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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
4,611
shares
|
$296,026
0.05% of portfolio
|
Q3 2025
Reduced 57.88%
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,610
shares
|
$295,962
0.12% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
4,610
shares
|
$295,962
0.14% of portfolio
|
Q4 2025
Reduced 15.23%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
4,589
shares
|
$294,613
0.27% of portfolio
|
Q3 2025
Added 32.48%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,585
shares
|
$294,357
0.12% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
4,580
shares
|
$294,036
0.07% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
4,577
shares
|
$293,843
0.23% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Sentry LLC
Memphis, TN |
Jan 16, 2026 Q4 2025 |
4,575
shares
|
$293,715
0.08% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
4,572
shares
|
$293,522
0.07% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
4,571
shares
|
$293,458
0.02% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
4,565
shares
|
$293,073
0.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
4,561
shares
|
$292,816
0.17% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,555
shares
|
$292,431
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
4,547
shares
|
$291,917
0.06% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
4,535
shares
|
$291,147
0.02% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
4,530
shares
|
$290,826
0.02% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
4,530
shares
|
$290,826
0.13% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
4,525
shares
|
$290,505
0.1% of portfolio
|
Q2 2025
Reduced 13.23%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
4,525
shares
|
$290,505
0.2% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
4,510
shares
|
$289,542
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
4,473
shares
|
$287,166
0.05% of portfolio
|
Q3 2025
Added 11.63%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
4,470
shares
|
$286,974
0.11% of portfolio
|
Q3 2025
Reduced 40.72%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,456
shares
|
$286,075
0.08% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
4,455
shares
|
$286,011
0.1% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
4,450
shares
|
$285,690
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|