iShares Core S&P Midcap ETFIJHETF

13F holders, Q1 2026 (March 31)
2,666holders +17
100new positions
82sold out
6famous investors
$67.41avg. 13F price*

At the end of Q1 2026, 2,666 institutions reported holding iShares Core S&P Midcap ETF (IJH) in their 13F filings, up 17 from Q4 2025. 100 opened new positions and 82 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($8.7B), Bank of America Corp. ($4.5B) and Bank of New York Mellon Corp ($4.0B). 6 famous investors held it, including Jeff Smith (8.6% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions100$154.6M
Exits82$264.2M

All 13F filers, Q4 2025 → Q1 2026: 65,078,500 shares bought and 34,841,477 shares sold, net +30,237,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,666 holders

Northwestern Mutual Wealth Management Co. 5.36% Add +3.2% 128,823,592 $8.7B
Bank of America Corp. 0.33% Reduce -2.8% 67,162,982 $4.5B
Bank of New York Mellon Corp 0.73% Add +0.3% 58,734,173 $4.0B
Wells Fargo & Company 0.72% Add +2.2% 53,508,393 $3.6B
FMR LLC 0.19% Add +11.0% 52,974,655 $3.6B
Goldman Sachs Group Inc. 0.36% Add +36.9% 40,473,497 $2.7B
Morgan Stanley 0.15% Reduce -0.3% 36,882,226 $2.5B
Raymond James Financial Inc. 0.76% Add +1.7% 36,437,011 $2.5B
Envestnet Asset Management Inc. 0.65% Add +5.4% 36,038,875 $2.4B
BlackRock, Inc. 0.03% Add +4.8% 27,964,904 $1.9B
UBS Group AG 0.29% Add +4.8% 24,237,029 $1.6B
Northern Trust Corp. 0.21% Add +1.6% 23,838,148 $1.6B
LPL Financial LLC 0.41% Reduce -20.8% 23,069,377 $1.6B
Royal Bank of Canada 0.28% Reduce -12.7% 22,027,238 $1.5B
JPMorgan Chase & Co. 0.07% Add +3.8% 16,820,236 $1.1B
Mariner, LLC 1.27% Add +7.1% 16,112,547 $1.1B
PNC Financial Services Group, Inc. 0.62% Add +1.7% 15,872,639 $1.1B
First Command Advisory Services, Inc. 7.19% Add +0.8% 15,798,650 $1.1B
Acorns Advisers, LLC 6.94% Add +1.3% 13,833,265 $934.2M
Regions Financial Corp. 4.45% Add +1.8% 10,146,012 $685.2M
Truist Financial Corp. 0.91% Add +7.4% 9,954,225 $672.2M
Keybank National Association 2.26% Add +1.0% 9,151,043 $618.0M
Ameriprise Financial Inc. 0.14% Reduce -2.3% 8,695,131 $587.3M
Northwestern Mutual Investment Management Company, LLC 8.77% Reduce -23.5% 8,565,258 $578.4M
Millburn Ridgefield LLC 12.03% Add +6.3% 8,281,613 $559.3M
Catalyst Capital Advisors LLC 10.42% Add +6.3% 8,281,613 $559.3M
Jones Financial Companies LLLP 0.26% Add +21.1% 8,269,770 $548.8M
Financial Engines Advisors L.L.C. 1.08% Reduce -4.0% 7,899,274 $533.4M
&partners 2.60% Add +11.2% 7,777,803 $526.0M
HighTower Advisors, LLC 0.55% Reduce -1.9% 7,735,222 $522.4M
Wealthspire Advisors, LLC 4.09% Add +0.9% 7,709,430 $520.6M
Fifth Third Bancorp 0.91% Add +58.2% 7,404,697 $500.0M
Pathstone Holdings, LLC 1.90% Add +1.1% 7,085,087 $478.5M
Bank of Montreal 0.19% Add +1.3% 6,683,607 $451.3M
Starboard Value 8.62% Add +11.1% 5,830,656 $393.7M
Bridges Investment Management Inc. 5.29% Reduce -3.9% 5,782,188 $390.5M
Municipal Employees' Retirement System of Michigan 4.37% Add +24.1% 5,705,045 $385.3M
Cerity Partners LLC 0.54% Add +11.1% 5,668,264 $382.8M
MAI Capital Management 2.10% Add +1.0% 5,482,046 $370.2M
Alesco Advisors, LLC, An ESL Co 9.29% Add +0.3% 5,389,687 $364.0M
US Bancorp \de 0.42% Reduce -0.2% 5,076,431 $342.8M
Corient Private Wealth LP 0.47% Add +1.0% 4,920,135 $329.2M
Commonwealth Equity Services, LLC 0.46% Reduce -6.1% 4,857,647 $328.0M
Creative Planning 0.22% Add +1.6% 4,838,549 $326.7M
Circle Wealth Management, LLC 4.42% Reduce -0.6% 4,587,095 $309.8M
Davis R M Inc. 4.39% Add +2.5% 3,660,276 $247.2M
Baird Financial Group, Inc. 0.37% Add +2.1% 3,539,416 $239.0M
Cetera Investment Advisers 0.25% Reduce -2.7% 3,532,959 $238.6M
Franklin Resources Inc. 0.05% Reduce -1.0% 3,139,545 $212.0M
Osaic Holdings, Inc. 0.31% Add +9.0% 3,119,270 $210.6M
Rockefeller Capital Management L.P. 0.37% Add +7.8% 3,114,696 $210.3M
Valeo Financial Advisors, LLC 5.01% Reduce -4.0% 3,212,980 $209.6M
Citizens Financial Group Inc. 2.87% Add +0.8% 3,056,960 $206.4M
Steward Partners Investment Advisory, LLC 1.05% Reduce -0.9% 3,052,163 $206.1M
MML Investors Services, LLC 0.54% Reduce -12.5% 2,896,473 $195.6M
First Financial Bankshares Inc 3.91% Reduce -1.9% 2,865,249 $193.5M
Bleakley Financial Group, LLC 2.70% Add +38.3% 2,560,144 $172.9M
BLB&B Advisors, LLC 7.13% Add +2.6% 2,556,602 $172.6M
Stifel Financial Corp. 0.16% Add +1.7% 2,520,964 $170.2M
Haverford Trust Co 1.54% Reduce -4.0% 2,482,054 $167.6M
Focus Partners Wealth 0.19% Add +2.3% 2,471,080 $166.9M
Alaska Permanent Capital Management, LLC 11.20% Add +6.7% 2,368,505 $159.8M
Sand Hill Global Advisors, LLC 5.34% Add +2.9% 2,349,194 $158.6M
Atlantic Union Bankshares Corp 3.04% Reduce -4.3% 2,342,248 $158.2M
Captrust Financial Advisors 0.27% Reduce -2.2% 2,276,302 $153.7M
Cresset Asset Management, LLC 0.63% Add +2.5% 2,162,743 $146.1M
BNP Paribas Financial Markets 0.10% Add +741.7% 2,161,045 $145.9M
Members Trust Co 4.79% Reduce -1.4% 2,134,458 $144.1M
Mesirow Financial Investment Management, Inc. 2.26% Add +251.3% 2,063,935 $139.4M
SWF LLC 11.93% Add +8.4% 2,026,021 $136.8M
Cahaba Wealth Management, Inc. 9.26% Add +3.2% 2,020,659 $136.5M
Sigma Investment Counselors Inc. 6.99% Reduce -3.8% 1,958,083 $132.2M
Mercer Global Advisors Inc. 0.19% Reduce -14.8% 1,939,554 $131.0M
Wealth Enhancement Advisory Services, LLC 0.29% Reduce -21.0% 2,014,496 $130.0M
Farmers & Merchants Investments Inc. 3.51% Add +2.9% 1,885,265 $127.3M
Hamilton Capital, LLC 6.49% Add +2.1% 1,854,431 $125.2M
Whittier Trust Co. 1.41% Add +0.1% 1,821,978 $124.7M
Badgley Phelps Wealth Managers, LLC 2.42% Add +0.6% 1,797,937 $121.4M
Fiduciary Trust Co 1.41% Reduce -1.9% 1,770,894 $119.6M
UMB Bank, n.a. 1.67% Reduce -3.0% 1,765,898 $119.3M
Moneta Group Investment Advisors LLC 0.88% Add +0.1% 1,725,321 $116.5M
Acropolis Investment Management, LLC 5.13% Reduce -0.3% 1,720,404 $116.2M
Bokf, NA 1.74% Add +0.3% 1,682,638 $113.6M
Bessemer Group Inc. 0.18% Add +2.2% 1,671,479 $112.9M
AlTi Global, Inc. 2.38% Add +1.3% 1,621,396 $109.5M
Lutz Financial Services LLC 7.25% Add +1.3% 1,598,474 $107.9M
Flputnam Investment Management Co. 1.58% Reduce -1.9% 1,571,330 $106.1M
Greenleaf Trust 1.04% Reduce -4.8% 1,565,305 $105.7M
Klingman & Associates, LLC 5.09% Add +2.9% 1,556,145 $105.1M
First Interstate Bank 5.88% Add +2.1% 1,548,799 $104.6M
Dynasty Wealth Management, LLC 0.87% Add +401.4% 1,470,494 $99.3M
Avidian Wealth Enterprises, LLC 3.13% Add +36.6% 1,460,891 $98.7M
Ally Invest Advisors Inc. 6.64% Add +3.0% 1,460,194 $98.6M
Sage Financial Group Inc. 6.39% Add +3.0% 1,454,616 $98.2M
HORAN Wealth, LLC 9.33% Add +100.4% 1,470,176 $98.2M
Connecticut Wealth Management, LLC 4.08% Reduce -21.6% 1,442,514 $97.4M
Beacon Pointe Advisors, LLC 0.52% Add +183.6% 1,438,214 $97.1M
Cambridge Investment Research Advisors, Inc. 0.25% Add +24.2% 1,424,309 $96.2M
Accredited Investors Inc. 5.15% Add +0.1% 1,413,879 $95.5M
Lee Financial Co 13.34% Add +0.3% 1,399,885 $94.5M

"% 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 2,666 holders