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 2,771 institutions that hold shares in the stock, with a total of 1.17 Billion shares, which have been reported (via 13F filing form) to have a value of $75.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
75
shares
|
$4,815
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
68
shares
|
$4,365
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
65
shares
|
$4,173
0.01% of portfolio
|
Q3 2023
Reduced 35.0%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
65
shares
|
$4,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
65
shares
|
$4,173
0.0% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
60
shares
|
$3,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
58
shares
|
$3,723
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
55
shares
|
$3,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
51
shares
|
$3,274
0.0% of portfolio
|
Q3 2025
Reduced 85.09%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
47
shares
|
$3,017
0.0% of portfolio
|
Q3 2025
Added 370.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
41
shares
|
$2,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
35
shares
|
$2,247
0.0% of portfolio
|
Q4 2022
Reduced 79.17%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
35
shares
|
$2,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
30
shares
|
$1,926
0.0% of portfolio
|
Q3 2025
Reduced 99.98%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
27
shares
|
$1,733
0.0% of portfolio
|
Q1 2022
Reduced 83.83%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
25
shares
|
$1,605
0.0% of portfolio
|
Q2 2025
Reduced 84.85%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
21
shares
|
$1,348
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
20
shares
|
$1,284
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Nov 06, 2025 Q3 2025 |
20
shares
|
$1,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
19
shares
|
$1,219
0.0% of portfolio
|
Q2 2021
Reduced 66.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
18
shares
|
$1,155
0.0% of portfolio
|
Q4 2021
Reduced 67.86%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
16
shares
|
$1,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
9
shares
|
$577
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5
shares
|
$321
0.0% of portfolio
|
Q4 2021
New holding
|
|