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 |
|---|---|---|---|---|---|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
152,385
shares
|
$9.78 Million
4.07% of portfolio
|
Q3 2025
Reduced 13.91%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
151,986
shares
|
$9.76 Million
4.49% of portfolio
|
Q4 2025
Reduced 1.83%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
151,185
shares
|
$9.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
151,179
shares
|
$9.71 Million
1.48% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
150,437
shares
|
$9.66 Million
0.99% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
149,856
shares
|
$9.62 Million
1.69% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
149,068
shares
|
$9.57 Million
1.1% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
148,793
shares
|
$9.55 Million
5.31% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
148,156
shares
|
$9.51 Million
0.16% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
148,125
shares
|
$9.51 Million
3.07% of portfolio
|
Q3 2025
Reduced 9.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
147,242
shares
|
$9.45 Million
0.45% of portfolio
|
Q2 2024
Reduced 55.9%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
146,619
shares
|
$9.41 Million
1.74% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
146,598
shares
|
$9.41 Million
2.95% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
145,457
shares
|
$9.34 Million
0.21% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
145,239
shares
|
$9.32 Million
1.77% of portfolio
|
Q4 2025
Added 105.36%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
145,127
shares
|
$9.32 Million
1.04% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
143,596
shares
|
$9.22 Million
0.88% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
142,830
shares
|
$9.17 Million
0.01% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
142,479
shares
|
$9.15 Million
1.45% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
141,971
shares
|
$9.11 Million
0.72% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
141,943
shares
|
$9.11 Million
0.32% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
141,847
shares
|
$9.11 Million
1.83% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
141,422
shares
|
$9.08 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
140,957
shares
|
$9.05 Million
5.33% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
140,772
shares
|
$9.04 Million
1.42% of portfolio
|
Q3 2025
Reduced 0.75%
|
|