Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,784 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $75.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,360
shares
|
$151,512
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
2,332
shares
|
$149,714
0.02% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
2,304
shares
|
$147,916
0.03% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
2,295
shares
|
$147,339
0.12% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
2,285
shares
|
$146,697
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
2,250
shares
|
$144,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
2,180
shares
|
$139,956
0.2% of portfolio
|
Q1 2020
Reduced 2.24%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,158
shares
|
$138,543
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
2,155
shares
|
$138,351
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,144
shares
|
$137,644
0.04% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
2,125
shares
|
$136,425
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,116
shares
|
$135,847
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,110
shares
|
$135,462
0.08% of portfolio
|
Q1 2024
Added 83.32%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
2,100
shares
|
$134,820
0.01% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
2,055
shares
|
$131,931
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,055
shares
|
$131,931
0.1% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
2,054
shares
|
$131,866
0.05% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
2,050
shares
|
$131,610
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,035
shares
|
$130,647
0.05% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
2,017
shares
|
$129,491
0.05% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,011
shares
|
$129,106
0.05% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$128,400
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,998
shares
|
$128,271
0.06% of portfolio
|
Q3 2022
Reduced 0.6%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,983
shares
|
$127,308
0.03% of portfolio
|
Q3 2025
Added 40.44%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
1,980
shares
|
$127,116
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|