iShares Trust - iShares Morningstar 中型 ETF
US ˙ ARCA ˙ US4642882082

SecurityIMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership5,089 shares
Latest Disclosed Value $ 424,575
IFP Advisors, Inc reports 9.91% increase in ownership of IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 5,089 shares of iShares Trust - iShares Morningstar Mid-Cap ETF (US:IMCB) valued at $424,575 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,630 shares of iShares Trust - iShares Morningstar Mid-Cap ETF. This represents a change in shares of 9.91% during the quarter. The current value of the position is $484,972 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F ISHARES TR cs 464288208 5,089 459 9.91 425 10.70 0.0088
2026-02-06 2025-12-31 13F ISHARES TR cs 464288208 4,630 4,390 1,829.17 383 1,915.79 0.0086
2026-02-06 2025-09-30 13F/A-1 ISHARES TR MRGSTR MD CP ETF cs 464288208 240 0 0.00 20 0.00 0.0005
2025-12-02 2025-09-30 13F ISHARES TR MRGSTR MD CP ETF cs 464288208 240 0 20 0.0005
2025-07-24 2025-06-30 13F I cs 464288208 240 0 0.00 19 11.76 0.0005
2025-05-05 2025-03-31 13F ISHARES TR cs 464288208 240 0 0.00 18 -5.56 0.0005
2025-02-04 2024-12-31 13F ISHARES TR cs 464288208 240 240 18 0.0006
2024-01-09 2023-12-31 13F ISHARES TR cs 464288208 0 -216 -100.00 0 -100.00
2023-10-12 2023-09-30 13F ISHARES TR cs 464288208 216 0 0.00 13 -7.69 0.0006
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464288208 216 216 14 0.0006
2023-08-04 2023-06-30 13F ISHARES TR cs 464288208 216 216 40 0.0018
2023-04-18 2023-03-31 13F ISHARES TR cs 464288208 0 -502 -100.00 0 0.0000
2023-02-07 2022-12-31 13F ISHARES TR cs 464288208 502 -200 -28.49 0 -100.00 0.0025
2022-11-08 2022-09-30 13F ISHARES TR cs 464288208 702 286 68.75 130 68.83 0.0034
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464288208 416 0 0.00 77 0.00 0.0025
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464288208 416 416 77 0.0025
2022-08-08 2022-03-31 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 200 200 37 0.0008
2021-07-13 2021-06-30 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2021-04-30 2021-03-31 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2021-01-25 2020-12-31 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2020-10-29 2020-09-30 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2020-08-05 2020-06-30 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2020-05-12 2020-03-31 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2020-01-17 2019-12-31 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 0 0 0.0000
2019-11-07 2019-09-30 13F ISHARES TR MRGSTR MD CP ETF Stock 464288208 0 -139 -100.00 0 -100.00
2019-05-15 2019-03-31 13F ISHARES MORNINGSTARMID CAP ETF ETF 464288208 139 -442 -76.08 27 -70.97 0.0037
2019-06-03 2018-12-31 13F/A-10 ISHARES TR MID CORE INDEX FD ETF 464288208 581 -849 -59.37 93 -65.68 0.0057
2019-01-23 2018-12-31 13F ISHARES TR MID CORE INDEX FD ETF 464288208 581 -849 93 0.0057
2019-06-03 2018-09-30 13F/A-9 ISHARES TR MID CORE INDEX FD ETF 464288208 1,430 -31 -2.12 271 1.12 0.0110
2018-10-25 2018-09-30 13F ISHARES TR MID CORE INDEX FD ETF 464288208 1,430 -31 271 0.0110
2019-06-03 2018-06-30 13F/A-8 ISHARES TR MID CORE INDEX FD ETF 464288208 1,461 -34 -2.27 268 -3.25 0.0113
2018-08-07 2018-06-30 13F ISHARES TR MID CORE INDEX FD ETF 464288208 1,461 0 268
2019-06-03 2018-03-31 13F/A-7 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,495 0 0.00 277 0.00 0.0126
2018-05-09 2018-03-31 13F ISHARES TR MID CORE INDEX FD ETF 464288208 1,461 -34 265
2019-06-03 2017-12-31 13F/A-6 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,495 -762 -33.76 277 -29.87 0.0126
2018-01-24 2017-12-31 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,495 -762 277
2017-10-30 2017-09-30 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,257 50 2.27 395 6.18 0.0157
2019-06-03 2017-06-30 13F/A-5 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,207 64 2.99 372 4.20 0.0158
2017-07-31 2017-06-30 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,207 64 372
2019-06-03 2017-03-31 13F/A-4 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,143 358 20.06 357 27.05 0.0155
2017-04-26 2017-03-31 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,143 358 357
2019-06-03 2016-12-31 13F/A-3 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,785 501 39.02 281 41.92 0.0136
2017-02-14 2016-12-31 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,785 501 281
2016-11-04 2016-09-30 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,284 -224 -14.85 198 -12.00 0.0103
2019-06-03 2016-06-30 13F/A-2 ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,508 1,369 984.89 225 733.33 0.0126
2016-08-22 2016-06-30 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,508 1,369 225
2019-06-03 2016-03-31 13F/A-1 ISHARES MORNINGSTARMID CAP ETF ETF 464288208 139 -2,302 -94.31 27 -92.26 0.0037
2016-05-02 2016-03-31 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 1,106 -1,335 161
2016-02-11 2015-12-31 13F ISHARES MORNINGSTAR MID-CAP ETF ETF 464288208 2,441 2,441 349 0.0234
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.