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 2,792 institutions that hold shares in the stock, with a total of 1.18 Billion shares, which have been reported (via 13F filing form) to have a value of $75.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,743
shares
|
$176,100
3.1% of portfolio
|
Q4 2023
Reduced 29.54%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
2,715
shares
|
$174,303
0.06% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$173,532
0.06% of portfolio
|
Q1 2023
Reduced 1.46%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
2,685
shares
|
$172,377
0.07% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
2,635
shares
|
$169,167
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,618
shares
|
$168,075
0.05% of portfolio
|
Q4 2023
Reduced 56.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,617
shares
|
$168,011
0.08% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,588
shares
|
$166,149
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,567
shares
|
$164,801
0.05% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,529
shares
|
$162,361
0.02% of portfolio
|
Q4 2025
Reduced 14.01%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
2,527
shares
|
$162,233
0.05% of portfolio
|
Q3 2022
Reduced 2.17%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,520
shares
|
$161,784
0.17% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,518
shares
|
$161,655
0.03% of portfolio
|
Q3 2025
Reduced 15.3%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
2,500
shares
|
$160,500
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
2,491
shares
|
$159,922
8.0% of portfolio
|
Q2 2022
Added 0.32%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
2,485
shares
|
$159,537
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
2,469
shares
|
$158,509
0.31% of portfolio
|
Q4 2023
Reduced 0.44%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
2,463
shares
|
$158,124
0.06% of portfolio
|
Q1 2025
Added 10.6%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,458
shares
|
$157,803
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
2,450
shares
|
$157,290
0.03% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
2,420
shares
|
$155,364
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
2,410
shares
|
$154,722
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,385
shares
|
$153,117
0.01% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
2,385
shares
|
$153,117
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$152,475
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|