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 2,778 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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
5,726
shares
|
$367,609
0.07% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
5,725
shares
|
$367,545
0.02% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
5,725
shares
|
$367,545
0.24% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
5,686
shares
|
$365,041
0.3% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,659
shares
|
$363,307
0.11% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,651
shares
|
$362,794
0.28% of portfolio
|
Q3 2023
Reduced 7.99%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
5,633
shares
|
$361,638
0.05% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,624
shares
|
$361,060
0.09% of portfolio
|
Q3 2025
Added 34.19%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
5,617
shares
|
$360,611
0.04% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,605
shares
|
$359,841
0.1% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,600
shares
|
$359,520
0.16% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
5,587
shares
|
$358,685
0.04% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
5,566
shares
|
$357,337
0.18% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,561
shares
|
$357,016
0.02% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
5,560
shares
|
$356,952
0.07% of portfolio
|
Q4 2025
Added 15.62%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
5,557
shares
|
$356,759
0.19% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
5,536
shares
|
$355,411
0.15% of portfolio
|
Q4 2025
Reduced 96.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
5,523
shares
|
$354,576
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,504
shares
|
$353,356
0.03% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
5,490
shares
|
$352,458
0.0% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
5,460
shares
|
$350,532
0.53% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
5,452
shares
|
$350,018
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
5,442
shares
|
$349,376
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
5,440
shares
|
$349,248
0.01% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
5,415
shares
|
$347,643
0.03% of portfolio
|
Q4 2025
Added 0.45%
|
|