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

iShares Core S&P Mid-Cap ETF logo
$72.28 -0.98 (-1.33%)
As of 11:47 AM 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)
1632
Total
Institutional Inflows
(last 12 months)
$6.72B
Number of
Institutional Sellers
(last 12 months)
1280
Total
Institutional Outflows
(last 12 months)
$12.12B
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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
10/14/2026First Citizens Bank & Trust Co.129,015$9.28M0.1%N/A0.008%
10/14/2026Focus Financial Network Inc.15,006$1.08M0.0%+9.8%0.001%
10/14/2026Enclave Advisors LLC226,968$16.33M2.1%+10.1%0.014%
10/14/2026My Personal CFO LLC8,545$615K0.2%+19.4%0.001%
10/14/2026Liberty Atlantic Advisors LLC6,599$475K0.3%+14.1%0.000%
10/14/2026Virginia Estate & Retirement Planning Advisors Inc.475$34K0.0%N/A0.000%
10/14/2026MFA Wealth Services28,604$2.06M1.2%+1.2%0.002%
10/14/2026XY Planning Network Inc.35,136$2.53M0.3%+45.3%0.002%
10/14/2026KMG Fiduciary Partners LLC212,857$15.32M1.4%-5.5%0.013%
10/14/2026Wetzel Investment Advisors Inc.40,510$2.92M1.0%-2.7%0.002%
10/14/2026Signal Advisors Wealth LLC5,756$414K0.0%+11.2%0.000%
10/14/20264WEALTH Advisors Inc.35,104$2.54M1.8%+504.5%0.002%
10/14/2026GEM Asset Management LLC51,298$3.69M1.5%-7.0%0.003%
10/14/2026Ifrah Financial Services Inc.3,484$251K0.1%N/A0.000%
10/14/2026B. Riley Wealth Advisors Inc.53,771$3.87M0.1%N/A0.003%
10/14/2026Krilogy Financial LLC8,741$639K0.0%-10.1%0.001%
10/14/2026Affinity Capital Advisors LLC166,350$12.22M1.4%+2.4%0.010%
10/13/2026Fluent Financial LLC57,797$4.16M1.5%-0.3%0.003%
10/13/2026Mechanics Bank Trust Department43,571$3.14M0.4%N/A0.003%
10/13/2026Twele Capital Management Inc.377,307$27.15M4.5%N/A0.022%
10/13/2026Clay Northam Wealth Management LLC57,380$4.13M1.9%-0.6%0.003%
10/13/2026Forvis Mazars Wealth Advisors LLC444,207$31.96M0.5%N/A0.026%
10/13/2026First Financial Corp IN395$28K0.0%N/A0.000%
10/13/2026Courier Capital LLC237,458$17.09M3.2%N/A0.014%
10/13/202621 West Wealth Management LLC23,636$1.70M1.5%-1.2%0.001%
10/13/2026Financial Futures Ltd Liability Co.8,163$587K0.2%-3.2%0.000%
10/13/2026First County Bank CT22,296$1.60M0.7%+5.6%0.001%
10/13/2026Asset Allocation & Management Company LLC10,295$741K0.2%N/A0.001%
10/13/2026McGlone Suttner Wealth Management Inc.58,502$4.21M0.5%+2.7%0.003%
10/13/2026TL Private Wealth13,214$967K0.4%-3.0%0.001%
10/13/2026PCA Investment Advisory Services Inc.182,616$13.14M3.6%+0.4%0.011%
10/13/2026Madson Wealth Advisors Inc68,843$4.95M3.5%+7.1%0.004%
10/13/2026Sax Wealth Advisors LLC781,473$56.23M1.6%-0.1%0.047%
10/13/2026Fermata Advisors LLC5,136$370K0.1%-18.5%0.000%
10/13/2026NorthCrest Asset Manangement LLC109,994$8.03M0.2%-0.4%0.007%
10/13/2026Avior Wealth Management LLC88,341$6.36M0.2%N/A0.005%
10/13/2026Vertrix Wealth Management LLC10,329$743K0.3%-11.1%0.001%
10/13/2026JGP Wealth Management LLC8,375$603K0.1%+4.1%0.000%
10/10/2026Adirondack Capital Advisors LLC39,098$2.81M1.5%-2.3%0.002%
10/10/2026Councilor Wealth LLC69,006$4.97M2.1%-6.0%0.004%
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10/10/2026Roan Capital Partners15,361$1.11M0.8%+10.1%0.001%
10/10/2026Montz Harcus Wealth Management LLC8,741$629K0.2%+26.1%0.001%
10/10/2026RTD Financial Advisors Inc.642,209$46.21M5.1%+0.3%0.038%
10/10/2026Gallagher Capital Advisors LLC190,014$13.67M7.0%-0.4%0.011%
10/10/2026Baron Financial Group LLC24,422$1.76M0.9%+4.6%0.001%
10/10/2026Taylor & Morgan Wealth Management LLC24,404$1.76M1.0%+2.2%0.001%
10/10/2026Marquette Asset Management LLC1,919$138K0.0%N/A0.000%
10/10/2026Magnolia Capital Management Ltd.116,605$8.39M6.9%-0.7%0.007%
10/10/2026jvl associates llc289,574$20.84M6.0%-5.0%0.017%
10/10/2026Tilia Fiduciary Partners Inc.10,362$746K0.4%-3.3%0.001%
10/10/2026ANB Bank298,315$21.46M8.2%-4.1%0.018%
10/9/2026Fell Capital Management ADV19,205$1.38M1.2%N/A0.001%
10/9/2026Capital Advisors Wealth Management LLC11,899$856K0.1%-3.8%0.001%
10/9/2026RFG Bristol Wealth Advisors LLC204,261$14.70M3.5%+3.6%0.012%
10/9/2026Sound Income Strategies LLC11,554$844K0.0%-2.7%0.001%
10/9/2026Balefire LLC14,309$1.03M0.2%-17.0%0.001%
10/9/2026David J Yvars Group139,418$10.03M4.6%+1.2%0.008%
10/9/2026Wedmont Private Capital258,464$18.88M0.4%+135.3%0.015%
10/9/2026Dale Q Rice Investment Management Ltd30,329$2.18M1.2%+1.3%0.002%
10/9/2026Delta Wealth Advisors LLC76,495$5.50M3.8%-1.3%0.005%
10/9/2026Intelligence Driven Advisers LLC6,880$495K0.1%-21.6%0.000%
10/9/2026Central Bank & Trust Co.147,166$10.59M1.6%N/A0.009%
10/9/2026WoodTrust Financial Corp5,353$385K0.0%N/A0.000%
10/9/2026Vilga Financial Planning LLC72,192$5.19M3.1%-0.5%0.004%
10/9/2026Graves Light Lenhart Wealth Inc.556,969$40.07M3.7%+4.9%0.033%
10/9/2026Breakwater Capital Group71,389$5.14M0.6%+2.7%0.004%
10/9/2026Chapin Davis Inc.29,368$2.11M0.4%N/A0.002%
10/9/2026Gainplan LLC24,719$1.78M1.1%+4.2%0.001%
10/9/2026MKD Wealth Coaches LLC264,748$19.05M15.8%N/A0.016%
10/9/2026Lee Kelleher & Klein Wealth Management172,035$12.38M6.7%+3.7%0.010%
10/9/2026Diversified Management Inc.231,768$16.68M3.0%N/A0.014%
10/9/2026Acropolis Investment Management LLC1,715,181$123.41M5.0%N/A0.102%
10/9/2026First Heartland Consultants Inc.43,006$3.09M0.2%N/A0.003%
10/9/2026GAMMA Investing LLC44,851$3.23M0.1%+4.4%0.003%
10/9/2026Galvin Gaustad & Stein LLC43,384$3.12M0.2%-5.2%0.003%
10/9/2026Midwest Financial Partners Investments Inc.5,379$387K0.1%+10.2%0.000%
10/8/2026Grove Bank & Trust596,153$42.89M4.3%-1.8%0.036%
10/8/2026Professional Advisory Services Inc.389,558$28.03M3.3%N/A0.023%
10/8/2026Factor Wealth Management LTD28,647$2.06M0.3%-16.3%0.002%
10/8/2026Hamilton Capital LLC1,868,621$134.45M7.5%+1.5%0.111%
10/8/2026Hiley Hunt Wealth Management164,451$11.83M4.6%+2.8%0.010%
10/8/2026Farther Finance Advisors LLC599,209$43.11M0.3%+6.3%0.036%
10/8/2026Sapient Capital LLC43,084$3.10M0.0%+2.5%0.003%
10/8/2026CoreCap Advisors LLC256,419$18.45M0.5%+0.3%0.015%
10/8/2026Atwood & Palmer Inc.4,380$315K0.0%N/A0.000%
10/8/2026YHB Investment Advisors Inc.618,796$44.52M2.9%N/A0.037%
10/8/2026Titleist Asset Management LLC559,621$40.27M2.6%+0.7%0.033%
10/8/2026Apella Capital LLC418,807$30.47M0.4%-12.5%0.025%
10/8/2026Everhart Financial Group Inc.5,237$377K0.0%-18.2%0.000%
10/8/2026Gradient Investments LLC54,678$3.93M0.1%N/A0.003%
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10/8/2026Avidian Wealth Enterprises LLC1,527,419$109.90M3.1%N/A0.091%
10/8/2026Valeo Financial Advisors LLC3,162,668$217.91M5.0%-1.1%0.188%
10/8/2026Leverty Financial Group LLC587,929$42.30M7.8%+14.8%0.035%
10/8/2026Peterson Wealth Advisors LLC23,342$1.68M0.2%-6.3%0.001%
10/8/2026Kaydan Wealth Management Inc.92,135$6.63M2.3%-5.7%0.005%
10/8/2026Toth Financial Advisory Corp1,888$136K0.0%N/A0.000%
10/8/2026City Center Advisors LLC3,778$272K0.2%+6.0%0.000%
10/8/2026HWG Holdings LP110,736$7.97M1.8%N/A0.007%
10/8/2026Platt Investment Counsel LLC283,339$20.39M14.0%-1.0%0.017%
10/7/2026Venture Visionary Partners LLC111,043$7.99M0.2%+4.3%0.007%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,844 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), Envestnet Asset Management Inc. ($2.87B), FMR LLC ($2.85B), and Morgan Stanley ($2.44B).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 2,477 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), Bank of New York Mellon Corp ($14.95M), Northwestern Mutual Wealth Management Co. ($14.11M), FMR LLC ($10.18M), Envestnet Asset Management Inc. ($10.03M), Raymond James & Associates ($8.63M), and Wealthspire Advisors LLC ($8.28M).

Institutional investors have bought a total of 99,422,552 shares in the last 24 months. This purchase volume represents approximately $6.71B in transactions.

Of the 1,270 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), Wealthspire Advisors LLC ($7.28M), Perritt Capital Management Inc ($4.74M), Bank of New York Mellon Corp ($4.43M), Royal Bank of Canada ($3.20M), Raymond James Financial Inc. ($2.90M), and Bank of America Corp DE ($1.93M).

Institutional investors have sold a total of 183,348,809 shares in the last 24 months. This volume of shares sold represents approximately $12.12B in transactions.


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Institutional ownership data for NYSEARCA:IJH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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