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iShares Core S&P Mid-Cap ETF (IJH) Institutional Ownership

iShares Core S&P Mid-Cap ETF logo
$75.77 +0.32 (+0.42%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Current
Institutional Ownership
Percentage
14.60%
Number of
Institutional Buyers
(last 12 months)
1746
Total
Institutional Inflows
(last 12 months)
$7.77B
Number of
Institutional Sellers
(last 12 months)
1398
Total
Institutional Outflows
(last 12 months)
$14.16B
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IJH Institutional Buying and Selling by Quarter

iShares Core S&P Mid-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Lee Kelleher & Klein Wealth Management165,868$12.79M6.7%+0.1%0.010%
7/10/2026 Annex Advisory Services LLC4,181$322K0.0%+28.8%0.000%
7/10/2026 Leverty Financial Group LLC512,208$39.50M7.7%+3.2%0.032%
7/10/2026 Taylor & Morgan Wealth Management LLC23,877$1.84M0.9%-1.1%0.001%
7/10/2026 Adirondack Capital Advisors LLC40,003$3.09M1.7%-5.9%0.002%
7/10/2026 FORM Wealth Advisors LLC475,865$36.69M4.0%-20.2%0.029%
7/10/2026 JFS Wealth Advisors LLC724,208$55.84M2.8%+1.5%0.045%
7/10/2026 Magnolia Capital Management Ltd.117,375$9.05M6.2%-10.8%0.007%
7/10/2026 GenWealth Group Inc.388,111$29.93M4.7%N/A0.024%
7/10/2026 William Mack & Associates Inc.20,121$1.55M0.5%+6.9%0.001%
7/10/2026 Fiduciary Financial Group LLC6,920$534K0.1%-8.4%0.000%
7/10/2026 Farrell Financial LLC2,955$228K0.1%N/A0.000%
7/10/2026 Partnership Wealth Management LLC163,831$12.63M8.5%+1.2%0.010%
7/10/2026 G&S Capital LLC17,915$1.38M0.4%N/A0.001%
7/10/2026 Ocean Park Asset Management LLC185,309$14.29M0.7%+926.6%0.011%
7/10/2026 Diversified Management Inc.229,530$17.70M3.8%+0.7%0.014%
7/10/2026 Clarus Wealth Advisors130,237$9.73M3.7%-1.8%0.008%
7/10/2026 Wealth Group Ltd38,912$3.00M0.6%-0.4%0.002%
7/10/2026 City Holding Co.124,155$9.57M1.1%+5.9%0.008%
7/10/2026 Orrstown Financial Services Inc.31,287$2.41M0.4%+5.7%0.002%
7/10/2026 Charles Schwab Trust Co3,182$245K0.0%+6.1%0.000%
7/10/2026 KWB Wealth18,497$1.43M0.1%-4.2%0.001%
7/10/2026 Affiance Financial LLC163,824$12.63M1.8%-2.6%0.010%
7/10/2026 FC Advisory LLC81,331$6.27M1.7%+1.2%0.005%
7/10/2026 KMG Fiduciary Partners LLC225,150$17.36M1.6%+4.5%0.014%
7/10/2026 Redhawk Wealth Advisors Inc.4,354$336K0.0%-46.1%0.000%
7/10/2026 Marquette Asset Management LLC2,021$156K0.0%-15.2%0.000%
7/10/2026 Sterling Investment Advisors LLC ADV121,581$9.38M4.2%-2.2%0.008%
7/10/2026 Community Financial Services Group LLC2,520$193K0.0%+7.9%0.000%
7/10/2026 Alliance Private Wealth LLC170,319$13.13M4.6%-6.5%0.011%
7/10/2026 Fulton Bank N.A.88,064$6.79M0.2%-0.2%0.005%
7/10/2026 Wealthcare Advisory Partners LLC322,790$24.89M0.5%+5.3%0.020%
7/9/2026 Kopp Family Office LLC140,050$10.80M6.6%+1.2%0.009%
7/9/2026 First Bank & Trust210,120$16.20M2.4%-0.2%0.013%
7/9/2026 Shrier Wealth Management LLC2,885$222K0.1%N/A0.000%
7/9/2026 Revolve Wealth Partners LLC25,391$1.96M0.2%-1.2%0.002%
7/9/2026 Centurion Wealth Management LLC8,816$680K0.2%-23.8%0.001%
7/9/2026 Wealthcare Capital Partners LLC3,493$269K0.1%+15.7%0.000%
7/9/2026 Tenzing Financial LLC68,102$5.20M3.6%+0.3%0.004%
7/9/2026 Baron Financial Group LLC23,337$1.80M0.9%+2.3%0.001%
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7/9/2026 Sapient Capital LLC42,052$3.24M0.0%+13.0%0.003%
7/9/2026 AFG Fiduciary Services Limited Partnership52,204$3.97M3.1%-49.6%0.003%
7/9/2026 Focus Financial Network Inc.13,669$1.05M0.0%-8.0%0.001%
7/9/2026 Fluent Financial LLC57,975$4.47M1.6%+1.8%0.004%
7/9/2026 Wealthcare Capital Management LLC6,834$527K0.1%-4.8%0.000%
7/9/2026 Legacy Wealth Management LLC1,301,904$100.39M5.3%-1.7%0.081%
7/9/2026 Pettinga Financial Advisors LLC112,454$8.67M1.4%-0.5%0.007%
7/9/2026 Capital Wealth Management LLC3,446$266K0.1%-24.3%0.000%
7/9/2026 Vertrix Wealth Management LLC11,619$896K0.3%+17.7%0.001%
7/9/2026 Alliance Wealth Advisors LLC27,776$2.14M0.7%-13.7%0.002%
7/9/2026 Birchbrook Inc.107,844$8.32M3.9%-3.0%0.007%
7/9/2026 Yanni & Associates Investment Advisors LLC75,726$5.84M5.4%+0.2%0.005%
7/9/2026 Roan Capital Partners13,955$1.08M0.9%-21.5%0.001%
7/9/2026 Everhart Financial Group Inc.6,402$494K0.0%-24.1%0.000%
7/9/2026 Sax Wealth Advisors LLC782,210$60.32M2.2%+28.8%0.048%
7/9/2026 Everpar Advisors LLC23,769$1.83M0.5%-16.5%0.001%
7/9/2026 Adamsbrown Wealth Consultants LLC3,492$269K0.1%N/A0.000%
7/9/2026 Windsor Capital Management LLC243,117$18.75M4.9%-0.1%0.015%
7/9/2026 West Financial Advisors LLC384,262$29.63M4.5%+3.0%0.024%
7/9/2026 Breakwater Capital Group69,519$5.36M0.6%+3.5%0.004%
7/9/2026 Affinity Capital Advisors LLC162,379$12.41M1.5%-0.3%0.010%
7/9/2026 Valeo Financial Advisors LLC3,198,871$236.31M4.8%-0.4%0.198%
7/9/2026 Crumly & Associates Inc.49,193$3.79M0.7%-1.0%0.003%
7/9/2026 Private Wealth Group LLC19,186$1.48M0.6%+12.2%0.001%
7/8/2026 MRA Advisory Group2,695$208K0.1%N/A0.000%
7/8/2026 Gradient Investments LLC52,979$4.09M0.1%+1.7%0.003%
7/8/2026 Platt Investment Counsel LLC286,085$22.06M14.8%+0.1%0.018%
7/8/2026 Rockland Trust Co.289,667$22.34M0.9%-7.5%0.018%
7/8/2026 Beacon Bank & Trust67,857$5.23M1.0%+19.2%0.004%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.15,698$1.21M0.4%+2.6%0.001%
7/8/2026 Beacon Investment Advisory Services Inc.10,122$781K0.0%-32.0%0.001%
7/8/2026 Colorado Capital Management Inc.8,791$678K0.2%-47.8%0.001%
7/8/2026 Chesley Taft & Associates LLC602,154$46.43M1.8%-0.3%0.037%
7/8/2026 Trust Point Inc.28,983$2.24M0.2%-2.6%0.002%
7/8/2026 First Heartland Consultants Inc.40,496$3.12M0.2%+8.3%0.003%
7/8/2026 Whitcomb & Hess Inc.337,647$26.04M5.6%+2.4%0.021%
7/8/2026 Professional Advisory Services Inc.389,361$30.02M3.6%+1.2%0.024%
7/8/2026 Cooper Financial Group26,861$2.07M0.2%-9.4%0.002%
7/8/2026 Finley Financial LLC193,032$14.89M6.0%-1.5%0.012%
7/8/2026 Factor Wealth Management LTD34,217$2.64M0.4%-17.4%0.002%
7/8/2026 Praetorian Wealth Management Inc.2,996$231K0.0%-28.0%0.000%
7/8/2026 NerdWallet Wealth Partners LLC63,507$4.90M1.7%+24.3%0.004%
7/8/2026 Matthew Goff Investment Advisor LLC3,251$251K0.0%-11.4%0.000%
7/8/2026 Mallini Complete Financial Planning LLC2,802$216K0.2%N/A0.000%
7/8/2026 Apella Capital LLC478,863$36.14M0.5%+3.8%0.030%
7/8/2026 Westmount Partners LLC11,964$923K0.2%+4.0%0.001%
7/8/2026 Clark Asset Management LLC4,153$320K0.0%N/A0.000%
7/8/2026 Evanson Financial LLC16,684$1.29M0.1%N/A0.001%
7/8/2026 Lincoln Capital LLC20,222$1.56M0.3%+1.2%0.001%
7/8/2026 Chapin Davis Inc.26,565$2.05M0.4%-1.8%0.002%
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7/8/2026 Gainplan LLC23,720$1.83M0.7%+10.1%0.001%
7/7/2026 180 Wealth Advisors LLC7,049$544K0.1%-8.4%0.000%
7/7/2026 SFM LLC30,393$2.34M1.2%-3.5%0.002%
7/7/2026 JGP Wealth Management LLC8,049$621K0.1%+3.6%0.000%
7/7/2026 Mechanics Bank Trust Department42,685$3.29M0.4%+26.4%0.003%
7/7/2026 David J Yvars Group137,771$10.62M5.0%+0.9%0.009%
7/7/2026 Quad Cities Investment Group LLC106,019$8.18M2.9%-0.4%0.007%
7/7/2026 Balefire LLC17,249$1.33M0.2%-5.0%0.001%
7/7/2026 Dynamic Advisor Solutions LLC187,027$14.42M0.4%-0.3%0.012%
7/7/2026 Graves Light Lenhart Wealth Inc.530,909$40.94M3.8%+4.1%0.033%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,850 institutional investors and hedge funds held shares of iShares Core S&P Mid-Cap ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($8.24B), Bank of America Corp DE ($4.54B), Bank of New York Mellon Corp ($3.97B), Wells Fargo & Company MN ($3.46B), FMR LLC ($2.85B), Morgan Stanley ($2.44B), and Raymond James Financial Inc. ($2.36B).Learn more on iShares Core S&P Mid-Cap ETF's institutional investors.

14.60% of iShares Core S&P Mid-Cap ETF's stock is owned by institutional investors. Learn more on IJH's institutional investor holdings.

Of the 2,492 institutional investors that purchased iShares Core S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($38.72M), Envestnet Asset Management Inc. ($19.89M), Northwestern Mutual Wealth Management Co. ($17.31M), Bank of New York Mellon Corp ($14.95M), FMR LLC ($10.18M), Strategic Financial Concepts LLC ($10.07M), and Raymond James & Associates ($8.63M).

Institutional investors have bought a total of 119,501,742 shares in the last 24 months. This purchase volume represents approximately $7.77B in transactions.

Of the 1,393 institutional investors that sold iShares Core S&P Mid-Cap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($122.17M), JPMorgan Chase & Co. ($13.98M), Wealthspire Advisors LLC ($7.93M), Perritt Capital Management Inc ($4.74M), AlTi Global Inc. ($4.65M), Bank of New York Mellon Corp ($4.43M), and Royal Bank of Canada ($3.20M).

Institutional investors have sold a total of 216,476,052 shares in the last 24 months. This volume of shares sold represents approximately $14.16B in transactions.


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This page (NYSEARCA:IJH) was last updated on 7/25/2026 by MarketBeat.com Staff.
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