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 |
|---|---|---|---|---|---|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jan 07, 2026 Q4 2025 |
5,460
shares
|
$350,532
0.53% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
5,452
shares
|
$350,018
0.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
5,442
shares
|
$349,376
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
5,440
shares
|
$349,248
0.01% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
5,415
shares
|
$347,643
0.03% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
5,414
shares
|
$347,578
0.02% of portfolio
|
Q2 2025
Added 227.13%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
5,405
shares
|
$347,001
0.14% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
5,400
shares
|
$346,680
0.05% of portfolio
|
Q4 2024
Reduced 38.78%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
5,387
shares
|
$345,845
0.28% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Oct 14, 2025 Q3 2025 |
5,375
shares
|
$345,075
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
5,369
shares
|
$344,689
0.06% of portfolio
|
Q3 2025
Reduced 35.52%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,366
shares
|
$344,497
0.05% of portfolio
|
Q3 2025
Reduced 26.93%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
5,335
shares
|
$342,507
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
5,325
shares
|
$341,865
0.07% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
5,315
shares
|
$341,223
0.03% of portfolio
|
Q4 2025
Added 0.59%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
5,307
shares
|
$340,709
0.11% of portfolio
|
Q4 2025
Reduced 21.24%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,296
shares
|
$340,003
0.01% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,295
shares
|
$339,939
0.09% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
5,290
shares
|
$339,618
0.03% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,270
shares
|
$338,334
0.04% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,253
shares
|
$337,242
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,235
shares
|
$336,087
0.1% of portfolio
|
Q4 2023
Reduced 88.51%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,220
shares
|
$335,124
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,214
shares
|
$334,738
0.22% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,213
shares
|
$334,674
0.05% of portfolio
|
Q1 2025
Added 1.4%
|
|