iShares Core S&P Midcap ETFIJHETF
13F holders, Q4 2025 (December 31)2,649holders +196
100new positions
62sold out
6famous investors
$65.98avg. 13F price*
At the end of Q4 2025, 2,649 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 196 from Q3 2025. 100 opened new positions and 62 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.2B), Bank of America Corp. ($4.6B) and Bank of New York Mellon Corp ($3.9B). 6 famous investors held it, including Jeff Smith (6.6% of Starboard Value's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $200.7M |
| Exits | 62 | $85.5M |
All 13F filers, Q3 2025 → Q4 2025: 47,131,226 shares bought and 24,901,645 shares sold, net +22,229,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,649 holders
| Northwestern Mutual Wealth Management Co. | 5.21% | Add +1.8% | 124,791,222 | $8.2B |
| Bank of America Corp. | 0.33% | Add +1.7% | 69,097,876 | $4.6B |
| Bank of New York Mellon Corp | 0.68% | Add +5.4% | 58,545,723 | $3.9B |
| Wells Fargo & Company | 0.68% | Reduce -0.3% | 52,370,849 | $3.5B |
| FMR LLC | 0.16% | Add +14.8% | 47,714,343 | $3.1B |
| Morgan Stanley | 0.15% | Reduce -0.1% | 36,986,458 | $2.4B |
| Raymond James Financial Inc. | 0.74% | Reduce -7.3% | 35,824,382 | $2.4B |
| Envestnet Asset Management Inc. | 0.67% | Reduce -1.0% | 34,200,178 | $2.3B |
| Goldman Sachs Group Inc. | 0.28% | Add +4.3% | 29,556,481 | $2.0B |
| LPL Financial LLC | 0.53% | Add +5.1% | 29,123,810 | $1.9B |
| BlackRock, Inc. | 0.03% | Add +4.9% | 26,691,520 | $1.8B |
| Royal Bank of Canada | 0.29% | Add +6.2% | 25,229,492 | $1.7B |
| Northern Trust Corp. | 0.20% | Add +1.1% | 23,466,166 | $1.5B |
| UBS Group AG | 0.30% | Add +0.1% | 23,117,303 | $1.5B |
| JPMorgan Chase & Co. | 0.07% | Reduce -1.1% | 16,208,217 | $1.1B |
| First Command Advisory Services, Inc. | 7.21% | Add +1.5% | 15,669,801 | $1.0B |
| PNC Financial Services Group, Inc. | 0.56% | Reduce -0.1% | 15,612,476 | $1.0B |
| Mariner, LLC | 1.18% | Add +4.8% | 15,042,290 | $992.8M |
| Acorns Advisers, LLC | 6.76% | Add +4.1% | 13,652,129 | $901.0M |
| Northwestern Mutual Investment Management Company, LLC | 8.62% | Add +11.9% | 11,197,934 | $739.1M |
| Regions Financial Corp. | 4.21% | Add +5.6% | 9,971,281 | $658.1M |
| Truist Financial Corp. | 0.82% | Reduce -1.7% | 9,267,499 | $611.7M |
| Keybank National Association | 2.14% | Reduce -2.6% | 9,057,211 | $597.8M |
| Ameriprise Financial Inc. | 0.13% | Reduce -0.7% | 8,900,725 | $587.5M |
| Financial Engines Advisors L.L.C. | 1.03% | Reduce -0.9% | 8,223,783 | $542.8M |
| HighTower Advisors, LLC | 0.57% | Add +1.5% | 7,881,074 | $520.2M |
| Millburn Ridgefield LLC | 12.25% | Reduce -0.6% | 7,792,453 | $514.3M |
| Catalyst Capital Advisors LLC | 10.57% | Reduce -0.6% | 7,792,453 | $514.3M |
| Wealthspire Advisors, LLC | 4.01% | Reduce -48.8% | 7,642,952 | $504.4M |
| &partners | 2.42% | Add +7.0% | 6,993,740 | $463.0M |
| Pathstone Holdings, LLC | 1.78% | Add +0.5% | 7,006,604 | $462.5M |
| Jones Financial Companies LLLP | 0.27% | Add +11.1% | 6,827,466 | $450.7M |
| Bank of Montreal | 0.18% | Add +0.4% | 6,595,206 | $435.3M |
| Bridges Investment Management Inc. | 5.04% | Add +35.4% | 6,015,226 | $397.0M |
| MAI Capital Management | 2.07% | Add +2.1% | 5,429,206 | $358.3M |
| Alesco Advisors, LLC, An ESL Co | 9.17% | Add +0.5% | 5,372,551 | $354.6M |
| Starboard Value | 6.56% | No change | 5,250,656 | $346.5M |
| Commonwealth Equity Services, LLC | 0.46% | Reduce -10.8% | 5,170,837 | $341.3M |
| Cerity Partners LLC | 0.49% | Add +2.2% | 5,102,306 | $336.8M |
| US Bancorp \de | 0.39% | Reduce -1.7% | 5,088,696 | $335.9M |
| Corient Private Wealth LP | 0.44% | Add +41.0% | 4,869,460 | $321.5M |
| Creative Planning | 0.22% | Reduce -0.6% | 4,760,563 | $314.2M |
| Fifth Third Bancorp | 0.98% | Reduce -0.2% | 4,680,367 | $308.9M |
| Circle Wealth Management, LLC | 4.69% | Add +8.8% | 4,614,881 | $304.6M |
| Municipal Employees' Retirement System of Michigan | 3.43% | Add +0.9% | 4,596,783 | $303.4M |
| Cetera Investment Advisers | 0.26% | Add +6.7% | 3,631,061 | $239.7M |
| Davis R M Inc. | 4.06% | Add +10.7% | 3,569,736 | $235.6M |
| Baird Financial Group, Inc. | 0.36% | Add +0.4% | 3,465,910 | $228.8M |
| MML Investors Services, LLC | 0.53% | Add +9.0% | 3,309,147 | $218.4M |
| Valeo Financial Advisors, LLC | 4.76% | Reduce -9.5% | 3,346,008 | $214.0M |
| Franklin Resources Inc. | 0.05% | Add +5.0% | 3,172,308 | $209.4M |
| Steward Partners Investment Advisory, LLC | 1.11% | Add +6.0% | 3,079,521 | $203.2M |
| Citizens Financial Group Inc. | 2.68% | Reduce -3.8% | 3,032,779 | $200.2M |
| First Financial Bankshares Inc | 3.88% | Add +4.8% | 2,920,753 | $192.8M |
| Rockefeller Capital Management L.P. | 0.34% | Add +20.3% | 2,888,646 | $190.7M |
| Osaic Holdings, Inc. | 0.28% | Reduce -2.4% | 2,860,883 | $188.9M |
| Comerica Bank | 0.73% | Reduce -0.2% | 2,775,837 | $183.2M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Reduce -2.0% | 2,550,909 | $175.5M |
| Haverford Trust Co | 1.52% | Add +0.5% | 2,585,227 | $170.6M |
| BLB&B Advisors, LLC | 6.87% | Add +6.4% | 2,491,663 | $164.4M |
| Stifel Financial Corp. | 0.15% | Add +3.3% | 2,479,082 | $163.6M |
| Atlantic Union Bankshares Corp | 3.03% | Reduce -1.3% | 2,448,134 | $161.6M |
| Focus Partners Wealth | 0.18% | Add +20.6% | 2,416,210 | $159.5M |
| Captrust Financial Advisors | 0.29% | Add +4.0% | 2,327,527 | $153.6M |
| Sand Hill Global Advisors, LLC | 5.26% | Add +1.0% | 2,283,286 | $150.7M |
| Mercer Global Advisors Inc. | 0.23% | Reduce -1.2% | 2,275,104 | $149.9M |
| Alaska Permanent Capital Management, LLC | 11.10% | Reduce -3.3% | 2,220,425 | $146.6M |
| Members Trust Co | 4.66% | Add +0.1% | 2,164,597 | $142.9M |
| Cresset Asset Management, LLC | 0.59% | Add +1.3% | 2,110,354 | $139.3M |
| Sigma Investment Counselors Inc. | 6.83% | Reduce -0.9% | 2,035,302 | $134.3M |
| Cahaba Wealth Management, Inc. | 9.00% | Add +4.6% | 1,958,248 | $129.2M |
| Whittier Trust Co. | 1.36% | Add +0.5% | 1,820,410 | $125.2M |
| SWF LLC | 12.47% | No change | 1,868,846 | $123.3M |
| Bleakley Financial Group, LLC | 2.12% | Add +488.5% | 1,850,827 | $122.2M |
| Connecticut Wealth Management, LLC | 5.28% | Reduce -2.4% | 1,840,661 | $121.5M |
| Farmers & Merchants Investments Inc. | 3.34% | Add +3.4% | 1,832,117 | $120.9M |
| UMB Bank, n.a. | 1.60% | Reduce -4.8% | 1,820,602 | $120.2M |
| Hamilton Capital, LLC | 5.99% | — | 1,815,813 | $119.8M |
| Fiduciary Trust Co | 1.35% | Reduce -1.6% | 1,804,699 | $119.1M |
| Badgley Phelps Wealth Managers, LLC | 2.16% | Add +4.5% | 1,787,803 | $118.0M |
| Acropolis Investment Management, LLC | 5.12% | Add +2.2% | 1,725,917 | $113.9M |
| Moneta Group Investment Advisors LLC | 0.86% | Add +0.9% | 1,722,738 | $113.7M |
| Bokf, NA | 1.69% | Reduce -0.5% | 1,676,690 | $110.7M |
| Greenleaf Trust | 0.99% | Reduce -27.3% | 1,644,259 | $108.5M |
| Bessemer Group Inc. | 0.17% | Add +15.6% | 1,635,791 | $108.0M |
| Linscomb Wealth, Inc. | 4.47% | Add +1.5% | 1,614,065 | $106.5M |
| Flputnam Investment Management Co. | 1.54% | Reduce -2.0% | 1,602,356 | $105.8M |
| AlTi Global, Inc. | 2.27% | Reduce -12.4% | 1,600,683 | $105.6M |
| Lutz Financial Services LLC | 7.08% | Add +6.0% | 1,578,398 | $104.2M |
| First Interstate Bank | 5.37% | Add +1.3% | 1,517,564 | $100.2M |
| Klingman & Associates, LLC | 4.82% | Add +4.7% | 1,512,766 | $99.8M |
| Chandler Asset Management, Inc. | 15.41% | Add +4.3% | 1,475,728 | $97.4M |
| Constellation Investments, Inc. | 2.89% | Reduce -5.7% | 1,420,000 | $93.7M |
| Ally Invest Advisors Inc. | 6.46% | Add +3.1% | 1,417,770 | $93.6M |
| Sage Financial Group Inc. | 6.17% | Add +2.8% | 1,412,434 | $93.2M |
| Accredited Investors Inc. | 4.95% | Reduce -14.4% | 1,412,318 | $93.2M |
| M&T Bank Corp | 0.30% | Reduce -3.0% | 1,398,363 | $92.3M |
| Lee Financial Co | 12.44% | Add +2.3% | 1,395,429 | $92.1M |
| State Street Corp. | 0.00% | Reduce -3.6% | 1,370,999 | $90.5M |
| Legacy Wealth Management, LLC | 5.13% | Reduce -1.9% | 1,349,996 | $89.1M |
"% 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.