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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
109,476
shares
|
$7.03 Million
3.7% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
109,471
shares
|
$7.03 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
108,856
shares
|
$6.99 Million
1.78% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
108,688
shares
|
$6.98 Million
1.95% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
108,558
shares
|
$6.97 Million
0.84% of portfolio
|
Q3 2025
Reduced 14.14%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
108,229
shares
|
$6.95 Million
3.49% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
108,203
shares
|
$6.95 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
108,066
shares
|
$6.94 Million
1.16% of portfolio
|
Q4 2024
Reduced 44.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
107,987
shares
|
$6.93 Million
1.27% of portfolio
|
Q3 2025
Added 29.45%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
107,955
shares
|
$6.93 Million
0.51% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
107,840
shares
|
$6.92 Million
3.03% of portfolio
|
Q4 2025
Reduced 3.63%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
107,709
shares
|
$6.91 Million
0.21% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
107,415
shares
|
$6.9 Million
3.13% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
107,370
shares
|
$6.89 Million
4.63% of portfolio
|
Q4 2025
Reduced 13.53%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
107,258
shares
|
$6.89 Million
0.82% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
106,813
shares
|
$6.86 Million
1.8% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Global Wealth Management, LLC
Kingston, NJ |
Oct 17, 2025 Q3 2025 |
105,958
shares
|
$6.8 Million
3.63% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
105,802
shares
|
$6.79 Million
0.71% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
105,556
shares
|
$6.78 Million
0.05% of portfolio
|
Q3 2025
Added 61.68%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
105,056
shares
|
$6.74 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
104,860
shares
|
$6.73 Million
0.5% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
104,679
shares
|
$6.72 Million
0.17% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
104,196
shares
|
$6.69 Million
1.52% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
104,152
shares
|
$6.69 Million
0.29% of portfolio
|
Q4 2025
Reduced 1.74%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
104,019
shares
|
$6.68 Million
0.24% of portfolio
|
Q4 2025
Added 5.81%
|
|