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 |
|---|---|---|---|---|---|
|
Petros Family Wealth, LLC
Bloomington, MN |
Jan 14, 2026 Q4 2025 |
47,627
shares
|
$3.06 Million
2.09% of portfolio
|
Q4 2025
Added 15.46%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
47,135
shares
|
$3.03 Million
0.4% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
47,124
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2025
Added 215.21%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
47,094
shares
|
$3.02 Million
0.39% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
47,060
shares
|
$3.02 Million
1.82% of portfolio
|
Q3 2025
Added 9.1%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
46,750
shares
|
$3 Million
0.32% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
46,740
shares
|
$3 Million
0.31% of portfolio
|
Q3 2025
Added 50.34%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
46,677
shares
|
$3 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
46,530
shares
|
$2.99 Million
1.5% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
45,985
shares
|
$2.95 Million
1.69% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
45,777
shares
|
$2.94 Million
1.2% of portfolio
|
Q4 2025
Reduced 20.62%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
45,711
shares
|
$2.93 Million
1.11% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
45,683
shares
|
$2.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
45,638
shares
|
$2.93 Million
0.43% of portfolio
|
Q3 2022
Added 0.16%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
45,371
shares
|
$2.91 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
45,369
shares
|
$2.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
45,214
shares
|
$2.9 Million
0.1% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
45,165
shares
|
$2.9 Million
2.12% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
45,045
shares
|
$2.89 Million
0.4% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
44,753
shares
|
$2.87 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
44,718
shares
|
$2.87 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
44,510
shares
|
$2.86 Million
0.08% of portfolio
|
Q2 2025
Reduced 38.02%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
44,338
shares
|
$2.85 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
43,970
shares
|
$2.82 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
43,914
shares
|
$2.82 Million
1.7% of portfolio
|
Q4 2025
Added 0.33%
|
|