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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
15,010
shares
|
$963,642
0.0% of portfolio
|
Q4 2025
Reduced 81.33%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
15,009
shares
|
$963,577
0.33% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
14,977
shares
|
$961,523
0.15% of portfolio
|
Q4 2025
Added 287.5%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
14,960
shares
|
$960,432
0.05% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
14,932
shares
|
$958,634
0.05% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
14,926
shares
|
$958,249
0.13% of portfolio
|
Q3 2025
Added 68.75%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
14,915
shares
|
$957,543
0.08% of portfolio
|
Q1 2025
Added 11.14%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
14,910
shares
|
$957,222
0.75% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,868
shares
|
$954,525
0.02% of portfolio
|
Q1 2024
Added 761.41%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
14,859
shares
|
$953,947
0.04% of portfolio
|
Q4 2025
Reduced 6.31%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
14,854
shares
|
$953,626
0.31% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Jmg Financial Group, Ltd.
|
Nov 12, 2025 Q3 2025 |
14,790
shares
|
$949,518
0.03% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,739
shares
|
$946,243
0.06% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
14,737
shares
|
$946,115
0.15% of portfolio
|
Q3 2025
Reduced 57.31%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
14,727
shares
|
$945,473
0.33% of portfolio
|
Q3 2025
Reduced 43.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
14,726
shares
|
$945,409
0.11% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
14,716
shares
|
$944,767
0.02% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
14,635
shares
|
$939,567
0.26% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
14,603
shares
|
$937,512
0.14% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
14,565
shares
|
$935,073
0.37% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,549
shares
|
$934,045
0.1% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
14,510
shares
|
$931,542
0.32% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
14,501
shares
|
$930,964
0.22% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
14,490
shares
|
$930,258
0.42% of portfolio
|
Q3 2025
Added 59.02%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
14,473
shares
|
$929,166
0.03% of portfolio
|
Q3 2025
Added 148.04%
|
|