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 |
|---|---|---|---|---|---|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
11,596
shares
|
$744,463
0.24% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
11,566
shares
|
$742,537
0.17% of portfolio
|
Q4 2025
Added 11.45%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,520
shares
|
$739,584
0.01% of portfolio
|
Q3 2025
Added 15.84%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
11,455
shares
|
$735,411
0.27% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
11,438
shares
|
$734,319
0.06% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
11,432
shares
|
$733,934
0.35% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
11,428
shares
|
$733,677
0.06% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
11,395
shares
|
$731,559
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tribridge Partners Financial LLC
Columbia, MD |
Oct 22, 2025 Q3 2025 |
11,371
shares
|
$730,018
0.4% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
11,365
shares
|
$729,633
0.11% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
11,360
shares
|
$729,312
0.06% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
11,285
shares
|
$724,497
0.24% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
11,282
shares
|
$724,304
0.08% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
11,275
shares
|
$723,855
0.0% of portfolio
|
Q3 2025
Reduced 41.83%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
11,268
shares
|
$723,405
0.22% of portfolio
|
Q3 2025
Reduced 56.34%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
11,249
shares
|
$722,185
0.41% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
11,240
shares
|
$721,608
0.2% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
11,227
shares
|
$720,773
0.13% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
11,188
shares
|
$718,269
0.19% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
11,186
shares
|
$718,141
0.27% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
11,165
shares
|
$716,793
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
11,125
shares
|
$714,225
0.02% of portfolio
|
Q1 2024
Added 20.6%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
11,117
shares
|
$713,711
0.16% of portfolio
|
Q4 2025
Reduced 13.24%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
11,098
shares
|
$712,491
0.01% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
11,093
shares
|
$712,170
0.06% of portfolio
|
Q3 2025
Reduced 2.22%
|
|