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Security record

IJH

iShares Core S&P Mid-Cap ETF · Financial Services · Asset Management

73.43 +0.5% mkt cap $119.47B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
101Tracked holders
+2Δ holders
850.76MShares held
$65.56BReported value
+7New positions
−5Exits
Rising Conviction score 58/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.0% · share flow +4.0% · net new positions +2.0% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — −1
Q4 2024 9 -1 5.75M $357.98M +2 −3
Q3 2024 9 +1 1.14M $71.11M +2 −1
Q2 2024 8 — 645.63K $37.78M — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northwestern Mutual Wealth… 132.84M +3.1% $10.24B 5.5% ▲ Add 3 SEC ↗
2 Bank Of America Corp /De/ 67.30M +0.2% $5.19B 0.3% ▲ Add 3 SEC ↗ ×6
3 Bank of New York Mellon Corp 60.50M +3.0% $4.66B 0.8% ▲ Add 3 SEC ↗ ×12
4 Wells Fargo & Company/Mn 57.01M +6.5% $4.40B 0.8% ▲ Add 3 SEC ↗ ×5
5 Fidelity (FMR) ✦ 54.84M +3.5% $4.23B 0.2% ▲ Add 5 SEC ↗ ×2
6 Goldman Sachs Group ✦ 43.36M +7.1% $3.34B 0.4% ▲ Add 4 SEC ↗ ×6
7 Morgan Stanley ✦ 41.14M +11.6% $3.17B 0.2% ▲ Add 4 SEC ↗ ×9
8 Raymond James Financial Inc 39.06M +7.2% $3.01B 0.8% ▲ Add 3 SEC ↗ ×4
9 Envestnet Asset Management Inc 37.20M +3.2% $2.87B 0.7% ▲ Add 3 SEC ↗
10 BlackRock ✦ (passive) 29.08M +4.0% $2.24B 0.0% ▲ Add 5 SEC ↗ ×9
11 UBS Group AG 25.92M +6.9% $2.00B 0.3% ▲ Add 3 SEC ↗ ×5
12 Northern Trust Corp 24.55M +3.0% $1.89B 0.2% ▲ Add 3 SEC ↗ ×2
13 LPL Financial LLC 22.96M -0.5% $1.77B 0.4% ▼ Trim 3 SEC ↗
14 Royal Bank Of Canada 22.45M +1.9% $1.73B 0.3% ▲ Add 3 SEC ↗ ×13
15 JPMorgan Chase ✦ 17.93M +6.6% $1.37B 0.1% ▲ Add 4 SEC ↗ ×11
16 Mariner, LLC 16.40M +1.8% $1.26B 1.3% ▲ Add 3 SEC ↗ ×3
17 Pnc Financial Services Group, Inc. 16.28M +2.6% $1.26B 0.6% ▲ Add 3 SEC ↗ ×8
18 Truist Financial Corp 10.62M +6.7% $818.70M 1.0% ▲ Add 3 SEC ↗ ×3
19 Jones Financial Companies Lllp 9.27M +12.1% $707.73M 0.3% ▲ Add 3 SEC ↗ ×2
20 Starboard Value ✦ 8.88M +52.3% $684.57M 15.1% ▲ Add 7 SEC ↗
21 Ameriprise Financial Inc 8.22M -5.4% $634.48M 0.1% ▼ Trim 3 SEC ↗ ×4
22 Fifth Third Bancorp 8.15M +10.1% $628.44M 1.0% ▲ Add 3 SEC ↗
23 Financial Engines Advisors L.L.C. 7.76M -1.7% $598.75M 1.1% ▼ Trim 3 SEC ↗
24 HighTower Advisors, LLC 7.02M -9.3% $541.25M 0.5% ▼ Trim 3 SEC ↗
25 Bank Of Montreal /Can/ 6.63M -0.7% $511.58M 0.2% ▼ Trim 3 SEC ↗ ×7
26 Corient Private Wealth LP 6.15M +25.1% $474.44M 0.6% ▲ Add 3 SEC ↗
27 Cerity Partners LLC 6.01M +6.0% $463.37M 0.6% ▲ Add 3 SEC ↗ ×5
28 Us Bancorp \De\ 5.17M +1.8% $398.35M 0.4% ▲ Add 3 SEC ↗ ×3
29 Creative Planning 4.89M +1.0% $376.91M 0.2% ▲ Add 3 SEC ↗ ×2
30 Commonwealth Equity Services, Llc 4.31M -11.2% $332.59M 0.4% ▼ Trim 3 SEC ↗
31 Rockefeller Capital Management L.P. 3.70M +18.8% $285.35M 0.4% ▲ Add 3 SEC ↗ ×7
32 Cetera Investment Advisers 3.62M +2.4% $278.82M 0.3% ▲ Add 3 SEC ↗
33 Baird Financial Group, Inc. 3.52M -0.6% $271.29M 0.4% ▼ Trim 3 SEC ↗ ×2
34 Mml Investors Services, Llc 3.44M +18.9% $265.58M 0.5% ▲ Add 3 SEC ↗
35 Osaic Holdings, Inc. 3.44M +10.3% $265.35M 0.3% ▲ Add 3 SEC ↗ ×5
36 Franklin Resources Inc 3.12M -0.5% $240.83M 0.1% ▼ Trim 3 SEC ↗ ×6
37 Stifel Financial Corp 2.50M -0.8% $192.80M 0.2% ▼ Trim 3 SEC ↗ ×4
38 Focus Partners Wealth 2.45M -0.7% $189.27M 0.2% ▼ Trim 3 SEC ↗
39 Captrust Financial Advisors 2.28M +0.4% $176.19M 0.3% ▲ Add 3 SEC ↗
40 Wealth Enhancement Advisory… 2.04M +1.5% $146.34M 0.2% ▲ Add 3 SEC ↗
41 Mercer Global Advisors Inc /Adv 1.67M -13.8% $128.97M 0.2% ▼ Trim 3 SEC ↗
42 FIL Ltd 1.46M +12.8% $112.74M 0.1% ▲ Add 3 SEC ↗ ×2
43 State Street Global Advisors ✦ (passive) 1.39M +0.5% $107.52M 0.0% ▲ Add 7 SEC ↗
44 Alliancebernstein L.P. 1.23M +4.7% $83.16M 0.0% ▲ Add 3 SEC ↗
45 CIBC Bancorp USA Inc. 997.26K +36.5% $76.90M 0.1% ▲ Add 2 SEC ↗ ×3
46 Manufacturers Life Insurance… 965.35K +1.9% $74.44M 0.1% ▲ Add 3 SEC ↗
47 Hsbc Holdings Plc 775.47K -0.6% $59.79M 0.0% ▼ Trim 3 SEC ↗ ×2
48 Voya Investment Management Llc 772.09K +3.8% $59.54M 0.1% ▲ Add 3 SEC ↗ ×2
49 Lido Advisors, LLC 735.63K +0.2% $56.73M 0.2% ▲ Add 3 SEC ↗ ×2
50 Blair William & Co/Il 685.53K -0.3% $52.86M 0.1% ▼ Trim 3 SEC ↗
51 Bank Of Nova Scotia 671.00K 0.0% $51.74M 0.1% Held 3 SEC ↗
52 Principal Financial Group Inc 607.62K -47.8% $46.85M 0.0% ▼ Trim 3 SEC ↗ ×3
53 Lazard Asset Management Llc 548.80K -2.3% $42.32M 0.1% ▼ Trim 3 SEC ↗
54 AQR Capital Management ✦ 531.47K +38.2% $40.98M 0.0% ▲ Add 9 SEC ↗ ×3
55 Kayne Anderson Rudnick Investment… 525.12K +260.5% $40.46M 0.1% ▲ Add 3 SEC ↗
56 Quantinno Capital Management LP 476.64K +65.3% $36.75M 0.0% ▲ Add 3 SEC ↗
57 Barclays Plc 428.40K -4.3% $33.03M 0.0% ▼ Trim 3 SEC ↗
58 Nomura Asset Management… 405.05K -19.8% $31.23M 0.0% ▼ Trim 3 SEC ↗
59 Brown Advisory Inc 404.31K +2.4% $31.18M 0.0% ▲ Add 3 SEC ↗ ×3
60 Cibc World Market Inc. 395.46K +92.3% $30.49M 0.1% ▲ Add 3 SEC ↗
61 Citigroup Inc 378.36K +36.7% $29.18M 0.0% ▲ Add 3 SEC ↗ ×2
62 Allspring Global Investments… 313.80K +0.8% $23.99M 0.0% ▲ Add 3 SEC ↗ ×2
63 Two Sigma Investments ✦ 256.70K New $19.79M 0.0% New 1 SEC ↗
64 Toronto Dominion Bank 233.44K New $18.00M 0.0% New 1 SEC ↗
65 Td Asset Management Inc 140.21K -20.4% $10.81M 0.0% ▼ Trim 3 SEC ↗
66 Gotham Asset Management ✦ 128.46K +21.0% $9.91M 0.0% ▲ Add 9 SEC ↗
67 UBS AM, a distinct business unit of… 125.12K -54.3% $9.65M 0.0% ▼ Trim 3 SEC ↗
68 TD Waterhouse Canada Inc. 124.36K -3.1% $9.51M 0.0% ▼ Trim 3 SEC ↗
69 Rhumbline Advisers 117.97K -63.7% $9.10M 0.0% ▼ Trim 3 SEC ↗
70 Chevy Chase Trust Holdings, LLC 112.29K -1.2% $8.66M 0.0% ▼ Trim 3 SEC ↗
71 American Century Companies Inc 102.20K +14.8% $7.88M 0.0% ▲ Add 3 SEC ↗
72 Russell Investments Group, Ltd. 90.16K +1.2% $6.95M 0.0% ▲ Add 3 SEC ↗
73 Neuberger Berman Group LLC 78.41K -0.9% $6.05M 0.0% ▼ Trim 3 SEC ↗ ×2
74 Fisher Asset Management ✦ 77.00K +1.4% $5.94M 0.0% ▲ Add 9 SEC ↗
75 State Of Wisconsin Investment Board 71.79K -40.2% $5.54M 0.0% ▼ Trim 3 SEC ↗
76 Susquehanna International Group, Llp 55.47K -26.6% $4.28M 0.0% ▼ Trim 2 SEC ↗
77 Tudor Investment Corp Et Al 55.06K New $4.25M 0.0% New 1 SEC ↗
78 Marshall Wace ✦ 52.20K New $4.03M 0.0% New 1 SEC ↗ ×2
79 First Manhattan Co. Llc. 47.44K +99.0% $3.66M 0.0% ▲ Add 3 SEC ↗
80 Ensign Peak Advisors, Inc 45.37K 0.0% $3.50M 0.0% Held 3 SEC ↗
81 Assetmark, Inc 43.89K +8.9% $3.38M 0.0% ▲ Add 3 SEC ↗
82 Massachusetts Financial Services Co… 38.69K -72.0% $2.98M 0.0% ▼ Trim 3 SEC ↗
83 Nuveen, LLC 37.97K New $2.93M 0.0% New 1 SEC ↗
84 Mirae Asset Global Investments Co.… 34.88K +1.8% $2.69M 0.0% ▲ Add 3 SEC ↗
85 T. Rowe Price ✦ 30.73K -0.3% $2.37M 0.0% ▼ Trim 9 SEC ↗
86 Invesco Ltd. 30.12K +18.5% $2.32M 0.0% ▲ Add 3 SEC ↗ ×3
87 Deutsche Bank Ag\ 29.57K 0.0% $2.28M 0.0% Held 3 SEC ↗ ×3
88 Empower Advisory Group, LLC 29.06K +6.4% $2.24M 0.0% ▲ Add 3 SEC ↗
89 Millennium Management ✦ 21.93K New $1.69M 0.0% New 1 SEC ↗
90 Sei Investments Co 20.93K +52.3% $1.61M 0.0% ▲ Add 3 SEC ↗
91 Prudential Financial Inc 20.30K -19.1% $1.57M 0.0% ▼ Trim 3 SEC ↗
92 Squarepoint Ops LLC 18.20K New $1.40M 0.0% New 1 SEC ↗
93 Clearbridge Investments, LLC 16.23K 0.0% $1.25M 0.0% Held 3 SEC ↗
94 Jane Street Group, Llc 14.06K -13.6% $1.08M 0.0% ▼ Trim 3 SEC ↗ ×2
95 Legal & General Group Plc 13.10K +39.4% $1.01M 0.0% ▲ Add 3 SEC ↗
96 First Trust Advisors Lp 8.43K -2.9% $650,058 0.0% ▼ Trim 3 SEC ↗
97 Bnp Paribas Financial Markets 8.38K -99.6% $646,105 0.0% ▼ Trim 3 SEC ↗
98 National Bank Of Canada /Fi/ 6.54K -74.0% $498,932 0.0% ▼ Trim 3 SEC ↗ ×2
99 GAMCO Investors ✦ 3.94K -93.2% $303,505 0.0% ▼ Trim 5 SEC ↗
100 Wealthfront Advisers LLC 3.35K -11.6% $258,627 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Two Sigma Investments $19.79M 0.0%
Toronto Dominion Bank $18.00M 0.0%
Tudor Investment Corp Et Al $4.25M 0.0%
Marshall Wace $4.03M 0.0%
Nuveen, LLC $2.93M 0.0%
Millennium Management $1.69M 0.0%
Squarepoint Ops LLC $1.40M 0.0%

Exited

Bank Julius Baer & Co. Ltd… $1.76M was 0.0%
Rakuten Investment… $1.46M was 0.0%
Renaissance Technologies $337,650 was 0.0%
Tidal Investments LLC $208,263 was 0.0%
Simplex Trading, Llc $16,207 was 0.0%

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: Q2 2026 · Methodology · Get this via the API