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

iShares Core S&P Mid-Cap ETF logo
$73.50 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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)
1803
Total
Institutional Inflows
(last 12 months)
$8.21B
Number of
Institutional Sellers
(last 12 months)
1468
Total
Institutional Outflows
(last 12 months)
$14.61B
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Skip Chart & View Institutional Buying and Selling Data

IJH Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC7,314$494K0.1%N/A0.000%
5/22/2026Wellington Grp LLC10,625$718K0.2%+1.5%0.001%
5/22/2026Verus Capital Partners LLC14,998$1.01M0.1%-36.5%0.001%
5/21/2026 Vestor Capital LLC83,648$5.65M0.4%+3,923.5%0.005%
5/20/2026 Cadia Private Client LLC62,542$4.22M3.4%-5.3%0.004%
5/20/2026 Arete Wealth Advisors LLC24,783$1.67M0.1%+8.2%0.002%
5/20/2026 SOA Wealth Advisors LLC.47,528$3.21M0.3%-1.5%0.003%
5/19/2026 Western Wealth Management LLC271,697$18.35M0.7%+24.4%0.017%
5/19/2026 McIlrath & Eck LLC2,444$165K0.0%-69.3%0.000%
5/19/2026 Eley Financial Management Inc250,529$16.92M5.9%+0.5%0.016%
5/19/2026 Orographic Financial Advisors LLC3,068$207K0.1%N/A0.000%
5/19/2026 Cim Investment Management Inc.255,904$17.28M4.6%-0.9%0.016%
5/19/2026 Silicon Valley Capital Partners510$34K0.0%-53.4%0.000%
5/19/2026 Cornerstone Wealth LLC TN5,125$370K0.2%N/A0.000%
5/19/2026 Bank of America Corp DE67,162,982$4.54B0.3%-2.8%4.230%
5/19/2026 Hamilton Wealth LLC6,370$430K0.0%N/A0.000%
5/19/2026 Graney & King LLC364$25K0.0%-55.7%0.000%
5/19/2026 Edgestream Partners L.P.7,565$511K0.0%-23.0%0.000%
5/19/2026 Vestwell Advisors LLC436,949$29.51M8.1%+9.7%0.028%
5/19/2026 Financial Insights Inc.14,573$984K0.3%-3.6%0.001%
5/19/2026 Centaurus Financial Inc.250,986$16.95M0.8%+8.5%0.016%
5/19/2026 Ashton Thomas Securities LLC61,144$4.13M0.5%N/A0.004%
5/19/2026 Arkadios Wealth Advisors330,732$22.33M0.4%+18.0%0.021%
5/19/2026 IFS Group LLC10,272$694K0.6%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC24,783$1.67M0.1%+8.2%0.002%
5/18/2026 Sunbelt Securities Inc.30,821$2.08M0.1%+1.9%0.002%
5/18/2026 EverSource Wealth Advisors LLC50,786$3.43M0.1%+2.5%0.003%
5/18/2026 Talon Private Wealth LLC12,949$874K0.1%N/A0.001%
5/18/2026 Core Wealth Advisors Inc.273,350$18.46M4.4%+1.6%0.017%
5/18/2026 Resources Management Corp CT ADV2,531$171K0.0%+22.2%0.000%
5/18/2026 Royal Bank of Canada22,027,238$1.49B0.3%-12.7%1.387%
5/18/2026 Richwood Investment Advisors LLC135,546$9.15M6.9%+1.0%0.009%
5/18/2026 Eley Financial Management Inc240,220$16.22M5.8%-3.6%0.015%
5/18/2026 Empowered Funds LLC234,326$15.82M0.1%-3.9%0.015%
5/18/2026 Estate Counselors LLC11,260$760K0.1%N/A0.001%
5/18/2026 Evelyn Partners Asset Management Ltd2,479$167K0.0%+158.2%0.000%
5/18/2026 Evercore Wealth Management LLC145,222$9.81M0.2%-4.7%0.009%
5/16/2026 The Manufacturers Life Insurance Company 947,313$63.97M0.1%+0.3%0.060%
5/16/2026 IMG Wealth Management Inc.958$65K0.0%-43.9%0.000%
5/16/2026 Glen Eagle Advisors LLC12,437$840K0.1%-2.6%0.001%
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5/16/2026 Excelsior Advisor Network LLC7,864$531K0.2%+3.3%0.000%
5/16/2026 Quantinno Capital Management LP288,367$19.47M0.0%+21.2%0.018%
5/16/2026 SummitTX Capital L.P.7,539$509K0.0%N/A0.000%
5/16/2026 Lazard Asset Management LLC561,701$37.93M0.1%-1.9%0.035%
5/15/2026 Gateway Wealth Partners LLC44,451$3.00M0.1%+174.9%0.003%
5/15/2026 Cypress Capital Group20,676$1.40M0.2%+20.6%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT74,926$5.06M0.1%-1.3%0.005%
5/15/2026 Vawter Financial Ltd.26,844$1.81M0.8%+2.1%0.002%
5/15/2026 Matrix Private Capital Group LLC184,206$12.44M6.0%N/A0.012%
5/15/2026 Waverly Advisors LLC870,011$58.75M0.4%-1.4%0.055%
5/15/2026 Asset Management Group Inc.297,985$20.12M3.3%+1.1%0.019%
5/15/2026 London Co. of Virginia234,427$15.83M0.1%-70.3%0.015%
5/15/2026 Wealth Alliance LLC47,966$3.24M0.3%-13.2%0.003%
5/15/2026 Vivaldi Capital Management LP5,170$349K0.0%-3.4%0.000%
5/15/2026 St. Louis Trust Co209,682$14.16M1.7%-0.1%0.013%
5/14/2026 Sentinel Advisory Group LLC27,824$1.88M0.9%N/A0.002%
5/14/2026 Renaissance Technologies LLC5,000$338K0.0%N/A0.000%
5/14/2026 Gamco Investors INC. ET AL57,751$3.90M0.0%-2.0%0.004%
5/14/2026 Hilltop Holdings Inc.86,236$5.82M0.5%+3.0%0.005%
5/14/2026 Pennington Partners & CO. LLC9,232$623K0.2%N/A0.001%
5/14/2026 GC Wealth Management RIA LLC125,283$8.46M0.4%+0.2%0.008%
5/14/2026 FCA Corp TX75,583$5.10M1.4%-11.8%0.005%
5/14/2026 Compound Planning Inc.27,188$1.84M0.1%+18.1%0.002%
5/14/2026 Klingman & Associates LLC1,556,145$105.09M5.0%+2.9%0.098%
5/14/2026 Modern Wealth Management LLC29,746$2.03M0.0%-2.0%0.002%
5/14/2026 Keebeck Wealth Management3,850$260K0.0%-33.4%0.000%
5/14/2026 Gibbs Wealth Management10,995$742K0.1%+140.5%0.001%
5/14/2026 American Financial Advisors LLC204,689$13.82M1.8%-1.5%0.013%
5/14/2026 Sei Investments Co.13,747$928K0.0%+100.6%0.001%
5/14/2026 Davis R M Inc.3,660,276$247.18M4.4%+2.5%0.231%
5/14/2026 Lido Advisors LLC733,999$49.57M0.2%-20.4%0.046%
5/14/2026 New England Professional Planning Group Inc.670,269$45.26M18.9%+2.1%0.042%
5/13/2026 Cetera Investment Advisers3,532,959$238.58M0.3%-2.7%0.222%
5/13/2026 Wealthspire Retirement LLC417,580$28.20M1.7%+16.1%0.026%
5/13/2026 Cambridge Associates LLC MA ADV26,049$1.76M0.0%N/A0.002%
5/13/2026 Clearwater Capital Advisors LLC22,027$1.49M0.1%+5.4%0.001%
5/13/2026 Signature Equity Partners LLC843$57K0.0%-14.5%0.000%
5/13/2026 NewEdge Wealth LLC410,673$27.73M0.3%+14.2%0.026%
5/13/2026 Arvest Bank Trust Division4,910$332K0.0%-51.2%0.000%
5/13/2026 Alpha Financial Partners LLC101,743$6.87M4.1%-11.7%0.006%
5/13/2026 First Citizens Bank & Trust Co.140,682$9.50M0.2%-12.0%0.009%
5/13/2026 Alesco Advisors LLC An ESL Co5,389,687$363.97M9.3%+0.3%0.339%
5/13/2026 First Trust Advisors LP8,682$586K0.0%+6.1%0.001%
5/12/2026 Insight Advisors LLC PA10,807$730K0.1%-83.1%0.001%
5/12/2026 Cascade Wealth Advisors Inc112,834$8.35M3.3%+2.9%0.007%
5/12/2026 Fortis Capital Management LLC9,473$640K0.1%+108.0%0.001%
5/12/2026 Bellwether Advisors LLC96,803$6.54M1.1%+3.8%0.006%
5/8/2026 PNC Financial Services Group Inc.15,872,639$1.07B0.6%+1.7%1.000%
5/8/2026 HORAN Wealth LLC1,470,176$98.18M9.3%+100.4%0.093%
5/8/2026 Burling Wealth Partners LLC26,993$1.82M0.3%+23.9%0.002%
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5/8/2026 Summit Asset Management LLC5,268$356K0.0%+16.6%0.000%
5/8/2026 Dale Q Rice Investment Management Ltd31,002$2.09M1.6%+2.8%0.002%
5/8/2026 Glenview Trust Co357,460$24.14M0.4%+1.5%0.023%
5/8/2026 Madison Asset Management LLC309,060$20.87M0.3%+3.9%0.019%
5/8/2026 Summit Global Investments7,777$525K0.0%N/A0.000%
5/8/2026 Cassaday & Co Wealth Management LLC17,148$1.16M0.0%-5.9%0.001%
5/8/2026 Rice Partnership LLC180,142$12.17M1.7%+8.8%0.011%
5/8/2026 JMG Financial Group Ltd.17,785$1.20M0.0%+1.7%0.001%
5/8/2026 Johnson Financial Group Inc.442,585$29.89M1.1%+2.5%0.028%
5/8/2026 Element Pointe Advisors LLC24,445$1.65M0.3%-3.8%0.002%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,848 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 2,493 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 ($8.84M).

Institutional investors have bought a total of 127,218,415 shares in the last 24 months. This purchase volume represents approximately $8.21B in transactions.

Of the 1,468 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 223,960,972 shares in the last 24 months. This volume of shares sold represents approximately $14.61B in transactions.


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This page (NYSEARCA:IJH) was last updated on 5/25/2026 by MarketBeat.com Staff.
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