Security record · archived quarter
IJH
iShares Core S&P Mid-Cap ETF · Financial Services · Asset Management
3Tracked holders
0Δ holders
2.26MShares held
$157.19MReported value
+0New positions
−0Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.26M | $157.19M | n/a | n/a |
| Q2 2026 | 101 | +2 | 850.76M | $65.56B | +7 | −5 |
| Q1 2026 | 100 | 0 | 818.32M | $55.21B | +4 | −4 |
| Q4 2025 | 99 | +1 | 798.05M | $52.67B | +2 | −1 |
| Q3 2025 | 14 | 0 | 172.48M | $11.26B | +1 | −1 |
| Q2 2025 | 11 | 0 | 69.41M | $4.30B | +1 | −1 |
| Q1 2025 | 8 | -1 | 5.44M | $317.27M | n/a | −1 |
| Q4 2024 | 9 | -1 | 5.75M | $357.98M | +2 | −3 |
| Q3 2024 | 9 | +1 | 1.14M | $71.11M | +2 | −1 |
| Q2 2024 | 8 | n/a | 645.63K | $37.78M | n/a | n/a |
Who holds it · Q3 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 2.09M | +2.1% | $144.35M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 130.71K | +5.1% | $9.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Assetmark, Inc | 46.34K | +5.6% | $3.33M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,616 holders, 1.25B shares, $81.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2026 ·
Methodology ·
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