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 2,792 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $75.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
341,245
shares
|
$21.9 Million
0.5% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
340,214
shares
|
$21.8 Million
6.52% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
335,635
shares
|
$21.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
334,708
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
334,156
shares
|
$21.5 Million
0.87% of portfolio
|
Q4 2025
Reduced 3.27%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
333,214
shares
|
$21.4 Million
3.11% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
330,740
shares
|
$21.2 Million
0.77% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
329,711
shares
|
$21.2 Million
3.12% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
328,372
shares
|
$21.1 Million
8.65% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
327,930
shares
|
$21.1 Million
0.5% of portfolio
|
Q3 2025
Added 30.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
327,366
shares
|
$21 Million
0.32% of portfolio
|
Q3 2025
Added 36.46%
|
|
|
Professional Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
327,010
shares
|
$21 Million
2.8% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
326,780
shares
|
$21 Million
5.88% of portfolio
|
Q3 2025
Added 204.55%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
326,068
shares
|
$20.9 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
323,502
shares
|
$20.8 Million
5.39% of portfolio
|
Q4 2025
Added 5.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
322,208
shares
|
$20.7 Million
0.43% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2025 Q3 2025 |
319,215
shares
|
$20.5 Million
10.7% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
318,534
shares
|
$20.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
316,659
shares
|
$20.3 Million
0.32% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
316,269
shares
|
$20.3 Million
14.32% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
314,812
shares
|
$20.2 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
314,492
shares
|
$20.2 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
313,152
shares
|
$20.1 Million
3.94% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
311,078
shares
|
$20 Million
7.3% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
310,653
shares
|
$19.9 Million
0.17% of portfolio
|
Q4 2025
Added 3.29%
|
|