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 |
|---|---|---|---|---|---|
|
Appleton Group, LLC
|
Nov 08, 2023 Q3 2023 |
4,234
shares
|
$271,822
3.69% of portfolio
|
Q3 2023
Reduced 88.71%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
4,227
shares
|
$271,373
0.04% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,221
shares
|
$270,988
0.1% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
4,219
shares
|
$270,859
0.07% of portfolio
|
Q4 2025
Added 0.48%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
4,213
shares
|
$270,474
0.12% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
4,190
shares
|
$268,998
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
4,187
shares
|
$268,805
0.18% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,184
shares
|
$268,612
0.05% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
4,183
shares
|
$268,548
0.07% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
4,180
shares
|
$268,356
0.12% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
4,175
shares
|
$268,035
0.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
Nov 06, 2025 Q3 2025 |
4,174
shares
|
$267,970
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
4,169
shares
|
$267,649
0.01% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
4,140
shares
|
$265,788
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
4,133
shares
|
$265,338
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,110
shares
|
$263,862
0.09% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
4,101
shares
|
$263,284
0.11% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 12, 2025 Q3 2025 |
4,091
shares
|
$262,642
0.15% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
4,070
shares
|
$261,294
0.03% of portfolio
|
Q4 2025
Added 7.36%
|
|
|
Spirit Of America Management Corp
|
Jan 15, 2026 Q4 2025 |
4,054
shares
|
$260,266
0.06% of portfolio
|
Q4 2025
Reduced 50.26%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
4,048
shares
|
$259,881
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,038
shares
|
$259,239
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
4,017
shares
|
$257,891
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
4,009
shares
|
$257,377
0.02% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,003
shares
|
$256,992
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|