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 |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
17,920
shares
|
$1.15 Million
5.21% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
17,901
shares
|
$1.15 Million
0.75% of portfolio
|
Q4 2025
Added 4.81%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
17,880
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
17,870
shares
|
$1.15 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
17,862
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
17,754
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
17,719
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
17,716
shares
|
$1.14 Million
1.96% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
17,710
shares
|
$1.14 Million
0.33% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
17,707
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2025
Added 7.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
17,650
shares
|
$1.13 Million
0.24% of portfolio
|
Q4 2025
Reduced 25.96%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
17,599
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2025
Added 3.13%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
17,587
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
17,519
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Added 35.04%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
17,496
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 15.61%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
17,495
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2022
Reduced 21.53%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
17,494
shares
|
$1.12 Million
0.44% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
17,487
shares
|
$1.12 Million
0.09% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
17,465
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Tufton Capital Management
|
Oct 31, 2025 Q3 2025 |
17,458
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
17,400
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
17,329
shares
|
$1.11 Million
0.52% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
17,291
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
17,290
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
17,282
shares
|
$1.11 Million
0.48% of portfolio
|
Q3 2025
Added 1.18%
|
|