iShares Core S&P Midcap ETFIJHETF
13F holders, Q3 2024 (September 30)2,306holders +83
121new positions
51sold out
7famous investors
$62.24avg. 13F price*
At the end of Q3 2024, 2,306 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 83 from Q2 2024. 121 opened new positions and 51 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.7B), Bank of America Corp. ($4.1B) and Bank of New York Mellon Corp ($3.0B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $366.0M |
| Exits | 51 | $86.7M |
All 13F filers, Q2 2024 → Q3 2024: 59,082,746 shares bought and 31,099,792 shares sold, net +27,982,954 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,306 holders
| Northwestern Mutual Wealth Management Co. | 5.93% | Add +6.5% | 107,029,051 | $6.7B |
| Bank of America Corp. | 0.36% | Add +1.6% | 65,127,296 | $4.1B |
| Bank of New York Mellon Corp | 0.56% | Reduce -0.0% | 48,213,413 | $3.0B |
| Wells Fargo & Company | 0.72% | Reduce -2.0% | 47,747,941 | $3.0B |
| FMR LLC | 0.16% | Add +16.2% | 41,350,772 | $2.6B |
| LPL Financial LLC | 1.15% | Add +2.8% | 41,176,915 | $2.6B |
| JPMorgan Chase & Co. | 0.19% | Reduce -3.6% | 38,054,090 | $2.4B |
| Morgan Stanley | 0.16% | Add +1.1% | 34,556,203 | $2.2B |
| Raymond James & Associates | 1.05% | Add +45.7% | 27,500,341 | $1.7B |
| Envestnet Asset Management Inc. | 0.52% | Add +5.8% | 25,694,310 | $1.6B |
| UBS Group AG | 0.43% | Add +12.5% | 24,715,600 | $1.5B |
| BlackRock, Inc. | 0.03% | — | 21,723,706 | $1.4B |
| Royal Bank of Canada | 0.30% | Reduce -3.5% | 21,504,198 | $1.3B |
| Northern Trust Corp. | 0.21% | Add +2.9% | 20,198,509 | $1.3B |
| PNC Financial Services Group, Inc. | 0.66% | Add +1.1% | 16,534,559 | $1.0B |
| Mariner, LLC | 1.37% | Add +3.9% | 12,410,701 | $773.4M |
| Goldman Sachs Group Inc. | 0.13% | Reduce -14.1% | 10,959,800 | $683.0M |
| First Command Advisory Services, Inc. | 6.53% | Add +0.1% | 10,856,787 | $676.6M |
| Acorns Advisers, LLC | 6.49% | Add +2.7% | 10,537,708 | $656.7M |
| Ameriprise Financial Inc. | 0.15% | Add +0.5% | 9,520,619 | $593.4M |
| Keybank National Association | 2.18% | Reduce -0.0% | 9,083,690 | $566.1M |
| Financial Engines Advisors L.L.C. | 1.12% | Reduce -2.9% | 8,609,957 | $536.6M |
| Millburn Ridgefield LLC | 12.40% | Reduce -1.4% | 7,593,469 | $473.2M |
| Catalyst Capital Advisors LLC | 10.66% | Reduce -1.4% | 7,593,469 | $473.2M |
| Raymond James Financial Services Advisors, Inc. | 0.63% | Add +5.9% | 7,553,919 | $470.8M |
| Truist Financial Corp. | 0.73% | Reduce -3.5% | 7,440,033 | $463.7M |
| Wealthspire Advisors, LLC | 4.56% | Add +4.6% | 7,196,228 | $448.5M |
| Regions Financial Corp. | 3.21% | Reduce -2.5% | 7,167,659 | $446.7M |
| Pathstone Holdings, LLC | 1.97% | Add +0.2% | 7,069,507 | $440.6M |
| HighTower Advisors, LLC | 0.65% | Add +2.5% | 7,050,741 | $439.3M |
| AlTi Global, Inc. | 9.65% | Add +0.8% | 6,443,025 | $401.6M |
| Balyasny Asset Management L.P. | 1.02% | Reduce -38.2% | 6,242,259 | $389.0M |
| Commonwealth Equity Services, LLC | 0.57% | Reduce -5.2% | 6,084,219 | $379.2M |
| Bank of Montreal | 0.18% | Add +0.1% | 6,032,897 | $375.7M |
| Alesco Advisors, LLC, An ESL Co | 10.18% | Add +0.0% | 5,285,100 | $329.4M |
| Northwestern Mutual Investment Management Company, LLC | 7.66% | Add +7.3% | 5,265,861 | $328.2M |
| Fifth Third Bancorp | 1.14% | Reduce -1.1% | 5,035,403 | $313.8M |
| Creative Planning | 0.31% | Reduce -1.9% | 5,004,261 | $311.9M |
| US Bancorp \de | 0.38% | Add +0.5% | 4,768,708 | $297.2M |
| Circle Wealth Management, LLC | 5.93% | Reduce -0.3% | 4,289,155 | $267.3M |
| Bridges Investment Management Inc. | 3.66% | Add +4.3% | 4,196,615 | $261.5M |
| MAI Capital Management | 2.48% | Add +7.2% | 4,157,400 | $259.1M |
| Cerity Partners LLC | 0.47% | Add +5.4% | 3,393,418 | $211.5M |
| Franklin Resources Inc. | 0.06% | Reduce -0.3% | 3,267,142 | $207.1M |
| Stifel Financial Corp. | 0.22% | Add +1.9% | 3,302,260 | $205.8M |
| Baird Financial Group, Inc. | 0.39% | Add +1.9% | 3,202,563 | $199.6M |
| Flputnam Investment Management Co. | 3.55% | Add +4.2% | 3,170,085 | $197.6M |
| Corient Private Wealth LP | 0.31% | Add +47.9% | 3,133,510 | $195.2M |
| Jones Financial Companies LLLP | 0.20% | Add +20.8% | 3,086,052 | $192.2M |
| Cresset Asset Management, LLC | 0.74% | Add +10.5% | 3,071,849 | $191.4M |
| Citizens Financial Group Inc. | 3.83% | Add +3.4% | 3,054,516 | $190.4M |
| Davis R M Inc. | 3.61% | Add +5.4% | 2,999,064 | $186.9M |
| Comerica Bank | 0.70% | Reduce -1.9% | 2,827,195 | $176.2M |
| MML Investors Services, LLC | 0.62% | Add +2.9% | 2,724,051 | $169.8M |
| First Financial Bankshares Inc | 3.49% | Add +0.8% | 2,663,798 | $166.0M |
| Valeo Financial Advisors, LLC | 4.70% | Add +107.5% | 2,856,521 | $164.3M |
| Haverford Trust Co | 1.53% | Add +0.6% | 2,521,018 | $157.1M |
| Cetera Investment Advisers | 0.34% | Reduce -6.7% | 2,512,689 | $156.6M |
| Sandy Spring Bank | 6.27% | Add +2.2% | 2,442,284 | $152.2M |
| &partners | 2.92% | Add +139.3% | 2,414,193 | $151.1M |
| Mercer Global Advisors Inc. | 0.35% | Add +0.3% | 2,441,493 | $151.0M |
| Greenleaf Trust | 1.34% | Add +1.3% | 2,410,471 | $150.2M |
| UMB Bank, n.a. | 2.32% | Reduce -0.4% | 2,395,317 | $149.3M |
| Alaska Permanent Capital Management, LLC | 11.50% | Add +12.1% | 2,331,406 | $145.4M |
| Members Trust Co | 4.65% | Reduce -10.2% | 2,301,561 | $143.4M |
| Accredited Investors Inc. | 8.19% | Reduce -0.6% | 2,296,845 | $143.1M |
| Sand Hill Global Advisors, LLC | 5.76% | Add +1.3% | 2,191,849 | $136.6M |
| Sigma Investment Counselors Inc. | 7.45% | Add +1.0% | 2,037,653 | $127.0M |
| TD Asset Management Inc | 0.11% | Add +0.6% | 2,038,096 | $126.9M |
| Bokf, NA | 2.22% | Add +28.8% | 2,026,664 | $125.0M |
| Municipal Employees' Retirement System of Michigan | 1.65% | Add +0.0% | 2,005,372 | $125.0M |
| Osaic Holdings, Inc. | 0.28% | Reduce -8.4% | 1,991,504 | $124.1M |
| BLB&B Advisors, LLC | 6.33% | Add +8.1% | 1,989,178 | $124.0M |
| State of Michigan Retirement System | 0.61% | Reduce -2.7% | 1,981,010 | $123.5M |
| Connecticut Wealth Management, LLC | 5.85% | Add +4.5% | 1,938,808 | $120.8M |
| Fiduciary Trust Co | 1.60% | Add +2.4% | 1,837,587 | $114.5M |
| Cahaba Wealth Management, Inc. | 9.36% | Add +2.6% | 1,820,131 | $113.4M |
| Rockefeller Capital Management L.P. | 0.30% | Add +2.9% | 1,810,090 | $112.8M |
| Whittier Trust Co. | 1.43% | Add +2.2% | 1,715,549 | $106.9M |
| Captrust Financial Advisors | 0.31% | Add +9.0% | 1,669,891 | $104.1M |
| Badgley Phelps Wealth Managers, LLC | 2.31% | Add +0.8% | 1,592,315 | $99.2M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +7.7% | 1,583,048 | $98.7M |
| Acropolis Investment Management, LLC | 5.84% | Add +0.1% | 1,578,866 | $98.4M |
| Linscomb Wealth, Inc. | 4.80% | Reduce -2.6% | 1,554,351 | $96.9M |
| Steward Partners Investment Advisory, LLC | 0.88% | Add +3.9% | 1,534,992 | $95.7M |
| Farmers & Merchants Investments Inc. | 2.96% | Add +1.6% | 1,528,869 | $95.3M |
| FIL Ltd | 0.09% | Reduce -3.5% | 1,528,118 | $95.2M |
| Bessemer Group Inc. | 0.15% | Reduce -7.7% | 1,457,815 | $90.8M |
| Lutz Financial Services LLC | 7.32% | Add +0.9% | 1,447,761 | $90.2M |
| Kestra Advisory Services, LLC | 0.50% | Reduce -2.1% | 1,445,676 | $90.1M |
| First Interstate Bank | 5.46% | Add +2.2% | 1,442,063 | $89.9M |
| State Street Corp. | 0.00% | Reduce -3.0% | 1,415,158 | $88.2M |
| Legacy Wealth Management, LLC | 5.69% | Reduce -2.1% | 1,409,254 | $87.8M |
| M&T Bank Corp | 0.28% | Reduce -2.5% | 1,381,503 | $86.1M |
| Klingman & Associates, LLC | 5.25% | Add +4.0% | 1,359,721 | $84.7M |
| BOK Financial Private Wealth, Inc. | 5.99% | Reduce -1.1% | 1,328,210 | $82.8M |
| Janney Montgomery Scott LLC | 0.23% | New | 1,320,477 | $82.3M |
| Full Sail Capital, LLC | 5.17% | Reduce -0.4% | 1,293,269 | $80.6M |
| Lee Financial Co | 11.36% | Add +5.3% | 1,283,262 | $80.0M |
| Vicus Capital | 7.04% | Add +0.8% | 1,276,535 | $79.6M |
"% 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.