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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
28,351
shares
|
$1.82 Million
1.26% of portfolio
|
Q4 2025
Added 2.79%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
28,317
shares
|
$1.82 Million
0.31% of portfolio
|
Q4 2025
Added 9.06%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
28,285
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
28,254
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2025
Reduced 1.11%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
28,160
shares
|
$1.81 Million
0.3% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
28,136
shares
|
$1.81 Million
1.2% of portfolio
|
Q2 2023
Reduced 2.55%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
28,080
shares
|
$1.8 Million
0.89% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
28,000
shares
|
$1.8 Million
0.29% of portfolio
|
Q2 2025
Added 12.45%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
27,833
shares
|
$1.79 Million
0.88% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
27,779
shares
|
$1.78 Million
4.56% of portfolio
|
Q4 2023
Added 14.26%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
27,733
shares
|
$1.78 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
27,727
shares
|
$1.78 Million
0.22% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
27,542
shares
|
$1.77 Million
1.63% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
27,481
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
27,443
shares
|
$1.76 Million
0.46% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
27,413
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Added 77.72%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
27,382
shares
|
$1.76 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
27,378
shares
|
$1.76 Million
0.44% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
27,321
shares
|
$1.75 Million
6.44% of portfolio
|
Q4 2022
Reduced 8.11%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
27,289
shares
|
$1.75 Million
0.19% of portfolio
|
Q4 2025
Added 2.16%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
27,216
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
27,081
shares
|
$1.74 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
26,981
shares
|
$1.73 Million
0.89% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
26,815
shares
|
$1.72 Million
0.39% of portfolio
|
Q2 2025
Added 1.19%
|
|