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 |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
265,505
shares
|
$17 Million
1.55% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
265,296
shares
|
$17 Million
2.77% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
264,304
shares
|
$17 Million
0.4% of portfolio
|
Q2 2025
Reduced 60.81%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
261,871
shares
|
$16.8 Million
1.8% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
261,065
shares
|
$16.8 Million
3.83% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
261,021
shares
|
$16.8 Million
7.01% of portfolio
|
Q4 2025
Added 1.87%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
258,719
shares
|
$16.6 Million
5.42% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
258,315
shares
|
$16.6 Million
4.27% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
257,720
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 44.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
256,871
shares
|
$16.5 Million
0.46% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
256,189
shares
|
$16.4 Million
4.62% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
255,142
shares
|
$16.4 Million
4.67% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
253,287
shares
|
$16.3 Million
2.89% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
252,983
shares
|
$16.2 Million
9.36% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
252,468
shares
|
$16.2 Million
1.2% of portfolio
|
Q3 2025
Added 88.21%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
249,501
shares
|
$16 Million
4.42% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
248,462
shares
|
$16 Million
8.78% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
248,362
shares
|
$15.9 Million
1.2% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
248,301
shares
|
$15.9 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
245,944
shares
|
$15.8 Million
1.37% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
244,315
shares
|
$15.7 Million
12.15% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
243,389
shares
|
$15.6 Million
0.39% of portfolio
|
Q3 2025
Added 112.94%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
243,036
shares
|
$15.6 Million
5.71% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
241,684
shares
|
$15.5 Million
1.37% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
241,374
shares
|
$15.5 Million
1.75% of portfolio
|
Q3 2025
Reduced 0.81%
|
|