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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
6,011
shares
|
$385,906
0.15% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
5,993
shares
|
$384,750
0.7% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
5,989
shares
|
$384,493
0.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
5,945
shares
|
$381,669
0.19% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
5,943
shares
|
$381,540
0.11% of portfolio
|
Q4 2025
Reduced 23.09%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
5,931
shares
|
$380,770
0.21% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,926
shares
|
$380,449
0.06% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
5,925
shares
|
$380,385
0.2% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
5,923
shares
|
$380,256
0.06% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
5,921
shares
|
$380,128
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 16, 2026 Q4 2025 |
5,911
shares
|
$379,486
0.16% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
5,900
shares
|
$378,780
0.13% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,890
shares
|
$378,138
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
5,880
shares
|
$377,496
0.15% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Selective Wealth Management, Inc.
|
Jan 16, 2026 Q4 2025 |
5,873
shares
|
$377,046
0.11% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jan 07, 2026 Q4 2025 |
5,865
shares
|
$376,533
0.2% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
5,855
shares
|
$375,891
0.04% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
5,854
shares
|
$375,826
0.08% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,824
shares
|
$373,900
0.14% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
5,820
shares
|
$373,644
0.21% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
5,787
shares
|
$371,525
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,780
shares
|
$371,076
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
5,767
shares
|
$370,241
0.54% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,764
shares
|
$370,048
0.21% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,764
shares
|
$370,048
0.06% of portfolio
|
Q2 2025
Added 1.03%
|
|