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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
21,838
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
21,807
shares
|
$1.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
21,805
shares
|
$1.4 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
21,787
shares
|
$1.4 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,772
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2022
Added 16.04%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
21,737
shares
|
$1.4 Million
0.78% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
21,713
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
21,653
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
21,618
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
21,615
shares
|
$1.39 Million
0.71% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
21,608
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2025
Added 15.35%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
21,605
shares
|
$1.39 Million
0.73% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
21,592
shares
|
$1.39 Million
1.05% of portfolio
|
Q3 2025
Added 15.05%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
21,559
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
21,550
shares
|
$1.38 Million
0.57% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
21,505
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2025
Reduced 13.86%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,480
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
21,453
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,385
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2022
Added 2.81%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
21,345
shares
|
$1.37 Million
0.73% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
21,249
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
21,227
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
21,125
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
21,098
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
21,079
shares
|
$1.35 Million
1.05% of portfolio
|
Q3 2025
Added 1.1%
|
|