ISHARES CORE S&P MIDCAP ETF IJH
$76.09
-0.5% 52w: $59.65 – $77.11
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data59.6568.3877.11
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.6K
+11 QoQ
13F value
$85.23B
+3.7% QoQ
Smart-money holders
126
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
4.4×
$42.3M calls / $9.5M puts
Institutional value by quarter
Number of holders
Who owns IJH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 128.8M | $8.70B | 5.4% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 67.2M | $4.54B | 0.3% | -2.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 58.7M | $3.97B | 0.7% | +0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 53.5M | $3.61B | 0.7% | +2.2% |
| FMR LLC | Long only active | 53.0M | $3.58B | 0.2% | +11.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 40.5M | $2.73B | 0.4% | +36.9% |
| MORGAN STANLEY | Bank broker | 36.9M | $2.49B | 0.2% | -0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 36.4M | $2.46B | 0.8% | +1.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 36.0M | $2.43B | 0.7% | +5.4% |
| BlackRock, Inc. | Index provider | 28.0M | $1.89B | 0.0% | +4.8% |
| UBS Group AG | Bank broker | 24.2M | $1.64B | 0.3% | +4.8% |
| NORTHERN TRUST CORP | Index provider | 23.8M | $1.61B | 0.2% | +1.6% |
| LPL Financial LLC | Bank broker | 23.1M | $1.56B | 0.4% | -20.8% |
| ROYAL BANK OF CANADA | Bank broker | 22.0M | $1.49B | 0.3% | -12.7% |
| JPMORGAN CHASE & CO | Bank broker | 16.8M | $1.10B | 0.1% | +3.8% |
| Mariner, LLC | Diversified mechanical | 16.1M | $1.09B | 1.3% | +7.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 15.9M | $1.07B | 0.6% | +1.7% |
| First Command Advisory Services, Inc. | Wealth advisor | 15.8M | $1.07B | 7.2% | +0.8% |
| Acorns Advisers, LLC | Wealth advisor | 13.8M | $934.2M | 6.9% | +1.3% |
| REGIONS FINANCIAL CORP | Other | 10.1M | $685.2M | 4.4% | +1.8% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 10.0M | $672.2M | 0.9% | +7.4% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 9.2M | $618.0M | 2.3% | +1.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.7M | $587.3M | 0.1% | -2.3% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | Insurance | 8.6M | $578.4M | 8.8% | -23.5% |
| Catalyst Capital Advisors LLC | Wealth advisor | 8.3M | $559.3M | 10.4% | +6.3% |
| Millburn Ridgefield LLC /DE/ | Wealth advisor | 8.3M | $559.3M | 12.0% | +6.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 8.3M | $548.8M | 0.3% | +21.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 7.9M | $533.4M | 1.1% | -3.9% |
| &PARTNERS | Diversified mechanical | 7.8M | $526.0M | 2.6% | +11.2% |
| HighTower Advisors, LLC | Diversified mechanical | 7.7M | $522.4M | 0.6% | -1.9% |
| Wealthspire Advisors, LLC | Wealth advisor | 7.7M | $520.6M | 4.1% | +0.9% |
| FIFTH THIRD BANCORP | Diversified mechanical | 7.4M | $500.0M | 0.9% | +58.2% |
| Pathstone Holdings, LLC | Diversified mechanical | 7.1M | $478.5M | 1.9% | +1.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 6.7M | $451.3M | 0.2% | +1.3% |
| Starboard Value LP ★3 | Activist | 5.8M | $393.7M | 8.6% | +11.0% |
| BRIDGES INVESTMENT MANAGEMENT INC | Other | 5.8M | $390.5M | 5.3% | -3.9% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 5.7M | $385.3M | 4.4% | +24.1% |
| Cerity Partners LLC | Diversified mechanical | 5.7M | $382.8M | 0.5% | +11.1% |
| MAI Capital Management | Wealth advisor | 5.5M | $370.2M | 2.1% | +1.0% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 5.4M | $364.0M | 9.3% | +0.3% |
| US BANCORP \DE\ | Wealth advisor | 5.1M | $342.8M | 0.4% | -0.2% |
| Corient Private Wealth LLC | Diversified mechanical | 4.9M | $329.2M | 0.5% | -48.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 4.9M | $328.0M | 0.5% | -6.1% |
| Creative Planning | Wealth advisor | 4.8M | $326.7M | 0.2% | +1.6% |
| Circle Wealth Management, LLC | Other | 4.6M | $309.8M | 4.4% | -0.6% |
| DAVIS R M INC | Other | 3.7M | $247.2M | 4.4% | +2.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 3.5M | $239.0M | 0.4% | +2.1% |
| Cetera Investment Advisers | Wealth advisor | 3.5M | $238.6M | 0.3% | -2.7% |
| FRANKLIN RESOURCES INC | Long only active | 3.1M | $212.0M | 0.1% | -1.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 3.1M | $210.6M | 0.3% | +9.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.