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 |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
116,176
shares
|
$7.46 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
116,150
shares
|
$7.46 Million
2.42% of portfolio
|
Q3 2025
Added 47.35%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
116,000
shares
|
$7.45 Million
2.2% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
115,821
shares
|
$7.44 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
115,510
shares
|
$7.42 Million
2.43% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
115,355
shares
|
$7.41 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
115,289
shares
|
$7.4 Million
2.27% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
114,932
shares
|
$7.38 Million
0.16% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
114,437
shares
|
$7.35 Million
3.34% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
113,938
shares
|
$7.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
113,402
shares
|
$7.28 Million
2.45% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
113,395
shares
|
$7.28 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
112,923
shares
|
$7.25 Million
4.15% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
112,632
shares
|
$7.23 Million
0.74% of portfolio
|
Q4 2025
Reduced 2.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
112,628
shares
|
$7.23 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
112,425
shares
|
$7.22 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
112,327
shares
|
$7.21 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
112,000
shares
|
$7.19 Million
1.94% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
111,932
shares
|
$7.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 79.26%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
111,390
shares
|
$7.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.15%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
111,008
shares
|
$7.13 Million
4.71% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
110,390
shares
|
$7.09 Million
1.42% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
110,163
shares
|
$7.07 Million
5.06% of portfolio
|
Q3 2025
Reduced 36.4%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
109,715
shares
|
$7.04 Million
1.5% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
109,528
shares
|
$7.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.89%
|
|