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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
203,778
shares
|
$13.1 Million
9.47% of portfolio
|
Q4 2025
Added 2.99%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
202,336
shares
|
$13 Million
0.37% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
201,082
shares
|
$12.9 Million
8.14% of portfolio
|
Q4 2025
Added 2.78%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
199,661
shares
|
$12.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
199,403
shares
|
$12.8 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
199,158
shares
|
$12.8 Million
2.11% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
198,986
shares
|
$12.8 Million
3.64% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
198,897
shares
|
$12.8 Million
2.67% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
198,605
shares
|
$12.8 Million
6.71% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
198,293
shares
|
$12.7 Million
0.6% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
197,716
shares
|
$12.7 Million
1.9% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
197,059
shares
|
$12.7 Million
1.65% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
195,599
shares
|
$12.6 Million
0.37% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
195,520
shares
|
$12.6 Million
1.12% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
191,615
shares
|
$12.3 Million
2.82% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
191,509
shares
|
$12.3 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
191,489
shares
|
$12.3 Million
4.06% of portfolio
|
Q3 2025
Added 80.78%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
191,310
shares
|
$12.3 Million
4.17% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jan 16, 2026 Q4 2025 |
191,049
shares
|
$12.3 Million
6.87% of portfolio
|
Q4 2025
Reduced 24.58%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 27, 2025 Q3 2025 |
190,992
shares
|
$12.3 Million
4.29% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
190,732
shares
|
$12.2 Million
0.24% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
190,589
shares
|
$12.2 Million
0.97% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
190,087
shares
|
$12.2 Million
5.74% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
189,291
shares
|
$12.2 Million
2.23% of portfolio
|
Q1 2024
Added 411.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
189,081
shares
|
$12.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.64%
|
|