iShares Trust - iShares S&P 중형 400 가치 ETF
US ˙ ARCA ˙ US4642877058

SecurityIJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
InstitutionFirst Merchants Corp
Latest Disclosed Ownership93,337 shares
Latest Disclosed Value $ 12,367,153
First Merchants Corp reports 2.19% decrease in ownership of IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF

On April 16, 2026 - First Merchants Corp filed a 13F-HR form disclosing ownership of 93,337 shares of iShares Trust - iShares S&P Mid-Cap 400 Value ETF (US:IJJ) valued at $12,367,152 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 95,428 shares of iShares Trust - iShares S&P Mid-Cap 400 Value ETF. This represents a change in shares of -2.19% during the quarter. The current value of the position is $13,396,660 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)
2026-04-16 2026-03-31 13F S&P M Equities 464287705 93,337 -2,091 -2.19 12,367 -1.51 0.4592
2026-01-12 2025-12-31 13F S&P M Equities 464287705 95,428 -10,535 -9.94 12,557 -8.64 0.4650
2025-10-22 2025-09-30 13F S&P M Equities 464287705 105,963 -9,271 -8.05 13,746 -3.48 0.5182
2025-07-23 2025-06-30 13F S&P M Equities 464287705 115,234 -3,362 -2.83 14,241 0.29 0.5509
2025-04-24 2025-03-31 13F S&P M Equities 464287705 118,596 -1,358 -1.13 14,199 -5.27 0.5665
2025-01-30 2024-12-31 13F S&P M Equities 464287705 119,954 -1,357 -1.12 14,989 -0.05 0.5759
2024-10-24 2024-09-30 13F S&P M Equities 464287705 121,311 -4,408 -3.51 14,996 5.13 0.5727
2024-07-25 2024-06-30 13F S&P M Equities 464287705 125,719 -831 -0.66 14,264 -4.71 0.5740
2024-04-25 2024-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 126,550 -21,225 -14.36 14,970 -11.17 1.1256
2024-01-25 2023-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 147,775 -2,295 -1.53 16,852 11.26 1.3809
2023-10-26 2023-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 150,070 -7,888 -4.99 15,146 -10.49 1.3499
2023-07-25 2023-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 157,958 -997 -0.63 16,922 3.59 1.4310
2023-04-25 2023-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 158,955 -1,157 -0.72 16,336 1.21 1.4547
2023-01-26 2022-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 160,112 -8,475 -5.03 16,139 6.37 1.4784
2022-10-25 2022-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 168,587 247 0.15 15,173 -4.52 1.5192
2022-07-26 2022-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 168,340 -3,981 -2.31 15,891 -15.89 1.5703
2022-04-26 2022-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 172,321 -3,849 -2.18 18,893 -3.10 1.5464
2022-01-27 2021-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 176,170 -3,125 -1.74 19,498 5.54 1.5053
2021-10-26 2021-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 179,295 -2,469 -1.36 18,475 -3.50 1.1762
2021-07-26 2021-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 181,764 -1,922 -1.05 19,146 2.26 1.2445
2021-04-22 2021-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 183,686 -988 -0.53 18,723 17.48 1.2473
2021-01-28 2020-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 184,674 90,523 96.15 15,937 25.51 1.0979
2020-10-28 2020-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 94,151 -2,783 -2.87 12,698 -1.46 0.9673
2020-07-23 2020-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 96,934 -5,419 -5.29 12,886 14.72 1.0870
2020-04-23 2020-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 102,353 -1,495 -1.44 11,233 -36.64 1.4538
2020-01-30 2019-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 103,848 -3,598 -3.35 17,730 3.20 1.8152
2019-10-24 2019-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 107,446 -1,563 -1.43 17,181 -1.16 1.8259
2019-07-25 2019-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 109,009 -2,750 -2.46 17,383 -0.91 2.7658
2019-04-25 2019-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 111,759 -310 -0.28 17,542 13.14 2.8323
2019-01-31 2018-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 112,069 -2,546 -2.22 15,504 -19.16 2.9755
2018-10-24 2018-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 114,615 -2,996 -2.55 19,178 0.63 3.1439
2018-07-26 2018-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES ETF MID CAP 464287705 117,611 1,409 1.21 19,057 6.15 3.3163
2018-04-26 2018-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 116,202 -3,903 -3.25 17,953 -6.64 3.0139
2018-01-30 2017-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 120,105 -2,209 -1.81 19,230 2.94 3.2782
2017-10-31 2017-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 122,314 -22,625 -15.61 18,680 -13.24 3.2270
2017-07-27 2017-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 144,939 -3,855 -2.59 21,531 -2.52 5.9488
2017-04-27 2017-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 148,794 7,168 5.06 22,088 7.41 6.1528
2017-01-26 2016-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 141,626 11,568 8.89 20,565 18.89 6.0908
2016-10-25 2016-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 130,058 1,699 1.32 17,298 5.24 5.5455
2016-07-26 2016-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 128,359 1,107 0.87 16,436 4.13 5.4188
2016-04-26 2016-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 127,252 -6,319 -4.73 15,784 0.82 5.5918
2016-02-01 2015-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 133,571 -609 -0.45 15,655 1.16 5.5204
2015-10-22 2015-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 134,180 -1,884 -1.38 15,476 -11.80 5.5263
2015-07-23 2015-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 136,064 -11,388 -7.72 17,547 -9.12 5.4808
2015-04-27 2015-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 147,452 147,452 0.00 19,308 5.9592
2015-01-27 2014-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 0 -149,958 -100.00 0 -100.00
2014-10-23 2014-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 149,958 2,683 1.82 18,041 -3.48 5.7638
2014-07-24 2014-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 147,275 -1,449 -0.97 18,692 4.37 5.8254
2014-04-29 2014-03-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 148,724 2,237 1.53 17,909 5.19 5.7761
2014-01-31 2013-12-31 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 146,487 1,184 0.81 17,026 8.48 5.5917
2013-10-25 2013-09-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 145,303 4,553 3.23 15,695 10.12 5.3199
2013-07-23 2013-06-30 13F S&P MID-CAP 400 VALUE ETF ISHARES MID CAP EQUITY FUNDS 464287705 140,750 140,750 14,253 5.0602
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.