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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
19,085
shares
|
$1.23 Million
0.62% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
19,079
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
19,052
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
19,019
shares
|
$1.22 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
19,014
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
18,972
shares
|
$1.22 Million
0.35% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
18,956
shares
|
$1.22 Million
0.95% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
18,946
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
18,879
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
18,855
shares
|
$1.21 Million
1.11% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
18,820
shares
|
$1.21 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
18,704
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
18,700
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
18,523
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
18,471
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2025
Reduced 97.69%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
18,385
shares
|
$1.18 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
18,367
shares
|
$1.18 Million
0.48% of portfolio
|
Q3 2025
Reduced 22.31%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
18,350
shares
|
$1.18 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
18,220
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2023
Added 18.65%
|
|
|
Basepoint Wealth LLC
Cedar Rapids, IA |
Nov 13, 2025 Q3 2025 |
18,163
shares
|
$1.17 Million
0.84% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
18,150
shares
|
$1.17 Million
0.63% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
18,053
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
18,052
shares
|
$1.16 Million
0.51% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
18,015
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
17,995
shares
|
$1.16 Million
0.22% of portfolio
|
Q3 2025
Added 2.95%
|
|