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 |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,829
shares
|
$245,821
0.17% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,800
shares
|
$243,960
0.04% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
3,789
shares
|
$243,253
0.02% of portfolio
|
Q3 2025
Reduced 62.8%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,779
shares
|
$242,611
0.02% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,774
shares
|
$242,290
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,774
shares
|
$242,290
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$241,392
0.07% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
3,750
shares
|
$240,750
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$239,273
0.1% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
3,725
shares
|
$239,145
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
3,725
shares
|
$239,145
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,721
shares
|
$238,888
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,710
shares
|
$238,182
0.02% of portfolio
|
Q4 2025
Reduced 22.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
3,705
shares
|
$237,861
0.15% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,688
shares
|
$236,769
0.03% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,677
shares
|
$236,063
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,675
shares
|
$235,935
0.05% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
3,674
shares
|
$235,870
0.02% of portfolio
|
Q2 2025
Reduced 48.46%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,670
shares
|
$235,614
0.07% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
3,662
shares
|
$235,100
0.18% of portfolio
|
Q3 2025
Added 62.32%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
3,660
shares
|
$234,972
0.04% of portfolio
|
Q3 2025
Reduced 21.78%
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
3,650
shares
|
$234,330
0.13% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,640
shares
|
$233,688
0.03% of portfolio
|
Q3 2024
Reduced 19.38%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
3,635
shares
|
$233,367
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
3,631
shares
|
$233,110
0.18% of portfolio
|
Q3 2025
New holding
|
|