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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
39,148
shares
|
$2.51 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
38,953
shares
|
$2.5 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
38,950
shares
|
$2.5 Million
0.32% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
38,828
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2024
Added 407.89%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
38,776
shares
|
$2.49 Million
0.26% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Washburn Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
38,690
shares
|
$2.48 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
38,645
shares
|
$2.48 Million
0.98% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
38,391
shares
|
$2.46 Million
2.02% of portfolio
|
Q3 2025
Reduced 13.15%
|
|
|
Macroview Investment Management LLC
|
Oct 24, 2025 Q3 2025 |
38,338
shares
|
$2.46 Million
1.92% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
38,287
shares
|
$2.46 Million
0.13% of portfolio
|
Q3 2025
Reduced 8.12%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
38,200
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
38,035
shares
|
$2.44 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
37,908
shares
|
$2.43 Million
0.31% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
37,858
shares
|
$2.43 Million
2.15% of portfolio
|
Q4 2022
Added 1.33%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
37,660
shares
|
$2.42 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
37,429
shares
|
$2.4 Million
0.12% of portfolio
|
Q3 2025
Reduced 37.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
37,331
shares
|
$2.4 Million
0.09% of portfolio
|
Q3 2025
Added 474.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
37,309
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2025
Added 4.53%
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
37,267
shares
|
$2.39 Million
2.13% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
37,031
shares
|
$2.38 Million
1.67% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Factorial Partners, LLC
|
Nov 10, 2025 Q3 2025 |
37,000
shares
|
$2.38 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
36,984
shares
|
$2.37 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
36,901
shares
|
$2.37 Million
0.72% of portfolio
|
Q3 2025
Added 16.71%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
36,863
shares
|
$2.37 Million
0.59% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
36,862
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2025
Added 1.58%
|
|