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 0 0.00 609 3.40 0.0342
2023-02-14 2022-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 0 0.00 589 10.11 0.0347
2022-11-10 2022-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,434 105 4.51 534 1.33 0.0356
2022-08-04 2022-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,329 239 11.44 527 -6.06 0.0332
2022-05-13 2022-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,090 -16 -0.76 561 -5.87 0.0365
2022-02-11 2021-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 2,106 0 0.00 596 7.58 0.0378
2021-11-15 2021-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,106 63 3.08 554 0.91 0.0383
2021-08-13 2021-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 2,043 216 11.82 549 15.34 0.0431
2021-05-14 2021-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 1,827 0 0.00 476 13.33 0.1049
2021-02-09 2020-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 1,827 0 0.00 420 23.89 0.1035
2020-11-16 2020-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 1,827 -80 -4.20 339 0.00 0.1029
2020-08-11 2020-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 1,907 -28 -1.45 339 21.94 0.1021
2020-05-14 2020-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 1,935 -3,338 -63.30 278 -74.38 0.1076
2020-02-03 2019-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,273 24 0.46 1,085 7.00 0.3324
2019-11-12 2019-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 1,014 -0.59 0.3869
2019-08-13 2019-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 1,020 2.62 0.4039
2019-05-14 2019-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 994 13.99 0.3765
2019-02-14 2018-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 872 -17.50 0.3957
2018-11-13 2018-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 1,057 3.42 0.4161
2018-08-14 2018-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 1,022 3.97 0.4083
2018-04-16 2018-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 0 0.00 983 -1.31 0.3142
2018-01-19 2017-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,249 -146 -2.71 996 3.32 0.3249
2017-10-11 2017-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,395 0 0.00 964 2.77 0.2848
2017-07-25 2017-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 5,395 0 0.00 938 1.52 0.2787
2017-05-12 2017-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 5,395 421 8.46 924 12.27 0.2697
2017-02-14 2016-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 4,974 4,974 0.00 823 0.2344
2016-05-16 2016-03-31 13F ISHARES TR CORE S&P MCP ETF 464287507 0 -3,025 -100.00 0 -100.00
2016-02-09 2015-12-31 13F ISHARES TR CORE S&P MCP ETF 464287507 3,025 0 0.00 421 1.94 0.5030
2015-11-13 2015-09-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,025 0 0.00 413 -9.03 0.3743
2015-08-14 2015-06-30 13F ISHARES TR CORE S&P MCP ETF 464287507 3,025 3,025 454 0.4213
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.