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 |
|---|---|---|---|---|---|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
41,619
shares
|
$2.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
41,417
shares
|
$2.66 Million
2.9% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
41,368
shares
|
$2.66 Million
0.3% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
41,277
shares
|
$2.65 Million
1.97% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
41,165
shares
|
$2.64 Million
0.67% of portfolio
|
Q4 2025
Added 98.71%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
41,081
shares
|
$2.64 Million
0.47% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
41,034
shares
|
$2.63 Million
0.61% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
40,977
shares
|
$2.63 Million
0.75% of portfolio
|
Q3 2025
Reduced 49.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
40,960
shares
|
$2.63 Million
0.2% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
40,737
shares
|
$2.62 Million
0.95% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
40,545
shares
|
$2.6 Million
1.82% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
40,468
shares
|
$2.6 Million
0.76% of portfolio
|
Q3 2025
Added 26.42%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
40,393
shares
|
$2.59 Million
2.43% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
40,368
shares
|
$2.59 Million
0.53% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
40,219
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
40,140
shares
|
$2.58 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
40,081
shares
|
$2.57 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
40,044
shares
|
$2.57 Million
1.53% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
39,905
shares
|
$2.56 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
39,762
shares
|
$2.55 Million
0.81% of portfolio
|
Q4 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
39,538
shares
|
$2.54 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
39,458
shares
|
$2.53 Million
1.14% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
39,381
shares
|
$2.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
39,295
shares
|
$2.52 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
39,246
shares
|
$2.52 Million
0.3% of portfolio
|
Q3 2025
Added 2.36%
|
|