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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
74,670
shares
|
$4.79 Million
0.93% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
74,578
shares
|
$4.79 Million
0.08% of portfolio
|
Q3 2024
Added 25.85%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
74,492
shares
|
$4.78 Million
0.52% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
74,381
shares
|
$4.78 Million
1.49% of portfolio
|
Q1 2025
Added 839.51%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 07, 2025 Q3 2025 |
74,047
shares
|
$4.75 Million
0.33% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
73,834
shares
|
$4.74 Million
1.04% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
73,789
shares
|
$4.74 Million
1.05% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
73,690
shares
|
$4.73 Million
0.05% of portfolio
|
Q4 2025
Added 3.17%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
73,666
shares
|
$4.73 Million
0.53% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
73,565
shares
|
$4.72 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
73,515
shares
|
$4.72 Million
1.49% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
72,882
shares
|
$4.68 Million
1.51% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
72,765
shares
|
$4.67 Million
0.4% of portfolio
|
Q2 2024
Added 149.64%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
72,617
shares
|
$4.66 Million
3.54% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
72,590
shares
|
$4.66 Million
0.29% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
72,431
shares
|
$4.65 Million
0.45% of portfolio
|
Q4 2022
Reduced 0.67%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
72,310
shares
|
$4.64 Million
5.14% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
72,273
shares
|
$4.64 Million
2.33% of portfolio
|
Q4 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
72,223
shares
|
$4.64 Million
1.36% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
71,912
shares
|
$4.62 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
71,142
shares
|
$4.57 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Jan 16, 2026 Q4 2025 |
70,904
shares
|
$4.55 Million
2.25% of portfolio
|
Q4 2025
Added 11.29%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
70,736
shares
|
$4.54 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.69%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
70,551
shares
|
$4.53 Million
1.64% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
70,455
shares
|
$4.52 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.48%
|
|