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 2,776 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 |
|---|---|---|---|---|---|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
932
shares
|
$59,834
0.02% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
898
shares
|
$57,651
0.04% of portfolio
|
Q1 2025
Added 20.21%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
895
shares
|
$57,459
0.09% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
895
shares
|
$57,459
0.02% of portfolio
|
Q1 2025
Added 5866.67%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
880
shares
|
$56,496
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
848
shares
|
$54,441
0.15% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
827
shares
|
$53,093
0.22% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
809
shares
|
$51,937
0.04% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$51,552
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$51,231
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
781
shares
|
$50,140
0.05% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
781
shares
|
$50,140
0.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
770
shares
|
$49,434
0.11% of portfolio
|
Q3 2025
Reduced 96.22%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
750
shares
|
$48,150
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
750
shares
|
$48,150
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
735
shares
|
$47,187
0.02% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
735
shares
|
$47,187
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
697
shares
|
$44,747
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
675
shares
|
$43,335
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
665
shares
|
$42,693
0.0% of portfolio
|
Q1 2025
Added 46.15%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
665
shares
|
$42,693
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$42,051
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
652
shares
|
$41,858
0.0% of portfolio
|
Q2 2025
Reduced 30.93%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
625
shares
|
$40,125
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
607
shares
|
$38,969
0.02% of portfolio
|
Q1 2025
Added 9.37%
|
|