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 |
|---|---|---|---|---|---|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
3,532
shares
|
$226,754
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
3,529
shares
|
$226,561
0.05% of portfolio
|
Q3 2025
Added 322.63%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
3,520
shares
|
$225,984
0.05% of portfolio
|
Q2 2024
Reduced 10.55%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
3,514
shares
|
$225,598
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
3,500
shares
|
$224,700
0.13% of portfolio
|
Q4 2025
Added 6.22%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,492
shares
|
$224,186
0.02% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
3,491
shares
|
$224,122
0.17% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
3,487
shares
|
$223,865
0.08% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
3,480
shares
|
$223,416
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
3,478
shares
|
$223,287
0.11% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
3,477
shares
|
$223,223
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
3,473
shares
|
$222,966
0.12% of portfolio
|
Q3 2025
Reduced 22.82%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,469
shares
|
$222,709
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,460
shares
|
$222,132
0.15% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,460
shares
|
$222,132
0.06% of portfolio
|
Q3 2025
Reduced 11.98%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
3,460
shares
|
$222,132
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,448
shares
|
$221,361
0.02% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
3,448
shares
|
$221,361
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,445
shares
|
$221,169
0.06% of portfolio
|
Q3 2022
Reduced 4.04%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
3,442
shares
|
$220,976
0.02% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
3,434
shares
|
$220,462
0.15% of portfolio
|
Q4 2025
Added 6.02%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
3,430
shares
|
$220,206
0.01% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
3,420
shares
|
$219,564
0.02% of portfolio
|
Q4 2025
Added 2135.29%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
3,412
shares
|
$219,050
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
3,402
shares
|
$218,408
0.03% of portfolio
|
Q2 2025
New holding
|
|