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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,792
shares
|
$307,646
0.18% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
4,789
shares
|
$307,453
0.01% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
4,768
shares
|
$306,105
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
4,765
shares
|
$305,913
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,762
shares
|
$305,720
0.16% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,754
shares
|
$305,206
0.12% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
4,749
shares
|
$304,885
0.37% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
4,740
shares
|
$304,308
0.07% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,735
shares
|
$303,987
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,727
shares
|
$303,473
0.01% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,718
shares
|
$302,895
0.04% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
4,716
shares
|
$302,767
0.25% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,705
shares
|
$302,061
0.1% of portfolio
|
Q4 2025
Reduced 3.65%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
4,702
shares
|
$301,868
0.04% of portfolio
|
Q3 2025
Reduced 22.06%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
4,665
shares
|
$299,493
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
4,656
shares
|
$298,915
0.14% of portfolio
|
Q4 2023
Added 1.88%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
4,650
shares
|
$298,530
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,645
shares
|
$298,209
0.03% of portfolio
|
Q2 2025
Reduced 54.21%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
4,638
shares
|
$297,759
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
4,633
shares
|
$297,438
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
4,633
shares
|
$297,438
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
4,627
shares
|
$297,053
0.04% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,622
shares
|
$296,732
0.04% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
4,621
shares
|
$296,668
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
4,612
shares
|
$296,090
0.09% of portfolio
|
Q4 2025
Reduced 29.74%
|
|