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 2,777 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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
626,053
shares
|
$40.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
624,959
shares
|
$40.1 Million
4.71% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
607,500
shares
|
$39 Million
1.89% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
603,101
shares
|
$38.7 Million
2.74% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
600,487
shares
|
$38.6 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
599,701
shares
|
$38.5 Million
0.92% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
599,496
shares
|
$38.5 Million
0.17% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
597,364
shares
|
$38.4 Million
0.3% of portfolio
|
Q3 2025
Reduced 10.72%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
590,901
shares
|
$37.9 Million
2.06% of portfolio
|
Q3 2025
Added 3524.71%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
588,983
shares
|
$37.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
587,457
shares
|
$37.7 Million
2.02% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
580,932
shares
|
$37.3 Million
0.8% of portfolio
|
Q3 2024
Added 30.16%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
580,927
shares
|
$37.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
572,742
shares
|
$36.8 Million
3.19% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
565,401
shares
|
$36.3 Million
2.99% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
560,803
shares
|
$36 Million
2.15% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
560,290
shares
|
$36 Million
0.85% of portfolio
|
Q4 2025
Added 1.08%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
558,021
shares
|
$35.8 Million
5.42% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
553,835
shares
|
$35.6 Million
3.5% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 14, 2025 Q3 2025 |
553,671
shares
|
$35.5 Million
11.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$35.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
541,613
shares
|
$34.8 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$34.5 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
535,025
shares
|
$34.3 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
530,522
shares
|
$34.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.68%
|
|