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 |
|---|---|---|---|---|---|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
9,865
shares
|
$633,333
0.04% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
9,855
shares
|
$632,691
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
9,848
shares
|
$632,241
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
9,840
shares
|
$631,728
0.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
9,835
shares
|
$631,407
0.15% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
9,830
shares
|
$631,086
0.22% of portfolio
|
Q2 2024
Added 504.92%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
9,818
shares
|
$630,315
0.17% of portfolio
|
Q3 2025
Added 373.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
9,802
shares
|
$629,288
0.01% of portfolio
|
Q3 2025
Reduced 8.41%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
9,760
shares
|
$626,592
0.27% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
9,733
shares
|
$624,858
0.06% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,730
shares
|
$624,666
0.04% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
9,684
shares
|
$621,712
0.41% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
9,677
shares
|
$621,263
0.31% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
9,666
shares
|
$620,557
0.0% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
9,641
shares
|
$618,952
0.35% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
9,635
shares
|
$618,567
0.02% of portfolio
|
Q2 2024
Added 107.87%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
9,628
shares
|
$618,117
0.1% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
9,554
shares
|
$613,366
0.13% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
9,517
shares
|
$610,991
0.43% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
9,468
shares
|
$607,845
0.38% of portfolio
|
Q3 2025
Added 15.87%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
9,457
shares
|
$607,139
0.45% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
9,455
shares
|
$607,011
0.09% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
9,417
shares
|
$604,571
0.07% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
9,415
shares
|
$604,443
0.54% of portfolio
|
Q4 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
9,398
shares
|
$603,351
0.12% of portfolio
|
Q1 2025
Added 5.5%
|
|