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iShares Core S&P Mid-Cap ETF - IJH

iShares Core S&P Mid-Cap ETF - IJH


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    2.00 / 1.1%
(As of Monday June 01, 2020)


  • distribution channel


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  • category

    Mid-Cap Core Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
Above Average
manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Benjamin F. Edwards & Company, Inc.

Bank Of Stockton

Forbes J M & Co Llp
Rfg Advisory Group, Llc

Gerber Kawasaki Wealth & Investment Management

Pictet Asset Management Ltd

Smith & Howard Wealth Management, Llc
Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc
Plancorp, Llc

Smithfield Trust Co

Scotia Capital Inc.

Courage Miller Partners, Llc

Fiduciary Trust Co

Financial Management Professionals, Inc.
Lowe Fs, Llc
Boys Arnold & Co Inc
Stonehearth Capital Management, Llc
Hightower Advisors, Llc

Ameriprise Financial Inc

Financial Consulate, Inc

Covington Capital Management

Novare Capital Management Llc
Partnervest Advisory Services Llc
Chevy Chase Trust Holdings, Inc.
Commonwealth Equity Services, Inc

Bangor Savings Bank

Marco Investment Management Llc

Cetera Investment Advisers

Barrett Asset Management, Llc
Kwmg, Llc
Leavell Investment Management, Inc.
Wealthtrust-Arizona, Llc
Cls Investments, Llc
Rdl Financial Inc

Highland Private Wealth Management

Dock Street Asset Management Inc
Ballentine Partners, Llc
Palladium Partners Llc
Mather Group, Inc.
Johnson Investment Counsel Inc

Bank Of The West

J.p. Marvel Investment Advisors, Llc
Kanawha Capital Management Llc
Hefren-Tillotson, Inc.

Canandaigua National Bank & Trust Co

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
Pure Financial Advisors, Inc.

Bank Of The Ozarks

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Gfs Advisors, Llc
Naples Global Advisors, Llc
Boston Family Office Llc
Sva Plumb Wealth Management, Llc

Whittier Trust Co Of Nevada Inc

Mycio Wealth Partners, Llc

Cottage Street Advisors Llc

Diversified Trust Co

Kcm Investment Advisors Llc
Tradewinds Capital Management, Llc

Colorado Capital Management, Inc.

American Research & Management Co.
Perritt Capital Management Inc
Lincoln National Corp

Firstmerit Bank N A Trustee

Lgl Partners, Llc

Optimum Investment Advisors
Condor Capital Management
New England Professional Planning Group Inc.

Fiera Capital Corp

Marquette Asset Management Inc.
One Capital Management, Llc
Madden Advisory Services, Inc.

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.

Charter Trust Co

Alaska Permanent Capital Management
Valmark Advisers, Inc.
Sanctuary Wealth Advisors, Llc
Cim, Llc
Capital Planning Advisors, Llc

Pinnacle Financial Partners Inc

King Wealth Management Group, Llc

Capital Fund Management S.a.

Moisand Fitzgerald Tamayo, Llc

Stifel Financial Corp
Lakeview Capital Partners, Llc
Mcf Advisors Llc
First Wilshire Securities Management Inc
Eaton Vance Management
Veritable, L.p.

Cambridge Trust Co

Brown Advisory Inc
Citadel Advisors Llc

American National Bank

Community Trust & Investment Co

Buckingham Capital Management, Inc.
Ogorek Anthony Joseph /ny/ /adv
Spc Financial, Inc.
Rand Wealth, Llc
Blair William & Co/il
Westport Resources Management Inc
Clifford Swan Investment Counsel Llc
Sage Financial Group Inc

Cibc World Markets Inc.

Peoples Bank National Association

Gam Holding Ag

Efficient Market Advisors, Llc

Whittier Trust Co

Employees Retirement System Of Texas

Stelac Advisory Services Llc

Private Bank & Trust Co

Guggenheim Capital Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Horizon Investments, Llc
Schroder Investment Management Group
Weatherly Asset Management L. P.
Windsor Capital Management, Llc
Stephens Inc /ar/
Sii Investments Inc/wi
Visionary Asset Management, Inc.
Td Capital Management Llc
Pittenger & Anderson Inc

Ausdal Financial Partners, Inc.

Northwestern Mutual Investment Services Llc
Guyasuta Investment Advisors Inc

Oakworth Capital, Inc.

Greenleaf Trust

Wooster Corthell Wealth Management, Inc.
Tortoise Investment Management, Llc
Birch Hill Investment Advisors Llc
Baker Avenue Asset Management, Lp
Dynamic Advisors Solutions Llc
Vestor Capital, Llc
Quadrant Capital Group Llc

Amarillo National Bank

Cwm, Llc
Mogy Joel R Investment Counsel Inc
United Capital Financial Advisers, Llc
Ntv Asset Management Llc
Exencial Wealth Advisors, Llc
Fmr Llc
Cordasco Financial Network
Balentine Llc
Atlanta Capital Group

Seaward Management Limited Partnership

Trust Co

Evercore Wealth Management, Llc

Price T Rowe Associates Inc /md/
Risk Paradigm Group, Llc
Arete Wealth Advisors, Llc
Winslow, Evans & Crocker, Inc.

Northern Oak Wealth Management Inc

Coastline Trust Co

Hochman Cole Investment Advisors, Inc.

Tiemann Investment Advisors, Llc
Td Asset Management Inc

Nbt Bank N A /ny

Newsquare Capital Llc

Regions Financial Corp

Foster & Motley Inc
Lbmc Investment Advisors, Llc

Klingman & Associates, Llc

Washington Trust Co

Johnson Financial Group, Inc.

Citizens & Northern Corp

Blackrock Investment Management, Llc
Voya Investment Management Llc
First Allied Advisory Services, Inc.
Beaumont Financial Partners, Llc
Bridges Investment Management Inc

High Falls Advisors, Inc

Signature Financial Management, Inc.
Capital One, National Association
Legacy Wealth Management, Inc

Haverford Trust Co

Umb Bank N A/mo

San Francisco Sentry Investment Group (Ca)
Ct Financial Advisors Llc
Wms Partners, Llc
Cfo4life, L.p.
Buckingham Asset Management, Llc
Lpl Financial Llc
Financial Architects, Inc
Evanson Asset Management, Llc
Assetmark, Inc
Geller Family Office Services, Llc

Pennsylvania Trust Co

Burke & Herbert Bank & Trust Co

Nations Financial Group Inc, /ia/ /adv

St. Louis Trust Co

Opus Capital Group, Llc
Pacific Financial Group Inc
Bridgecreek Investment Management, Llc

Kalos Management, Inc.

Bridges Investment Counsel Inc/
Tarbox Group, Inc.
Gradient Investments Llc

Massmutual Trust Co Fsb/adv

Eastern Bank

Calamos Wealth Management Llc

First Financial Corp /in/

Alliancebernstein L.p.
Perigon Wealth Management, Llc

Comerica Bank

Hall Laurie J Trustee

Btc Capital Management, Inc.
Girard Partners Ltd.
Blackrock Advisors Llc
Sterling Capital Management Llc
Mairs & Power Inc
Intersect Capital Llc

Simplex Trading, Llc

Community Bank, N.a.

Compagnie Lombard, Odier Sca

Iberiabank Corp

Montecito Bank & Trust

Colonial Trust Advisors
Linscomb & Williams, Inc.
Goldman Sachs Group Inc
Shoker Investment Counsel, Inc.
Davidson & Garrard Inc

First Interstate Bank

Azimuth Capital Management Llc

Principal Financial Group Inc

Private Wealth Advisors, Inc.
Next Financial Group, Inc
Rehmann Capital Advisory Group

Edmond De Rothschild (Europe)

Janney Capital Management Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Ckw Financial Group
Signaturefd, Llc
Bkd Wealth Advisors, Llc
Carl Domino Inc
Meridian Investment Counsel Inc.
Capital Directions Investment Advisors, Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Miles Capital, Inc.

Bokf, Na

Ccm Investment Advisers Llc

Bank Of America Corp /de/

Regentatlantic Capital Llc
Fca Corp /tx
Founders Financial Securities Llc
Brinker Capital Inc

Northwestern Mutual Wealth Management Co

Spinnaker Trust

Hbk Sorce Advisory Llc
Blackrock Inc.
Winfield Associates, Inc.
Lourd Capital, Llc
Aull & Monroe Investment Management Corp
Horan Capital Advisors, Llc.

Toronto Dominion Bank

South Texas Money Management Ltd

Manufacturers Life Insurance Company, The

Sandy Spring Bank

Grimes & Company, Inc.
Inverness Investment Group, Llc
Regal Investment Advisors Llc

Trust Department Mb Financial Bank N A

Neumann Capital Management, Llc

Hilltop Holdings Inc.

Franklin Resources Inc

Metlife Securities, Inc
Capstone Asset Management Co
North Star Investment Management Corp.
Wedbush Morgan Securities Inc
Twele Capital Management, Inc.
Bbk Capital Partners, Llc
Clark Capital Management Group, Inc.

Hl Financial Services Llc

Forethought Investment Advisors, Llc

Jones Financial Companies Lllp

Ls Investment Advisors, Llc
Lazard Asset Management Llc
Vision Capital Management, Inc.
Family Firm, Inc.
Front Barnett Associates Llc

High Point Bank & Trust Co

Badgley Phelps & Bell Inc
Colony Group Llc

Bank Of New York Mellon Corp

Fiduciary Financial Services Of The Southwest Inc /tx

B. Riley Financial, Inc.

Woodmont Investment Counsel Llc
Transamerica Financial Advisors, Inc.
Moody Lynn & Lieberson, Inc.
Ray Gerald L & Associates Ltd
Mv Capital Management, Inc.
Cobiz Investment Management, Llc
Stadion Money Management, Llc

State Of Wisconsin Investment Board

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Sunbelt Securities, Inc.

Madison Investment Holdings Inc
Mml Investors Services, Llc
Cetera Advisor Networks Llc
Twin Focus Capital Partners, Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Ferguson Wellman Capital Management, Inc
Blue Bell Private Wealth Management, Llc

Peapack Gladstone Financial Corp

Amalgamated Bank

Sharkey, Howes & Javer

Hsbc Holdings Plc

Atria Investments Llc
Invesco Ltd.
Goelzer Investment Management, Inc.
Gamble Jones Investment Counsel
Fdx Advisors, Inc.

Ubs Global Asset Management Americas Inc

Williams Jones & Associates Llc

Capital City Trust Co/fl

Hancock Holding Co

Alpha Omega Wealth Management Llc

Ipswich Investment Management Co., Inc.
Sigma Planning Corp

Bremer Trust National Association

Voya Financial Advisors, Inc.
First Personal Financial Services
Cambridge Investment Research Advisors, Inc.
Fiduciary Group Llc
Manchester Capital Management Llc
First Republic Investment Management, Inc.
Essex Financial Services, Inc.
Capital Analysts, Inc.
Portland Global Advisors Llc

Edmond De Rothschild Holding S.a.

Archford Capital Strategies, Llc
Braver Wealth Management, Llc

Tnb Financial

Ghp Investment Advisors, Inc.
Rezny Wealth Management, Inc.
Bahl & Gaynor Inc

First National Bank Of Hutchinson

Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.


Boltwood Capital Management

Fifth Third Bancorp

Sawtooth Asset Management, Inc.

Louisiana State Employees Retirement System

Schmidt P J Investment Management Inc

Psagot Investment House Ltd.

Edelman Financial Services, Llc
Choate Investment Advisors

Arrow Financial Corp

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.
Greenwich Wealth Management Llc
Conning Inc.
Raab & Moskowitz Asset Management Llc

Retirement Planning Group

Citigroup Inc
Hirtle Callaghan & Co Llc
Thompson Siegel & Walmsley Llc
Macguire, Cheswick & Tuttle Investment Counsel Llc
Frontier Wealth Management Llc
Gw Henssler & Associates Ltd

Jacobus Wealth Management, Inc.

Telemus Capital, Llc
Investors Capital Advisory Services

Security National Trust Co

Lynch & Associates/in
Sand Hill Global Advisors, Llc
Fusion Investment Group, Llc

First National Trust Co

Royal Bank Of Canada

American International Group Inc

Peninsula Asset Management Inc

Geneva Advisors, Llc
Sigma Investment Management Co

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Focused Wealth Management, Inc
Sol Capital Management Co

Parkside Financial Bank & Trust

Girard Securities, Inc.

First Investors Management Co Inc
Northern Trust Corp

Private Trust Co Na

Fft Wealth Management Llc

Jnba Financial Advisors
Reynders Mcveigh Capital Management, Llc

Ladenburg Thalmann Financial Services Inc

Bragg Financial Advisors, Inc
Morgan Stanley
Reilly Financial Advisors, Llc
Modera Wealth Management, Llc
Highland Capital Management, Llc
Plante Moran Financial Advisors, Llc

Ledyard National Bank

Sonata Capital Group Inc
Farr Miller & Washington Llc/dc
Lenox Wealth Advisors, Inc.
Capital Advisors, Ltd. Llc

Mandatum Life Insurance Co Ltd

Cue Financial Group, Inc.
Ameritas Investment Partners, Inc.
Annex Advisory Services, Llc
Financial Advisory Service, Inc.
Glassman Wealth Services
Qci Asset Management Inc/ny

Traynor Capital Management, Inc.

Bessemer Group Inc

Segall Bryant & Hamill, Llc

Alesco Advisors Llc

Its Asset Management, L.p.

Canal Capital Management, Llc

Capital Counsel Llc/ny

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
West Oak Capital, Llc
Steinberg Global Asset Management
Aviance Capital Management, Llc
Overbrook Management Corp
Coldstream Capital Management Inc
Rockefeller Financial Services Inc
National Asset Management, Inc.
Brighton Jones Llc
Granite Investment Advisors, Inc.
Us Bancorp \de\
Janney Montgomery Scott Llc
Greenwood Capital Associates Llc
Seizert Capital Partners, Llc
Wealthcare Capital Management Llc

Asset Dedication, Llc

Legal & General Group Plc
Montag A & Associates Inc
Wagner Bowman Management Corp
Ramsay, Stattman, Vela & Price, Inc.
Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Sterling Investment Advisors Llc /adv
Park Avenue Securities Llc
Asset Management Group, Inc.
Truepoint, Inc.
Cim Investment Mangement Inc
Tocqueville Asset Management L.p.
Joel Isaacson & Co., Llc
Stokes & Hubbell Capital Management, Llc

Coconut Grove Bank

Tompkins Financial Corp

Trust Co Of Toledo Na /oh/

Lateef Investment Management, L.p.

Bbva Compass Bancshares, Inc

Arcus Capital Partners, Llc

Aqr Capital Management Llc
Moors & Cabot, Inc.
Pacific Global Investment Management Co
Haverford Financial Services, Inc.
Northwestern Mutual Investment Management Company, Llc
Ftb Advisors, Inc.
Oppenheimer & Co Inc

Enterprise Financial Services Corp

Pinnacle Associates Ltd
Investment Partners Ltd /oh/ /adv
Pettyjohn, Wood & White, Inc

Cape Cod Five Cents Savings Bank

Nottingham Advisors, Inc.

Legacy Private Trust Co.

True Private Wealth Advisors

Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Thrivent Financial For Lutherans
Evermay Wealth Management Llc
Albion Financial Group /ut
Lee Danner & Bass Inc

United Services Automobile Association

1832 Asset Management L.p.
Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Valley National Advisers Inc
D L Carlson Investment Group Inc

Keybank National Association/oh

Strategic Wealth Advisors Group,inc.
Evensky & Katz Llc
Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Davis R M Inc
Wfg Advisors, Lp
Regis Management Co Llc
River Wealth Advisors Llc
Cobblestone Capital Advisors Llc /ny/
Martin & Co Inc /tn/
Sigma Investment Counselors Inc
Brookmont Capital Management
Congress Asset Management Co /ma
Parsons Capital Management Inc/ri
Cypress Capital Group
Noesis Capital Mangement Corp

Rathbone Brothers Plc

Edge Wealth Management Llc

Associated Banc-Corp

Alps Advisors Inc

First City Capital Management, Inc.

Central Trust & Investment Co

Davidson Investment Advisors
Cambridge Advisors Inc.
Advisory Services Network, Llc
Triangle Securities Wealth Management
Busey Trust Co
Pbwm Holdings, Llc
Lvz Advisors, Inc.

City Holding Co

Financial Partners Capital Management Llc
Us Financial Advisors, Llc

Suntrust Banks Inc

Endurance Wealth Management, Inc.
First Western Capital Management Co

People's United Financial, Inc.

Ep Wealth Advisors, Inc.
Mai Capital Management

Fort Pitt Capital Group, Llc

First Hawaiian Bank

Wellesley Investment Partners, Llc

Neuberger Berman Group Llc
Bsw Wealth Partners

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Norris Perne & French Llp/mi

First Midwest Bank Trust Division

Laurel Wealth Advisors, Inc.

Estate Counselors, Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management
Cadinha & Co Llc
Comerica Securities Inc
Aspiriant, Llc
Destination Wealth Management
Burns J W & Co Inc/ny
Whitnell & Co.
Millennium Management Llc
Cahill Financial Advisors Inc
Concert Wealth Management Inc.
Towercrest Capital Management

Barclays Plc

Dt Investment Partners, Llc
Willingdon Wealth Management
1st Source Bank
Mason Street Advisors, Llc
Harfst & Associates, Inc.
Ropes Wealth Advisors Llc
Arkansas Financial Group, Inc.
Vantage Investment Advisors, Llc
Brown Advisory Securities, Llc
Verus Financial Partners, Inc.
Cranbrook Wealth Management, Llc
Torch Wealth Management Llc
Alerus Investment Advisors Corp
Alexandria Capital, Llc

Credit Suisse Ag/

Moller Financial Services
Affinity Wealth Management

First Citizens Bank & Trust Co

Wells Fargo & Company/mn
Clear Investment Research, Llc

Somerset Trust Co

Cetera Advisors Llc
New England Private Wealth Advisors Llc
Aft, Forsyth & Sober, Llc

Central Bank & Trust Co

Zions Bancorporation

Cape Ann Savings Bank

State Treasurer State Of Michigan

Bbr Partners, Llc
Ngam Advisors, L.p.
Duncker Streett & Co Inc
Blue Chip Partners, Inc.
Headinvest, Llc
Simmons First Trust Co Na

Dorsey & Whitney Trust Co Llc

Sheets Smith Wealth Management Inc

Financial Counselors Inc

Brown Brothers Harriman & Co

Harvard Management Co Inc

Brick & Kyle, Associates
Prudential Financial Inc
Raub Brock Capital Management Lp
Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.
Gofen & Glossberg Llc /il/
Vicus Capital
Mckinley Carter Wealth Services, Inc.
Telos Capital Management, Inc.

Heartwood Wealth Management Ltd

Hanson & Doremus Investment Management
Baird Financial Group, Inc.
Nwam Llc

Tctc Holdings, Llc

Lba Wealth Management, Llc
Hudock Moyer Wealth Resources, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Welch & Forbes Llc
Kings Point Capital Management

Ubs Group Ag

Alley Co Llc
Wrapmanager Inc
Bks Advisors, Llc

Sentry Investment Management Inc

Synovus Financial Corp

Private Ocean, Llc
Mutual Of America Capital Management Corporation
Bb&t Corp
Provise Management Group, Llc

Ifp Advisors, Inc

Osborn Rohs Williams & Donohoe Ltd
Blackrock Fund Advisors
Jaffetilchin Investment Partners, Llc
Solaris Asset Management Llc

Old National Bancorp /in/

Trust Co Of Vermont

Trustmark National Bank Trust Department

Davidson D A & Co

Stock Yards Bank & Trust Co

Argent Trust Co

Camarda Financial Advisors, Llc

Jane Street Group, Llc

Courier Capital Corp

Edmond De Rothschild (Suisse) S.a.

Boston Financial Mangement Inc /ma
Kistler-Tiffany Companies, Llc
Jpmorgan Chase & Co
Carnegie Capital Asset Management, Llc
Middleton & Co Inc/ma
Smith Hayes Advisers, Inc
Stratford Consulting, Llc

Country Club Trust Company, N.a.

Blackrock Institutional Trust Company, N.a.

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Kingfisher Capital Llc

Strategic Financial Group, Llc

Td Ameritrade Trust Co
Salient Capital Advisors, Llc

Farmers & Merchants Investments Inc

Phillips Financial Management, Llc
Planning Alternatives Ltd /adv
Ancora Advisors, Llc
Glenmede Trust Co Na
Putnam Fl Investment Management Co
Summit Financial Strategies, Inc.
Davenport & Co Llc
Spectrum Management Group, Inc.
Argentus Capital Management, Llc
Prospera Financial Services Inc
Chesley Taft & Associates Llc/il

Dubuque Bank & Trust Co

Gupta Wealth Management Llc
Creative Planning
Dowling & Yahnke Llc
Newman Dignan & Sheerar, Inc.
Savant Capital, Llc

Banque Pictet & Cie Sa

London Co Of Virginia

Chemical Bank

Wesbanco Bank Inc

Envestnet Asset Management Inc
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    Below Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 40 Mid-Cap Core Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 6.23
    Sharpe Ratio ² 0.15
    R-Squared ³ N/A
    Beta ³ N/A
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Mid-Cap Core Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present