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 2,777 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 $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
847,090
shares
|
$54.4 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
838,386
shares
|
$53.8 Million
6.84% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
832,346
shares
|
$53.4 Million
5.33% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 31, 2025 Q3 2025 |
823,943
shares
|
$52.9 Million
6.45% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
820,678
shares
|
$52.7 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
818,086
shares
|
$52.5 Million
14.79% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
814,807
shares
|
$52.3 Million
4.42% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
812,702
shares
|
$52.2 Million
0.72% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
791,410
shares
|
$50.8 Million
4.66% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
785,794
shares
|
$50.4 Million
4.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
783,300
shares
|
$50.3 Million
4.69% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
780,801
shares
|
$50.1 Million
2.37% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
773,965
shares
|
$49.7 Million
3.49% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
773,050
shares
|
$49.6 Million
4.55% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
770,299
shares
|
$49.5 Million
0.95% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
764,313
shares
|
$49.1 Million
29.18% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
753,817
shares
|
$48.4 Million
4.57% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
752,695
shares
|
$48.3 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
742,372
shares
|
$47.7 Million
2.87% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
733,330
shares
|
$47.1 Million
1.23% of portfolio
|
Q4 2025
Reduced 2.53%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
732,337
shares
|
$47 Million
0.91% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
727,375
shares
|
$46.7 Million
5.32% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
712,277
shares
|
$45.7 Million
7.32% of portfolio
|
Q3 2025
Added 93.82%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
712,194
shares
|
$45.7 Million
13.32% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
708,892
shares
|
$45.5 Million
5.32% of portfolio
|
Q2 2025
Added 11.06%
|
|