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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
50,814
shares
|
$3.26 Million
2.86% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
50,805
shares
|
$3.26 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
50,758
shares
|
$3.26 Million
1.16% of portfolio
|
Q4 2025
Added 10.73%
|
|
|
Ames National Corp
Ames, IA |
Nov 12, 2025 Q3 2025 |
50,410
shares
|
$3.24 Million
1.95% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
50,254
shares
|
$3.23 Million
0.57% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
50,191
shares
|
$3.22 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Mor Wealth Management, LLC
Philadelphia, PA |
Jan 14, 2026 Q4 2025 |
49,818
shares
|
$3.2 Million
1.5% of portfolio
|
Q4 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
49,774
shares
|
$3.2 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
49,671
shares
|
$3.19 Million
0.4% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
49,547
shares
|
$3.18 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
49,506
shares
|
$3.18 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
49,142
shares
|
$3.15 Million
0.02% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
48,972
shares
|
$3.14 Million
0.51% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
48,783
shares
|
$3.13 Million
0.39% of portfolio
|
Q4 2025
Reduced 8.21%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
48,740
shares
|
$3.13 Million
1.74% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
48,655
shares
|
$3.12 Million
0.34% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
48,510
shares
|
$3.11 Million
0.96% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
48,496
shares
|
$3.11 Million
0.5% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
48,366
shares
|
$3.11 Million
0.08% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
48,296
shares
|
$3.1 Million
1.81% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
48,143
shares
|
$3.09 Million
0.14% of portfolio
|
Q3 2025
Added 31.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
48,078
shares
|
$3.09 Million
0.12% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
47,968
shares
|
$3.08 Million
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
47,960
shares
|
$3.08 Million
1.07% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
47,771
shares
|
$3.07 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.54%
|
|