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 |
|---|---|---|---|---|---|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
43,914
shares
|
$2.82 Million
1.7% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
43,902
shares
|
$2.82 Million
0.16% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
43,665
shares
|
$2.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
43,640
shares
|
$2.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
43,533
shares
|
$2.79 Million
2.08% of portfolio
|
Q4 2025
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
43,427
shares
|
$2.79 Million
0.18% of portfolio
|
Q3 2025
Reduced 19.32%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
43,031
shares
|
$2.76 Million
1.04% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
42,888
shares
|
$2.75 Million
1.29% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
42,857
shares
|
$2.75 Million
1.64% of portfolio
|
Q3 2025
Reduced 18.62%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
42,647
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.47%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
42,621
shares
|
$2.74 Million
0.55% of portfolio
|
Q3 2025
Added 296.59%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
42,551
shares
|
$2.73 Million
0.7% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
42,510
shares
|
$2.73 Million
0.19% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
42,490
shares
|
$2.73 Million
2.04% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jan 14, 2026 Q4 2025 |
42,461
shares
|
$2.73 Million
2.08% of portfolio
|
Q4 2025
Reduced 4.79%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
42,426
shares
|
$2.72 Million
8.73% of portfolio
|
Q4 2022
Added 2.71%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
42,346
shares
|
$2.72 Million
0.41% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
42,256
shares
|
$2.71 Million
1.59% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
42,223
shares
|
$2.71 Million
0.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
42,187
shares
|
$2.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
42,047
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2025
Added 30.53%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
42,023
shares
|
$2.7 Million
1.44% of portfolio
|
Q3 2025
Added 43.1%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
41,697
shares
|
$2.68 Million
1.08% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
41,653
shares
|
$2.67 Million
0.8% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
41,620
shares
|
$2.67 Million
0.54% of portfolio
|
Q3 2025
Added 1.04%
|
|