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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
10,295
shares
|
$660,939
0.27% of portfolio
|
Q4 2025
Reduced 21.14%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
10,291
shares
|
$660,682
0.06% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
10,289
shares
|
$660,553
0.31% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
10,263
shares
|
$658,884
0.32% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
10,255
shares
|
$658,371
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
10,231
shares
|
$656,830
0.08% of portfolio
|
Q4 2025
Added 10.83%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
10,226
shares
|
$656,509
0.51% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
10,166
shares
|
$652,657
0.02% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
10,151
shares
|
$651,694
0.14% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,147
shares
|
$651,437
0.11% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
10,053
shares
|
$645,402
0.22% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
10,034
shares
|
$644,182
0.47% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
10,018
shares
|
$643,155
0.2% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,007
shares
|
$642,449
0.08% of portfolio
|
Q3 2025
Added 52.08%
|
|
|
Fishman Jay A LTD
Troy, MI |
Nov 05, 2025 Q3 2025 |
10,000
shares
|
$642,000
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
9,987
shares
|
$641,165
0.21% of portfolio
|
Q3 2025
Reduced 26.75%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
9,987
shares
|
$641,165
0.42% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
9,973
shares
|
$640,266
0.23% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,971
shares
|
$640,138
0.25% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
9,971
shares
|
$640,138
0.49% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
9,902
shares
|
$635,708
0.07% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
9,898
shares
|
$635,451
0.05% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
9,885
shares
|
$634,617
0.08% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Bath Savings Trust CO
|
Jan 12, 2026 Q4 2025 |
9,873
shares
|
$633,846
0.06% of portfolio
|
Q4 2025
Added 1.8%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
9,865
shares
|
$633,333
0.04% of portfolio
|
Q3 2025
Reduced 2.45%
|
|