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 |
|---|---|---|---|---|---|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
21,016
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
20,979
shares
|
$1.35 Million
0.13% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
20,979
shares
|
$1.35 Million
0.26% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
20,941
shares
|
$1.34 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
20,932
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
20,785
shares
|
$1.33 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
20,708
shares
|
$1.33 Million
0.35% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
20,628
shares
|
$1.32 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
20,600
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2025
Reduced 3.49%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
20,570
shares
|
$1.32 Million
0.07% of portfolio
|
Q4 2025
Reduced 3.38%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
20,548
shares
|
$1.32 Million
0.59% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
20,539
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
20,509
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
20,490
shares
|
$1.32 Million
0.31% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
20,465
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
20,454
shares
|
$1.31 Million
0.46% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
20,422
shares
|
$1.31 Million
0.23% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,385
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
20,315
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2025
Added 49.76%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
20,278
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
20,217
shares
|
$1.3 Million
0.62% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
20,210
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
20,203
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
20,100
shares
|
$1.29 Million
0.07% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
20,069
shares
|
$1.29 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.38%
|
|