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 |
|---|---|---|---|---|---|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
26,630
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
26,586
shares
|
$1.71 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
26,539
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
26,495
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
26,453
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
26,364
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2025
Reduced 9.22%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
26,303
shares
|
$1.69 Million
0.61% of portfolio
|
Q2 2025
Added 11695.07%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
26,276
shares
|
$1.69 Million
0.53% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
26,161
shares
|
$1.68 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
26,156
shares
|
$1.68 Million
0.7% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
26,151
shares
|
$1.68 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
26,023
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
26,018
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
26,017
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
25,952
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Nov 03, 2025 Q3 2025 |
25,937
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
25,934
shares
|
$1.66 Million
0.16% of portfolio
|
Q3 2025
Added 22.82%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
25,914
shares
|
$1.66 Million
0.28% of portfolio
|
Q3 2025
Added 86.24%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
25,877
shares
|
$1.66 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
25,827
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
25,800
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
25,615
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
25,581
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 82.92%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
25,509
shares
|
$1.64 Million
0.99% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
25,453
shares
|
$1.63 Million
0.3% of portfolio
|
Q3 2025
Reduced 16.57%
|
|