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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
285,318
shares
|
$18.3 Million
0.12% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
285,032
shares
|
$18.3 Million
5.06% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
283,458
shares
|
$18.2 Million
4.75% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
282,504
shares
|
$18.1 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
281,990
shares
|
$18.1 Million
0.62% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
280,395
shares
|
$18 Million
3.07% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jan 12, 2026 Q4 2025 |
278,499
shares
|
$17.9 Million
11.76% of portfolio
|
Q4 2025
Added 51.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
278,467
shares
|
$17.9 Million
0.34% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
277,098
shares
|
$17.8 Million
3.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
276,767
shares
|
$17.8 Million
4.05% of portfolio
|
Q4 2025
Added 111.18%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
276,765
shares
|
$17.8 Million
0.64% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
276,511
shares
|
$17.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Platt Investment Counsel, LLC
|
Jan 07, 2026 Q4 2025 |
276,228
shares
|
$17.7 Million
13.33% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
276,110
shares
|
$17.7 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
275,729
shares
|
$17.7 Million
10.56% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
275,590
shares
|
$17.7 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
275,119
shares
|
$17.7 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
273,254
shares
|
$17.5 Million
3.12% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
273,040
shares
|
$17.5 Million
3.25% of portfolio
|
Q4 2025
Reduced 3.02%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
272,211
shares
|
$17.5 Million
1.07% of portfolio
|
Q3 2025
Added 16.95%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
271,821
shares
|
$17.5 Million
2.63% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 13, 2026 Q4 2025 |
270,849
shares
|
$17.4 Million
9.16% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
269,650
shares
|
$17.3 Million
1.19% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
267,813
shares
|
$17.2 Million
23.76% of portfolio
|
Q4 2025
Added 1.9%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
267,640
shares
|
$17.2 Million
5.5% of portfolio
|
Q3 2025
Added 3.99%
|
|