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iShares Core S&P Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.19B +$236M +4,659,215 +5%
Morgan Stanley
2
Morgan Stanley
New York
$3.83B +$1.7B +33,466,115 +94%
Bank of America
3
Bank of America
North Carolina
$3.33B -$5.62M -110,720 -0.2%
Wells Fargo
4
Wells Fargo
California
$2.74B -$48M -946,110 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.68B +$80.6M +1,588,175 +3%
LPL Financial
6
LPL Financial
California
$2.21B -$7.63M -150,390 -0.4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.08B -$2.35B -46,404,710 -55%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.34B +$197M +3,888,540 +19%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.3B +$240M +4,738,580 +25%
UBS Group
10
UBS Group
Switzerland
$1.23B -$4.22M -83,160 -0.4%
BlackRock
11
BlackRock
New York
$1.12B +$29M +571,665 +3%
Northern Trust
12
Northern Trust
Illinois
$1.01B +$10.9M +215,830 +1%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$880M -$8.54M -168,440 -1%
RJA
14
Raymond James & Associates
Florida
$786M +$28.2M +556,420 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$715M -$403M -7,941,425 -38%
Goldman Sachs
16
Goldman Sachs
New York
$699M +$134M +2,646,710 +27%
Mariner
17
Mariner
Kansas
$624M +$20.2M +398,365 +4%
Ameriprise
18
Ameriprise
Minnesota
$604M +$55M +1,083,525 +11%
FCAS
19
First Command Advisory Services
Texas
$597M +$5.16M +101,760 +1%
AA
20
Acorns Advisers
California
$537M +$15.8M +311,355 +3%
Financial Engines Advisors
21
Financial Engines Advisors
California
$521M -$5.45M -107,550 -1%
KeyBank National Association
22
KeyBank National Association
Ohio
$508M -$3.19M -62,865 -0.7%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$480M +$342M +6,744,640 +351%
Truist Financial
24
Truist Financial
North Carolina
$472M -$7.81M -153,980 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$420M +$3.44M +67,735 +0.9%