IJH
iShares Core S&P Mid-Cap ETF
1W: -0.7%
1M: +0.4%
3M: +1.1%
YTD: +8.9%
1Y: +20.0%
3Y: +57.2%
5Y: +43.9%
$73.50
+0.60 (+0.82%)
Weekly Expected Move ±2.1%
$69
$71
$72
$74
$75
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IJH
2,763
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
77B
Total Invested
137
New Positions
1025
Increased
1249
Reduced
267
Closed
0.57
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2907 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 128,823,592 | 9.5B | +3,557,079 | +2.8% | 13Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 67,162,982 | 4.9B | -1,934,894 | -2.8% | 13Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 58,734,173 | 4.3B | +188,450 | +0.3% | 13Q | SEC ↗ |
| 4 | FMR LLC | 52,974,655 | 3.9B | +5,260,312 | +11.0% | 13Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 52,370,849 | 3.8B | -133,621 | -0.3% | 12Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 40,473,497 | 3.0B | -15,915,328 | -28.2% | 13Q | SEC ↗ |
| 7 | MORGAN STANLEY | 36,986,458 | 2.7B | -56,587 | -0.2% | 12Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 36,437,011 | 2.7B | +612,629 | +1.7% | 6Q | SEC ↗ |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 36,038,875 | 2.6B | +1,838,697 | +5.4% | 13Q | SEC ↗ |
| 10 | BlackRock, Inc. | 27,964,904 | 2.1B | +1,273,384 | +4.8% | 7Q | SEC ↗ |
| 11 | UBS Group AG | 24,237,029 | 1.8B | +1,119,726 | +4.8% | 13Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 23,838,148 | 1.8B | +371,982 | +1.6% | 13Q | SEC ↗ |
| 13 | LPL Financial LLC | 23,069,377 | 1.7B | -6,054,433 | -20.8% | 13Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 22,027,238 | 1.6B | -3,202,254 | -12.7% | 13Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 16,820,236 | 1.2B | +612,019 | +3.8% | 13Q | SEC ↗ |
| 16 | Mariner, LLC | 16,112,547 | 1.2B | +1,070,257 | +7.1% | 13Q | SEC ↗ |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 15,872,639 | 1.2B | +260,163 | +1.7% | 13Q | SEC ↗ |
| 18 | First Command Advisory Services, Inc. | 15,798,650 | 1.2B | +128,849 | +0.8% | 13Q | SEC ↗ |
| 19 | Acorns Advisers, LLC | 13,833,265 | 1.0B | +181,136 | +1.3% | 13Q | SEC ↗ |
| 20 | REGIONS FINANCIAL CORP | 10,146,012 | $746M | +174,731 | +1.8% | 13Q | SEC ↗ |
| 21 | TRUIST FINANCIAL CORP | 9,954,225 | $732M | +686,726 | +7.4% | 13Q | SEC ↗ |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 9,151,043 | $673M | +93,832 | +1.0% | 13Q | SEC ↗ |
| 23 | AMERIPRISE FINANCIAL INC | 8,695,131 | $639M | -205,594 | -2.3% | 13Q | SEC ↗ |
| 24 | NORTHWESTERN MUTUAL INVESTMENT MANAGEM | 8,565,258 | $630M | -2,632,676 | -23.5% | 13Q | SEC ↗ |
| 25 | Catalyst Capital Advisors LLC | 8,281,613 | $609M | +489,160 | +6.3% | 13Q | SEC ↗ |
| 26 | Millburn Ridgefield LLC /DE | 8,281,613 | $609M | +489,160 | +6.3% | 13Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 8,269,770 | $608M | +1,442,304 | +21.1% | 13Q | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 7,899,274 | $581M | -324,509 | -3.9% | 13Q | SEC ↗ |
| 29 | &PARTNERS | 7,777,803 | $572M | +784,063 | +11.2% | 13Q | SEC ↗ |
| 30 | HighTower Advisors, LLC | 7,735,222 | $569M | -145,852 | -1.9% | 13Q | SEC ↗ |
| 31 | Wealthspire Advisors, LLC | 7,709,430 | $567M | +66,478 | +0.9% | 13Q | SEC ↗ |
| 32 | FIFTH THIRD BANCORP | 7,404,697 | $544M | +2,724,330 | +58.2% | 13Q | SEC ↗ |
| 33 | Pathstone Holdings, LLC | 7,085,087 | $521M | +78,483 | +1.1% | 10Q | SEC ↗ |
| 34 | BANK OF MONTREAL /CAN | 6,683,607 | $491M | +88,401 | +1.3% | 13Q | SEC ↗ |
| 35 | Starboard Value LP | 5,830,656 | $429M | +580,000 | +11.0% | 6Q | SEC ↗ |
| 36 | BRIDGES INVESTMENT MANAGEMENT INC | 5,782,188 | $425M | -233,038 | -3.9% | 13Q | SEC ↗ |
| 37 | Cerity Partners LLC | 5,668,264 | $417M | +565,958 | +11.1% | 13Q | SEC ↗ |
| 38 | MAI Capital Management | 5,482,046 | $403M | +52,840 | +1.0% | 13Q | SEC ↗ |
| 39 | Alesco Advisors, LLC, An ESL Co | 5,389,687 | $396M | +17,136 | +0.3% | 13Q | SEC ↗ |
| 40 | US BANCORP \DE | 5,076,431 | $373M | -12,265 | -0.2% | 13Q | SEC ↗ |
| 41 | Corient Private Wealth LLC | 4,920,135 | $362M | -4,534,856 | -48.0% | 13Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 4,857,647 | $357M | -313,190 | -6.1% | 13Q | SEC ↗ |
| 43 | Creative Planning | 4,838,549 | $356M | +77,986 | +1.6% | 13Q | SEC ↗ |
| 44 | HUNTINGTON NATIONAL BANK | 4,670,654 | $343M | +147,357 | +3.3% | 13Q | SEC ↗ |
| 45 | Municipal Employees' Retirement System | 4,596,783 | $338M | +41,576 | +0.9% | 12Q | SEC ↗ |
| 46 | Circle Wealth Management, LLC | 4,587,095 | $337M | -27,786 | -0.6% | 11Q | SEC ↗ |
| 47 | DAVIS R M INC | 3,660,276 | $269M | +90,540 | +2.5% | 13Q | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 3,539,416 | $260M | +73,506 | +2.1% | 13Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 3,532,959 | $260M | -98,102 | -2.7% | 13Q | SEC ↗ |
| 50 | Valeo Financial Advisors, LLC | 3,212,980 | $236M | -133,028 | -4.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 927,166 | $68M |
| CIBC Bancorp USA Inc. | 730,471 | $54M |
| Planning Project LLC | 509,321 | $37M |
| GLENMEDE TRUST CO NA | 329,727 | $24M |
| Jump Financial, LLC | 300,964 | $22M |
| KINTRA WEALTH, LLC | 264,695 | $19M |
| Aznar Financial Advisors, LLC | 224,097 | $16M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 184,206 | $14M |
| CLEAR WAVE WEALTH MANAGEMENT LLC | 175,420 | $13M |
| RiverGlades Family Offices LLC | 174,164 | $13M |
| Vanguard National Trust Co | 155,049 | $11M |
| GREENBERG FINANCIAL GROUP | 147,594 | $11M |
| Angeles Investment Advisors, LLC | 137,500 | $10M |
| MidFirst Bank | 120,094 | $9M |
| Scarborough Advisors, LLC | 111,290 | $8M |
| Wealth Care LLC | 110,154 | $8M |
| FLOW TRADERS U.S. LLC | 107,374 | $8M |
| Madrid Financial Services | 102,126 | $8M |
| Sovereign Investment Advisors, LLC | 94,218 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 75,555 | $6M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Squarepoint Ops LLC | 1,674,252 | $123M |
| Janney Montgomery Scott LLC | 1,216,160 | $89M |
| Robinhood Asset Management, LLC | 506,215 | $37M |
| NewEdge Advisors, LLC | 458,904 | $34M |
| PARK AVENUE SECURITIES LLC | 310,653 | $23M |
| MASON STREET ADVISORS, LLC | 289,860 | $21M |
| MACQUARIE GROUP LTD | 257,720 | $19M |
| Financial Advocates Investment Mana | 202,409 | $15M |
| IFG Advisory, LLC | 180,903 | $13M |
| J.W. COLE ADVISORS, INC. | 178,380 | $13M |
| Divergent Planning, LLC | 146,334 | $11M |
| PLANWISER FINANCIAL, LLC | 119,165 | $9M |
| SOL Capital Management CO | 118,811 | $9M |
| III Capital Management | 112,000 | $8M |
| ELLERSON GROUP INC /ADV | 95,859 | $7M |
| Diversify Advisory Services, LLC | 89,411 | $7M |
| BRIGHTON JONES LLC | 88,791 | $7M |
| HRT FINANCIAL LP | 83,156 | $6M |
| PERRITT CAPITAL MANAGEMENT INC | 78,626 | $6M |
| Vertex Planning Partners, LLC | 74,670 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +5,260,312 | +11.0% | 52,974,655 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,557,079 | +2.8% | 128,823,592 |
| FIFTH THIRD BANCORP | +2,724,330 | +58.2% | 7,404,697 |
| BNP PARIBAS FINANCIAL MARKETS | +1,904,286 | +741.7% | 2,161,045 |
| ENVESTNET ASSET MANAGEMENT INC | +1,838,697 | +5.4% | 36,038,875 |
| Valpey Financial Services, LLC | +1,698,449 | +6492.3% | 1,724,610 |
| Mesirow Financial Investment Manage | +1,476,421 | +251.3% | 2,063,935 |
| JONES FINANCIAL COMPANIES LLLP | +1,442,304 | +21.1% | 8,269,770 |
| BlackRock, Inc. | +1,273,384 | +4.8% | 27,964,904 |
| Dynasty Wealth Management, LLC | +1,177,199 | +401.4% | 1,470,494 |
| UBS Group AG | +1,119,726 | +4.8% | 24,237,029 |
| Mariner, LLC | +1,070,257 | +7.1% | 16,112,547 |
| Beacon Pointe Advisors, LLC | +931,067 | +183.6% | 1,438,214 |
| Quotient Wealth Partners, LLC | +896,063 | +8113.6% | 907,107 |
| PRINCIPAL FINANCIAL GROUP INC | +792,401 | +213.1% | 1,164,240 |
| COURIER CAPITAL LLC | +787,057 | +161.8% | 1,273,536 |
| &PARTNERS | +784,063 | +11.2% | 7,777,803 |
| QUADRANT CAPITAL GROUP LLC | +739,606 | +102.3% | 1,462,260 |
| HORAN Wealth, LLC | +736,440 | +100.4% | 1,470,176 |
| Bleakley Financial Group, LLC | +709,317 | +38.3% | 2,560,144 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -15,915,328 | -28.2% | 40,473,497 |
| LPL Financial LLC | -6,054,433 | -20.8% | 23,069,377 |
| Corient Private Wealth LLC | -4,534,856 | -48.0% | 4,920,135 |
| ROYAL BANK OF CANADA | -3,202,254 | -12.7% | 22,027,238 |
| Rockefeller Capital Management L.P. | -2,661,942 | -46.1% | 3,114,696 |
| NORTHWESTERN MUTUAL INVESTMENT MANA | -2,632,676 | -23.5% | 8,565,258 |
| AXXCESS WEALTH MANAGEMENT, LLC | -2,319,491 | -68.9% | 1,048,923 |
| BANK OF AMERICA CORP /DE | -1,934,894 | -2.8% | 67,162,982 |
| Constellation Investments, Inc. | -965,000 | -68.0% | 455,000 |
| TIAA TRUST, NATIONAL ASSOCIATION | -934,026 | -83.7% | 182,167 |
| Provida Pension Fund Administrator | -919,665 | -73.6% | 329,995 |
| HSBC HOLDINGS PLC | -797,412 | -50.6% | 779,860 |
| Chandler Asset Management, Inc. | -564,870 | -38.3% | 910,858 |
| LONDON CO OF VIRGINIA | -555,516 | -70.3% | 234,427 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -536,413 | -21.0% | 2,014,496 |
| ZIONS BANCORPORATION, NATIONAL ASSO | -508,646 | -51.2% | 484,030 |
| Journey Advisory Group, LLC | -475,289 | -71.0% | 194,424 |
| JANE STREET GROUP, LLC | -448,261 | -96.5% | 16,265 |
| MML INVESTORS SERVICES, LLC | -412,674 | -12.5% | 2,896,473 |
| Connecticut Wealth Management, LLC | -398,147 | -21.6% | 1,442,514 |