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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
65,554
shares
|
$4.21 Million
1.05% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
65,495
shares
|
$4.2 Million
0.6% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
65,396
shares
|
$4.2 Million
2.52% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
65,321
shares
|
$4.19 Million
0.23% of portfolio
|
Q3 2025
Added 428.44%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
65,245
shares
|
$4.19 Million
2.75% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
65,162
shares
|
$4.18 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
65,136
shares
|
$4.18 Million
0.68% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
64,902
shares
|
$4.17 Million
1.94% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2025 Q3 2025 |
64,825
shares
|
$4.16 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
64,462
shares
|
$4.14 Million
2.7% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
64,355
shares
|
$4.13 Million
2.82% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
64,092
shares
|
$4.11 Million
0.21% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
64,076
shares
|
$4.11 Million
1.99% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jan 15, 2026 Q4 2025 |
63,970
shares
|
$4.11 Million
0.71% of portfolio
|
Q4 2025
Reduced 18.99%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
63,965
shares
|
$4.11 Million
1.23% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
63,947
shares
|
$4.11 Million
0.34% of portfolio
|
Q3 2025
Added 7.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
63,895
shares
|
$4.1 Million
2.85% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
63,836
shares
|
$4.1 Million
0.71% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
63,829
shares
|
$4.1 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
63,712
shares
|
$4.09 Million
2.16% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
63,541
shares
|
$4.08 Million
0.23% of portfolio
|
Q4 2025
Reduced 5.81%
|
|
|
ETF Store, Inc.
|
Nov 12, 2025 Q3 2025 |
63,303
shares
|
$4.06 Million
4.57% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
63,198
shares
|
$4.06 Million
0.91% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
63,124
shares
|
$4.05 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
63,098
shares
|
$4.05 Million
0.19% of portfolio
|
Q3 2025
Reduced 13.43%
|
|