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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
34,551
shares
|
$2.22 Million
0.82% of portfolio
|
Q3 2025
Reduced 11.49%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
34,497
shares
|
$2.21 Million
0.87% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
34,475
shares
|
$2.21 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
34,384
shares
|
$2.21 Million
1.21% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
34,347
shares
|
$2.21 Million
1.71% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
34,282
shares
|
$2.2 Million
1.26% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
34,041
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
34,002
shares
|
$2.18 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
33,925
shares
|
$2.18 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
33,865
shares
|
$2.17 Million
3.67% of portfolio
|
Q4 2023
Added 18.52%
|
|
|
Biltmore Family Office, LLC
|
Oct 31, 2025 Q3 2025 |
33,839
shares
|
$2.17 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
33,765
shares
|
$2.17 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
33,742
shares
|
$2.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
33,619
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Maple Capital Management, Inc.
|
Nov 21, 2025 Q3 2025 |
33,577
shares
|
$2.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
33,551
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2025
Added 4.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
33,357
shares
|
$2.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
33,310
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 30.32%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
33,297
shares
|
$2.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
33,220
shares
|
$2.13 Million
1.02% of portfolio
|
Q4 2025
Reduced 2.28%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
33,218
shares
|
$2.13 Million
0.75% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
33,198
shares
|
$2.13 Million
0.23% of portfolio
|
Q3 2025
Added 16499.0%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
33,059
shares
|
$2.12 Million
0.81% of portfolio
|
Q4 2025
Reduced 45.29%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
32,988
shares
|
$2.12 Million
0.26% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
32,981
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2025
Added 1.18%
|
|