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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
131,679
shares
|
$8.45 Million
0.05% of portfolio
|
Q3 2025
Added 42.89%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
131,000
shares
|
$8.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
130,925
shares
|
$8.41 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
130,523
shares
|
$8.38 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
130,481
shares
|
$8.38 Million
0.74% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
129,797
shares
|
$8.33 Million
5.23% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
128,726
shares
|
$8.26 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
128,367
shares
|
$8.24 Million
0.24% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
127,953
shares
|
$8.21 Million
2.31% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
127,331
shares
|
$8.17 Million
1.38% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
127,135
shares
|
$8.16 Million
2.71% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
126,789
shares
|
$8.14 Million
5.21% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
126,622
shares
|
$8.13 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
126,025
shares
|
$8.09 Million
0.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
125,403
shares
|
$8.05 Million
1.74% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
124,890
shares
|
$8.02 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
124,753
shares
|
$8.01 Million
1.9% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
124,706
shares
|
$8.01 Million
4.11% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
124,689
shares
|
$8.01 Million
2.84% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
124,667
shares
|
$8 Million
2.86% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
124,539
shares
|
$8 Million
3.84% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
124,457
shares
|
$7.99 Million
0.19% of portfolio
|
Q4 2025
Reduced 4.84%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
124,266
shares
|
$7.98 Million
0.16% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
124,166
shares
|
$7.97 Million
3.7% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
123,894
shares
|
$7.95 Million
2.55% of portfolio
|
Q3 2025
Reduced 2.53%
|
|