iShares Core S&P Midcap ETFIJHETF

13F holders, Q1 2024 (March 31)
2,227holders
6famous investors
$60.84avg. 13F price*

At the end of Q1 2024, 2,227 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.9B) and Wells Fargo & Company ($3.0B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
iShares Core S&P Midcap ETF
CUSIP
464287507
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions123$251.0M
Exits73$69.8M

Ownership 2,227 holders

Northwestern Mutual Wealth Management Co. 6.07% Add +4.0% 97,294,195 $5.9B
Bank of America Corp. 0.39% Add +7.8% 64,726,913 $3.9B
Wells Fargo & Company 0.79% Reduce -0.7% 49,042,802 $3.0B
Bank of New York Mellon Corp 0.56% No change 48,284,510 $2.9B
LPL Financial LLC 1.26% Reduce -3.5% 38,539,361 $2.3B
JPMorgan Chase & Co. 0.21% Add +1.4% 38,027,122 $2.3B
Morgan Stanley 0.17% Reduce -0.4% 34,377,543 $2.1B
FMR LLC 0.12% Add +28.2% 30,047,122 $1.8B
UBS Group AG 0.44% Reduce -1.2% 22,003,771 $1.3B
Royal Bank of Canada 0.32% Reduce -11.8% 21,278,115 $1.3B
BlackRock Inc. 0.03% Reduce -1.4% 19,975,114 $1.2B
Raymond James & Associates 0.77% Add +31.6% 18,655,382 $1.1B
Northern Trust Corp. 0.20% Add +2.4% 18,641,795 $1.1B
PNC Financial Services Group, Inc. 0.67% Add +0.5% 15,955,018 $969.1M
Envestnet Asset Management Inc. 0.30% Add +2.9% 13,264,495 $805.7M
Goldman Sachs Group Inc. 0.17% Add +3.2% 13,004,606 $789.9M
Mariner, LLC 1.47% Add +3.8% 11,685,429 $709.8M
First Command Advisory Services, Inc. 6.91% Add +0.7% 10,845,515 $658.9M
Ameriprise Financial Inc. 0.17% Reduce -4.5% 10,388,323 $631.1M
Acorns Advisers, LLC 6.68% Add +1.6% 9,846,261 $598.1M
Keybank National Association 2.28% Reduce -0.8% 9,103,992 $553.0M
Financial Engines Advisors L.L.C. 1.23% Reduce -4.3% 9,001,034 $546.7M
Balyasny Asset Management L.P. 1.35% Reduce -2.9% 8,408,750 $510.7M
Truist Financial Corp. 0.74% Reduce -5.5% 8,048,325 $488.9M
Regions Financial Corp. 3.43% No change 7,442,618 $452.1M
Raymond James Financial Services Advisors, Inc. 0.67% Reduce -2.2% 7,410,254 $450.1M
Millburn Ridgefield LLC 12.29% Reduce -0.6% 7,306,979 $443.8M
Catalyst Capital Advisors LLC 10.69% Reduce -0.6% 7,306,979 $443.8M
Pathstone Holdings, LLC 2.04% Reduce -0.6% 7,120,031 $432.5M
HighTower Advisors, LLC 0.67% Add +1.1% 6,829,051 $414.9M
Wealthspire Advisors, LLC 5.47% Reduce -0.3% 6,754,616 $410.3M
Commonwealth Equity Services, LLC 0.63% No change 6,224,670 $378.1M
AlTi Global, Inc. 10.26% Add +4.4% 6,066,954 $368.5M
Bank of Montreal 0.11% Reduce -0.3% 5,975,762 $362.0M
Fifth Third Bancorp 1.27% Reduce -2.0% 5,339,613 $324.3M
Alesco Advisors, LLC, An ESL Co 10.56% Add +2.9% 5,288,242 $321.2M
Creative Planning 0.35% Reduce -2.1% 5,150,805 $312.9M
US Bancorp \de 0.38% Add +3.9% 4,544,006 $276.0M
Northwestern Mutual Investment Management Company, LLC 7.13% Reduce -13.9% 4,493,535 $272.9M
Circle Wealth Management, LLC 6.50% No change 4,302,213 $261.3M
MAI Capital Management 2.30% Add +11.2% 3,634,459 $220.8M
Franklin Resources Inc. 0.07% Add +4.1% 3,368,166 $204.6M
Members Trust Co 5.88% Reduce -7.5% 3,245,708 $197.1M
Stifel Financial Corp. 0.22% Add +6.7% 3,202,774 $194.5M
Baird Financial Group, Inc. 0.41% Add +1.9% 3,183,951 $193.4M
Cerity Partners LLC 0.51% Reduce -41.8% 3,174,970 $192.8M
Spire Wealth Management 3.52% Add +0.3% 511,429 $191.3M
Flputnam Investment Management Co. 3.99% Add +14.5% 3,085,454 $187.4M
Municipal Employees' Retirement System of Michigan 2.31% Reduce -21.7% 2,946,566 $179.0M
Citizens Financial Group Inc. 5.73% Reduce -1.0% 2,823,164 $171.5M
Comerica Bank 0.74% Add +0.4% 2,807,806 $170.5M
Davis R M Inc. 3.47% Add +4.8% 2,730,773 $165.9M
MML Investors Services, LLC 0.65% Reduce -7.1% 2,610,915 $158.6M
Cetera Investment Advisers 0.37% Add +406.2% 2,610,901 $158.6M
First Financial Bankshares Inc 3.56% Reduce -0.4% 2,604,829 $158.2M
Osaic Holdings, Inc. 0.35% Reduce -14.8% 2,594,480 $157.6M
Cresset Asset Management, LLC 0.76% Add +11.7% 2,578,462 $156.6M
Haverford Trust Co 1.64% Add +3.5% 2,576,660 $156.5M
Bridges Investment Management Inc. 4.76% Add +2.0% 2,508,913 $152.4M
FIL Ltd 0.15% Add +8.8% 2,508,241 $152.4M
Mercer Global Advisors Inc. 0.42% Add +3.9% 2,409,831 $146.9M
Accredited Investors Inc. 9.40% Add +63.9% 2,409,042 $146.3M
Sandy Spring Bank 6.56% Add +2.6% 2,372,318 $144.1M
Greenleaf Trust 1.34% Add +0.5% 2,371,266 $144.0M
UMB Bank, n.a. 2.23% Reduce -5.8% 2,316,204 $140.7M
Alaska Permanent Capital Management, LLC 10.41% Add +8.9% 2,199,800 $133.7M
Jones Financial Companies LLLP 0.18% Add +3.1% 2,183,244 $132.6M
Sand Hill Global Advisors, LLC 6.19% Reduce -3.0% 2,149,129 $130.5M
Corient Private Wealth LP 0.22% Reduce -4.8% 2,042,109 $124.0M
TD Asset Management Inc 0.11% Add +75.1% 2,019,766 $122.7M
Sigma Investment Counselors Inc. 7.71% Add +0.3% 1,970,600 $119.7M
State of Michigan Retirement System 0.64% Reduce -4.6% 1,955,110 $118.8M
Rockefeller Capital Management L.P. 0.34% Add +5.2% 1,920,222 $116.6M
Fiduciary Trust Co 1.72% Add +0.7% 1,848,459 $112.3M
Connecticut Wealth Management, LLC 5.83% Add +2.3% 1,803,564 $109.5M
Ally Invest Advisors Inc. 10.74% Add +0.2% 1,781,896 $108.2M
Cahaba Wealth Management, Inc. 9.59% Add +4.2% 1,736,266 $105.5M
BLB&B Advisors, LLC 5.84% Add +6.1% 1,704,447 $103.5M
Whittier Trust Co. 1.43% Add +3.0% 1,619,500 $98.4M
Linscomb Wealth, Inc. 5.05% No change 1,616,286 $98.2M
Bokf, NA 1.75% Reduce -4.5% 1,589,591 $96.0M
Badgley Phelps Wealth Managers, LLC 2.39% Reduce -4.3% 1,572,430 $95.5M
Acropolis Investment Management, LLC 6.05% Reduce -0.1% 1,521,623 $92.4M
Bessemer Group Inc. 0.17% Reduce -1.4% 1,519,192 $92.3M
Captrust Financial Advisors 0.34% Reduce -7.8% 1,518,779 $92.3M
Farmers & Merchants Investments Inc. 3.04% Add +2.3% 1,481,599 $90.0M
Legacy Wealth Management, LLC 6.62% Reduce -5.0% 1,478,723 $89.8M
State Street Corp. 0.00% Reduce -6.1% 1,472,177 $89.4M
M&T Bank Corp 0.30% Reduce -4.7% 1,432,928 $87.0M
Lutz Financial Services LLC 7.57% Add +0.4% 1,426,495 $86.6M
Steward Partners Investment Advisory, LLC 0.96% Add +0.2% 1,426,454 $86.6M
First Interstate Bank 5.93% Add +3.9% 1,409,159 $85.6M
Tiaa Trust, National Association 0.26% Reduce -34.8% 1,401,270 $85.1M
First Hawaiian Bank 2.51% Reduce -13.5% 1,324,936 $80.5M
BOK Financial Private Wealth, Inc. 5.96% Add +3.9% 1,318,084 $80.1M
Klingman & Associates, LLC 5.56% Add +2.4% 1,273,254 $77.3M
Kestra Advisory Services, LLC 0.52% Add +4.7% 1,270,100 $77.1M
Chandler Asset Management, Inc. 15.60% Reduce -17.8% 1,267,193 $77.0M
Vicus Capital 6.99% Add +0.8% 1,262,811 $76.7M
Full Sail Capital, LLC 5.20% Add +4.5% 1,228,945 $74.6M

"% of holder's portfolio" is IJH's weight in each manager's 13F, not the share of iShares Core S&P Midcap ETF the manager owns.

Show all 2,227 holders