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 2,784 institutions that hold shares in the stock, with a total of 1.17 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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
24,102
shares
|
$1.55 Million
0.59% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
24,069
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2022
Added 0.59%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
24,040
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 104.49%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,001
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
23,984
shares
|
$1.54 Million
0.26% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
23,936
shares
|
$1.54 Million
1.44% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
23,711
shares
|
$1.52 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
23,609
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
23,518
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
23,490
shares
|
$1.51 Million
0.97% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
23,481
shares
|
$1.51 Million
0.82% of portfolio
|
Q4 2025
Reduced 4.67%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
23,476
shares
|
$1.51 Million
0.85% of portfolio
|
Q4 2025
Added 16.94%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
23,373
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2025
Reduced 12.21%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
23,365
shares
|
$1.5 Million
1.14% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
23,350
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
23,310
shares
|
$1.5 Million
0.97% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
23,292
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
23,250
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
23,244
shares
|
$1.49 Million
0.22% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,220
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
23,109
shares
|
$1.48 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
23,099
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
23,051
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
22,947
shares
|
$1.47 Million
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
22,822
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Added 5.93%
|
|