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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
29,871
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2024
Reduced 65.53%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
29,763
shares
|
$1.91 Million
0.16% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
29,748
shares
|
$1.91 Million
0.35% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
29,682
shares
|
$1.91 Million
1.38% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
29,675
shares
|
$1.91 Million
0.67% of portfolio
|
Q4 2025
Reduced 2.05%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
29,625
shares
|
$1.9 Million
0.17% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
29,601
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
29,457
shares
|
$1.89 Million
1.6% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
29,390
shares
|
$1.89 Million
1.1% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
29,315
shares
|
$1.88 Million
1.21% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
29,170
shares
|
$1.87 Million
1.13% of portfolio
|
Q3 2025
Reduced 82.68%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
28,994
shares
|
$1.86 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
28,989
shares
|
$1.86 Million
2.57% of portfolio
|
Q2 2022
Added 4.63%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
28,965
shares
|
$1.86 Million
0.68% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
28,895
shares
|
$1.86 Million
0.95% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
28,861
shares
|
$1.85 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
28,830
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
28,755
shares
|
$1.85 Million
0.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
28,671
shares
|
$1.84 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
28,612
shares
|
$1.84 Million
0.08% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
28,586
shares
|
$1.84 Million
0.9% of portfolio
|
Q4 2025
Reduced 21.23%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
28,514
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Added 22.91%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
28,450
shares
|
$1.83 Million
1.34% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
28,420
shares
|
$1.82 Million
0.51% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
28,369
shares
|
$1.82 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.07%
|
|