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 |
|---|---|---|---|---|---|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
54,331
shares
|
$3.49 Million
1.65% of portfolio
|
Q4 2025
Added 31.25%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Nov 06, 2025 Q3 2025 |
54,330
shares
|
$3.49 Million
2.86% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
54,209
shares
|
$3.48 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
54,121
shares
|
$3.47 Million
0.18% of portfolio
|
Q3 2025
Added 258.56%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
53,987
shares
|
$3.47 Million
0.62% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
53,960
shares
|
$3.46 Million
0.22% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
53,799
shares
|
$3.45 Million
0.19% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
53,650
shares
|
$3.44 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
53,549
shares
|
$3.44 Million
0.58% of portfolio
|
Q3 2025
Added 22.54%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
53,531
shares
|
$3.44 Million
1.09% of portfolio
|
Q2 2025
Reduced 9.96%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
53,502
shares
|
$3.43 Million
0.75% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
53,431
shares
|
$3.43 Million
1.5% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
53,277
shares
|
$3.42 Million
0.62% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
52,886
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52,584
shares
|
$3.38 Million
0.24% of portfolio
|
Q4 2023
Added 136.32%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
52,121
shares
|
$3.35 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
51,826
shares
|
$3.33 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
51,778
shares
|
$3.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
51,398
shares
|
$3.3 Million
0.78% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
51,334
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
51,198
shares
|
$3.29 Million
0.81% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
51,027
shares
|
$3.28 Million
0.73% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
51,016
shares
|
$3.28 Million
0.36% of portfolio
|
Q1 2024
Added 472.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
50,950
shares
|
$3.27 Million
0.35% of portfolio
|
Q3 2025
Reduced 12.12%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
50,825
shares
|
$3.26 Million
0.6% of portfolio
|
Q3 2025
Added 5.85%
|
|