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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,333
shares
|
$278,178
0.08% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
4,330
shares
|
$277,986
0.03% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
4,325
shares
|
$277,665
0.03% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
4,320
shares
|
$277,344
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,320
shares
|
$277,344
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,320
shares
|
$277,344
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,300
shares
|
$276,060
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
4,298
shares
|
$275,931
0.07% of portfolio
|
Q3 2025
Added 16.79%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
4,296
shares
|
$275,803
0.4% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
4,283
shares
|
$274,968
0.04% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
4,262
shares
|
$273,620
0.02% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
4,256
shares
|
$273,235
0.23% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
4,254
shares
|
$273,106
0.11% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,247
shares
|
$272,657
0.04% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,246
shares
|
$272,593
0.38% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
4,240
shares
|
$272,208
0.08% of portfolio
|
Q3 2025
Reduced 28.01%
|
|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,234
shares
|
$271,822
3.69% of portfolio
|
Q3 2023
Reduced 88.71%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,227
shares
|
$271,373
0.04% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,221
shares
|
$270,988
0.1% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
4,219
shares
|
$270,859
0.07% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
4,213
shares
|
$270,474
0.12% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
4,190
shares
|
$268,998
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,187
shares
|
$268,805
0.18% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,184
shares
|
$268,612
0.05% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
4,183
shares
|
$268,548
0.07% of portfolio
|
Q2 2025
Added 8.65%
|
|