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 |
|---|---|---|---|---|---|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
12,668
shares
|
$813,285
0.31% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
12,637
shares
|
$811,295
0.1% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
12,578
shares
|
$807,507
1.68% of portfolio
|
Q4 2022
Added 77.01%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
12,526
shares
|
$804,169
0.23% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
12,478
shares
|
$801,087
0.56% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
12,424
shares
|
$797,620
0.55% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
12,424
shares
|
$797,620
0.89% of portfolio
|
Q3 2025
Added 56.57%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
12,406
shares
|
$796,465
0.16% of portfolio
|
Q2 2023
Added 0.15%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,367
shares
|
$793,961
0.07% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
12,347
shares
|
$792,677
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
12,312
shares
|
$790,430
0.29% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
12,305
shares
|
$789,981
0.06% of portfolio
|
Q2 2025
Added 53.91%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,300
shares
|
$789,660
0.69% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
12,280
shares
|
$788,376
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
12,269
shares
|
$787,669
0.07% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
12,259
shares
|
$787,027
0.28% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
12,209
shares
|
$783,817
0.03% of portfolio
|
Q3 2025
Added 15.03%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,191
shares
|
$782,662
0.4% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
12,131
shares
|
$778,810
0.21% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
12,128
shares
|
$778,617
0.62% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
12,124
shares
|
$778,360
0.01% of portfolio
|
Q3 2025
Reduced 26.66%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
12,121
shares
|
$778,168
0.68% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
12,106
shares
|
$777,205
1.75% of portfolio
|
Q2 2022
Added 0.42%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
12,089
shares
|
$776,113
0.41% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
12,038
shares
|
$772,839
0.05% of portfolio
|
Q3 2025
New holding
|
|