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 2,777 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 $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
1,096
shares
|
$70,363
0.03% of portfolio
|
Q1 2022
Reduced 8.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
1,080
shares
|
$69,336
0.03% of portfolio
|
Q2 2022
Reduced 12.2%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,065
shares
|
$68,373
0.01% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,058
shares
|
$67,923
0.02% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
1,048
shares
|
$67,281
0.02% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,048
shares
|
$67,281
0.03% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
1,040
shares
|
$66,768
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,033
shares
|
$66,318
0.02% of portfolio
|
Q4 2022
Reduced 45.66%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,030
shares
|
$66,126
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
1,029
shares
|
$66,061
0.02% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
1,023
shares
|
$65,676
0.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,022
shares
|
$65,612
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,017
shares
|
$65,291
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
1,004
shares
|
$64,456
0.38% of portfolio
|
Q4 2022
Added 0.3%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,002
shares
|
$64,328
0.04% of portfolio
|
Q1 2023
Added 0.6%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$64,200
0.03% of portfolio
|
Q2 2025
Reduced 55.93%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$64,200
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
970
shares
|
$62,274
0.01% of portfolio
|
Q3 2025
Reduced 45.81%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
960
shares
|
$61,632
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
957
shares
|
$61,439
0.05% of portfolio
|
Q3 2023
Reduced 98.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
952
shares
|
$61,118
0.02% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
950
shares
|
$60,990
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
940
shares
|
$60,348
0.02% of portfolio
|
Q4 2024
Reduced 44.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
935
shares
|
$60,027
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
932
shares
|
$59,834
0.02% of portfolio
|
Q3 2025
Reduced 7.91%
|
|