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 |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
32,921
shares
|
$2.11 Million
0.63% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
32,857
shares
|
$2.11 Million
1.54% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
32,826
shares
|
$2.11 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
32,795
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2025
Added 159.35%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
32,639
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2025
Added 5.03%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
32,590
shares
|
$2.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
32,582
shares
|
$2.09 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,446
shares
|
$2.08 Million
0.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
32,414
shares
|
$2.08 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,340
shares
|
$2.08 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
32,318
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
32,315
shares
|
$2.07 Million
1.48% of portfolio
|
Q4 2025
Reduced 1.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
32,310
shares
|
$2.07 Million
0.35% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
32,310
shares
|
$2.07 Million
0.66% of portfolio
|
Q4 2025
Reduced 2.11%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
32,299
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
32,266
shares
|
$2.07 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
32,159
shares
|
$2.06 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
32,117
shares
|
$2.06 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
32,095
shares
|
$2.06 Million
0.54% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
32,073
shares
|
$2.06 Million
0.52% of portfolio
|
Q3 2025
Added 9.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
32,069
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
32,033
shares
|
$2.06 Million
0.41% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
31,750
shares
|
$2.04 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
31,522
shares
|
$2.02 Million
0.29% of portfolio
|
Q3 2025
Reduced 59.68%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
31,413
shares
|
$2.02 Million
1.19% of portfolio
|
Q3 2025
Added 1.03%
|
|