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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
4,180
shares
|
$268,356
0.12% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
4,175
shares
|
$268,035
0.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,174
shares
|
$267,970
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,169
shares
|
$267,649
0.01% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
4,140
shares
|
$265,788
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
4,133
shares
|
$265,338
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,110
shares
|
$263,862
0.09% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4,101
shares
|
$263,284
0.11% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
4,091
shares
|
$262,642
0.15% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,070
shares
|
$261,294
0.03% of portfolio
|
Q4 2025
Added 7.36%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
4,048
shares
|
$259,881
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,038
shares
|
$259,239
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,017
shares
|
$257,891
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$257,377
0.02% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,003
shares
|
$256,992
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
4,000
shares
|
$256,800
0.01% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
4,000
shares
|
$256,800
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
3,999
shares
|
$256,735
0.07% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
3,999
shares
|
$256,735
0.16% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,997
shares
|
$256,607
0.07% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,991
shares
|
$256,222
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
3,987
shares
|
$255,965
0.12% of portfolio
|
Q3 2025
Reduced 44.63%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
3,975
shares
|
$255,195
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
3,965
shares
|
$254,553
0.04% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,959
shares
|
$254,167
0.18% of portfolio
|
Q3 2025
Added 0.33%
|
|