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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
3,877
shares
|
$248,903
0.1% of portfolio
|
Q4 2025
Reduced 34.19%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 13, 2026 Q4 2025 |
3,875
shares
|
$248,775
0.22% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
3,866
shares
|
$248,197
0.17% of portfolio
|
Q4 2025
Added 9.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
3,853
shares
|
$247,362
0.01% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
3,835
shares
|
$246,207
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
3,835
shares
|
$246,207
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
3,832
shares
|
$246,014
0.06% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,829
shares
|
$245,821
0.17% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,800
shares
|
$243,960
0.04% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
3,789
shares
|
$243,253
0.02% of portfolio
|
Q3 2025
Reduced 62.8%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
3,779
shares
|
$242,611
0.02% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,774
shares
|
$242,290
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,774
shares
|
$242,290
0.04% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
3,760
shares
|
$241,392
0.07% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Northstar Advisory Group, LLC
|
Jan 15, 2026 Q4 2025 |
3,756
shares
|
$241,135
0.09% of portfolio
|
Q4 2025
Reduced 91.52%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
3,750
shares
|
$240,750
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$239,273
0.1% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
3,725
shares
|
$239,145
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
3,725
shares
|
$239,145
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,721
shares
|
$238,888
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,710
shares
|
$238,182
0.02% of portfolio
|
Q4 2025
Reduced 22.29%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,688
shares
|
$236,769
0.03% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,677
shares
|
$236,063
0.03% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
3,675
shares
|
$235,935
0.05% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,674
shares
|
$235,870
0.02% of portfolio
|
Q2 2025
Reduced 48.46%
|
|