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 2,793 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 $75.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Econ Financial Services Corp
|
Jan 15, 2026 Q4 2025 |
163,878
shares
|
$10.5 Million
5.45% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
163,763
shares
|
$10.5 Million
1.32% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
163,530
shares
|
$10.5 Million
6.54% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
163,345
shares
|
$10.5 Million
7.48% of portfolio
|
Q4 2024
Added 194.52%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
163,181
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
162,812
shares
|
$10.5 Million
2.86% of portfolio
|
Q4 2025
Reduced 1.47%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
162,578
shares
|
$10.4 Million
1.37% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
161,872
shares
|
$10.4 Million
1.46% of portfolio
|
Q4 2023
Reduced 1.77%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
161,746
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
161,710
shares
|
$10.4 Million
0.58% of portfolio
|
Q4 2025
Added 2.4%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
160,908
shares
|
$10.3 Million
0.96% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
160,434
shares
|
$10.3 Million
1.43% of portfolio
|
Q4 2025
Added 9.59%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
160,167
shares
|
$10.3 Million
0.32% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
159,187
shares
|
$10.2 Million
6.27% of portfolio
|
Q4 2025
Added 4.95%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
158,814
shares
|
$10.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
158,495
shares
|
$10.2 Million
3.93% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
156,787
shares
|
$10.1 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
155,863
shares
|
$10 Million
4.51% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
155,551
shares
|
$9.99 Million
0.38% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
154,793
shares
|
$9.94 Million
3.7% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
154,665
shares
|
$9.93 Million
0.18% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
154,367
shares
|
$9.91 Million
0.61% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
154,121
shares
|
$9.89 Million
0.46% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
154,027
shares
|
$9.89 Million
2.95% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Nov 14, 2025 Q3 2025 |
153,826
shares
|
$9.88 Million
0.86% of portfolio
|
Q3 2025
Reduced 37.36%
|
|