iShares Core S&P Midcap ETFIJHETF
13F holders, Q2 2024 (June 30)2,223holders −4
94new positions
102sold out
8famous investors
$58.29avg. 13F price*
At the end of Q2 2024, 2,223 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, down 4 from Q1 2024. 94 opened new positions and 102 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.9B), Bank of America Corp. ($3.8B) and Wells Fargo & Company ($2.9B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $149.3M |
| Exits | 102 | $370.1M |
All 13F filers, Q1 2024 → Q2 2024: 58,563,235 shares bought and 22,429,976 shares sold, net +36,133,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,223 holders
| Northwestern Mutual Wealth Management Co. | 5.80% | Add +3.3% | 100,490,787 | $5.9B |
| Bank of America Corp. | 0.36% | Reduce -1.0% | 64,103,498 | $3.8B |
| Wells Fargo & Company | 0.74% | Reduce -0.6% | 48,732,822 | $2.9B |
| Bank of New York Mellon Corp | 0.54% | Reduce -0.1% | 48,227,597 | $2.8B |
| LPL Financial LLC | 1.17% | Add +4.0% | 40,062,625 | $2.3B |
| JPMorgan Chase & Co. | 0.20% | Add +3.8% | 39,484,489 | $2.3B |
| FMR LLC | 0.13% | Add +18.4% | 35,573,981 | $2.1B |
| Morgan Stanley | 0.15% | Reduce -0.5% | 34,194,339 | $2.0B |
| Envestnet Asset Management Inc. | 0.49% | Add +83.0% | 24,275,880 | $1.4B |
| Royal Bank of Canada | 0.31% | Add +4.7% | 22,281,908 | $1.3B |
| UBS Group AG | 0.39% | Reduce -0.2% | 21,966,508 | $1.3B |
| BlackRock Inc. | 0.03% | Add +5.0% | 20,982,084 | $1.2B |
| Northern Trust Corp. | 0.19% | Add +5.3% | 19,625,769 | $1.1B |
| Raymond James & Associates | 0.73% | Add +1.2% | 18,872,281 | $1.1B |
| PNC Financial Services Group, Inc. | 0.64% | Add +2.5% | 16,354,902 | $957.1M |
| Goldman Sachs Group Inc. | 0.15% | Reduce -1.9% | 12,754,983 | $746.4M |
| Mariner, LLC | 1.36% | Add +2.3% | 11,949,940 | $699.3M |
| First Command Advisory Services, Inc. | 6.59% | Add +0.0% | 10,847,859 | $634.9M |
| Acorns Advisers, LLC | 6.43% | Add +4.2% | 10,257,749 | $600.3M |
| Balyasny Asset Management L.P. | 1.56% | Add +20.1% | 10,100,022 | $591.1M |
| Ameriprise Financial Inc. | 0.15% | Reduce -8.8% | 9,470,975 | $554.2M |
| Keybank National Association | 2.18% | Reduce -0.2% | 9,085,958 | $531.7M |
| Financial Engines Advisors L.L.C. | 1.15% | Reduce -1.5% | 8,863,344 | $518.7M |
| Truist Financial Corp. | 0.69% | Reduce -4.2% | 7,707,581 | $451.0M |
| Millburn Ridgefield LLC | 12.03% | Add +5.4% | 7,704,512 | $450.9M |
| Catalyst Capital Advisors LLC | 10.41% | Add +5.4% | 7,704,512 | $450.9M |
| Regions Financial Corp. | 3.27% | Reduce -1.2% | 7,353,116 | $430.3M |
| Raymond James Financial Services Advisors, Inc. | 0.59% | Reduce -3.7% | 7,135,819 | $417.6M |
| Pathstone Holdings, LLC | 1.87% | Reduce -0.9% | 7,056,983 | $413.0M |
| Wealthspire Advisors, LLC | 5.16% | Add +1.9% | 6,882,299 | $402.8M |
| HighTower Advisors, LLC | 0.62% | Add +0.7% | 6,875,665 | $402.4M |
| Commonwealth Equity Services, LLC | 0.59% | Add +3.1% | 6,419,146 | $375.6M |
| AlTi Global, Inc. | 10.05% | Add +5.4% | 6,394,994 | $374.2M |
| Bank of Montreal | 0.11% | Add +0.8% | 6,026,181 | $353.9M |
| Alesco Advisors, LLC, An ESL Co | 10.13% | Reduce -0.1% | 5,285,049 | $309.3M |
| Creative Planning | 0.32% | Reduce -0.9% | 5,102,022 | $298.6M |
| Fifth Third Bancorp | 1.13% | Reduce -4.7% | 5,088,984 | $297.8M |
| Northwestern Mutual Investment Management Company, LLC | 7.43% | Add +9.2% | 4,905,096 | $287.0M |
| US Bancorp \de | 0.38% | Add +4.5% | 4,746,193 | $277.7M |
| Circle Wealth Management, LLC | 5.82% | No change | 4,302,213 | $251.8M |
| Bridges Investment Management Inc. | 3.58% | Add +60.4% | 4,024,389 | $235.5M |
| MAI Capital Management | 2.24% | Add +6.8% | 3,879,708 | $227.0M |
| Franklin Resources Inc. | 0.06% | Reduce -2.6% | 3,278,780 | $191.9M |
| Stifel Financial Corp. | 0.21% | Add +1.2% | 3,241,684 | $189.7M |
| Cerity Partners LLC | 0.51% | Add +1.4% | 3,218,314 | $188.3M |
| Baird Financial Group, Inc. | 0.38% | Reduce -1.2% | 3,144,447 | $184.0M |
| Flputnam Investment Management Co. | 3.34% | Reduce -1.4% | 3,041,598 | $178.0M |
| Citizens Financial Group Inc. | 3.84% | Add +4.7% | 2,955,375 | $172.9M |
| Comerica Bank | 0.70% | Add +2.6% | 2,881,681 | $168.6M |
| Davis R M Inc. | 3.38% | Add +4.2% | 2,845,510 | $166.5M |
| Cresset Asset Management, LLC | 0.69% | Add +7.8% | 2,780,981 | $162.7M |
| Cetera Investment Advisers | 0.36% | Add +3.1% | 2,691,981 | $157.5M |
| MML Investors Services, LLC | 0.63% | Add +1.4% | 2,647,308 | $154.9M |
| First Financial Bankshares Inc | 3.55% | Add +1.5% | 2,642,925 | $154.7M |
| Members Trust Co | 4.55% | Reduce -21.1% | 2,562,323 | $149.9M |
| Jones Financial Companies LLLP | 0.17% | Add +17.1% | 2,555,818 | $149.6M |
| Haverford Trust Co | 1.54% | Reduce -2.8% | 2,505,469 | $146.6M |
| Focus Partners Wealth | 0.48% | Add +107.6% | 2,420,504 | $141.6M |
| UMB Bank, n.a. | 2.31% | Add +3.9% | 2,405,906 | $140.8M |
| Sandy Spring Bank | 6.17% | Add +0.7% | 2,389,797 | $139.9M |
| Greenleaf Trust | 1.32% | Add +0.3% | 2,379,035 | $139.2M |
| Mercer Global Advisors Inc. | 0.38% | Add +1.0% | 2,434,904 | $138.7M |
| Accredited Investors Inc. | 8.43% | Reduce -4.1% | 2,310,750 | $135.2M |
| Osaic Holdings, Inc. | 0.30% | Reduce -16.2% | 2,174,343 | $127.3M |
| Sand Hill Global Advisors, LLC | 5.75% | Add +0.7% | 2,164,888 | $126.7M |
| Corient Private Wealth LP | 0.22% | Add +3.8% | 2,119,152 | $124.0M |
| Alaska Permanent Capital Management, LLC | 10.40% | Reduce -5.5% | 2,079,352 | $121.7M |
| State of Michigan Retirement System | 0.61% | Add +4.2% | 2,036,610 | $119.2M |
| TD Asset Management Inc | 0.11% | Add +0.3% | 2,025,218 | $118.5M |
| Sigma Investment Counselors Inc. | 7.39% | Add +2.4% | 2,017,580 | $118.1M |
| Municipal Employees' Retirement System of Michigan | 1.63% | Reduce -31.9% | 2,005,370 | $117.4M |
| Connecticut Wealth Management, LLC | 5.60% | Add +2.9% | 1,855,319 | $108.6M |
| BLB&B Advisors, LLC | 5.90% | Add +8.0% | 1,840,161 | $107.7M |
| Ally Invest Advisors Inc. | 10.22% | Add +1.9% | 1,816,490 | $106.3M |
| Horizon Investments, LLC | 2.91% | Add +63.9% | 1,799,403 | $105.3M |
| Fiduciary Trust Co | 1.58% | Reduce -2.9% | 1,794,633 | $105.0M |
| Cahaba Wealth Management, Inc. | 9.16% | Add +2.2% | 1,774,165 | $103.8M |
| Rockefeller Capital Management L.P. | 0.29% | Reduce -8.4% | 1,758,889 | $103.0M |
| Whittier Trust Co. | 1.39% | Add +3.7% | 1,678,939 | $98.3M |
| HSBC Holdings PLC | 0.06% | Add +98.3% | 1,631,916 | $95.5M |
| Linscomb Wealth, Inc. | 4.83% | Reduce -1.3% | 1,596,053 | $93.4M |
| FIL Ltd | 0.09% | Reduce -36.9% | 1,583,635 | $92.7M |
| Badgley Phelps Wealth Managers, LLC | 2.29% | Add +0.5% | 1,580,455 | $92.5M |
| Bessemer Group Inc. | 0.16% | Add +4.0% | 1,580,095 | $92.5M |
| Acropolis Investment Management, LLC | 5.83% | Add +3.7% | 1,577,531 | $92.3M |
| Bokf, NA | 1.65% | Reduce -1.0% | 1,573,817 | $92.1M |
| Captrust Financial Advisors | 0.29% | Add +0.8% | 1,531,540 | $89.6M |
| Farmers & Merchants Investments Inc. | 2.94% | Add +1.6% | 1,504,791 | $88.1M |
| Steward Partners Investment Advisory, LLC | 0.91% | Add +3.5% | 1,476,805 | $86.4M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +94.0% | 1,469,516 | $86.0M |
| State Street Corp. | 0.00% | Reduce -0.9% | 1,458,958 | $85.4M |
| Legacy Wealth Management, LLC | 6.09% | Reduce -2.7% | 1,438,873 | $84.2M |
| Lutz Financial Services LLC | 7.32% | Add +0.6% | 1,435,060 | $84.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +16.3% | 1,476,481 | $83.9M |
| M&T Bank Corp | 0.28% | Reduce -1.1% | 1,416,825 | $82.9M |
| First Interstate Bank | 5.48% | Add +0.1% | 1,410,992 | $82.6M |
| Valeo Financial Advisors, LLC | 2.52% | Add +2028.7% | 1,376,811 | $80.6M |
| BOK Financial Private Wealth, Inc. | 5.71% | Add +1.9% | 1,342,772 | $78.6M |
| Klingman & Associates, LLC | 5.18% | Add +2.7% | 1,308,107 | $76.6M |
| Full Sail Capital, LLC | 5.11% | Add +5.7% | 1,298,442 | $76.0M |
"% 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.