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 |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,790
shares
|
$435,918
0.2% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,744
shares
|
$432,964
0.27% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,744
shares
|
$432,964
0.03% of portfolio
|
Q2 2025
Added 70.39%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,738
shares
|
$432,579
0.2% of portfolio
|
Q1 2024
Added 320.34%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
6,735
shares
|
$432,387
0.24% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,726
shares
|
$431,809
0.27% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
6,713
shares
|
$430,974
0.18% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
6,669
shares
|
$428,149
0.85% of portfolio
|
Q4 2022
Reduced 6.11%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
6,661
shares
|
$427,636
0.1% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
6,647
shares
|
$426,737
0.2% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,645
shares
|
$426,609
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
6,643
shares
|
$426,480
0.01% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
6,635
shares
|
$425,967
0.1% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
6,618
shares
|
$424,875
0.2% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,598
shares
|
$423,591
0.07% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
6,583
shares
|
$422,628
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
6,570
shares
|
$421,794
0.15% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 14, 2026 Q4 2025 |
6,566
shares
|
$421,537
0.06% of portfolio
|
Q4 2025
Reduced 23.74%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
6,565
shares
|
$421,473
0.02% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
6,544
shares
|
$420,124
0.06% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Dopkins Wealth Management, LLC
|
Jan 09, 2026 Q4 2025 |
6,535
shares
|
$419,547
0.18% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
6,535
shares
|
$419,547
0.1% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
6,524
shares
|
$418,840
0.16% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
6,512
shares
|
$418,070
0.47% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,492
shares
|
$416,786
0.06% of portfolio
|
Q3 2025
Reduced 10.66%
|
|