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

iShares Core S&P Mid-Cap ETF logo
$76.04 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern

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)
1810
Total
Institutional Inflows
(last 12 months)
$8.18B
Number of
Institutional Sellers
(last 12 months)
1470
Total
Institutional Outflows
(last 12 months)
$14.56B
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IJH Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/10/2026 Curry Webb Wealth Management LLC108,563$7.33M3.5%N/A0.007%
6/10/2026 FAS Wealth Partners Inc.35,632$2.41M0.1%-1.8%0.002%
6/9/2026 Rathbones Group PLC85,285$5.76M0.0%-1.1%0.005%
6/8/2026 Pine Valley Investments Ltd Liability Co24,380$1.65M0.1%+6.0%0.002%
6/8/2026 Farmers National Bank9,611$649K0.1%-3.1%0.001%
6/3/2026 Wealthquest Corp807,614$54.54M3.9%+2.5%0.051%
6/3/2026 CoreFirst Bank & Trust37,339$2.52M1.3%-6.1%0.002%
6/3/2026 Stillwater Private Wealth LLC4,725$319K0.3%N/A0.000%
6/3/2026 DV Trading LLC5,300$358K0.0%-75.4%0.000%
6/3/2026 Parallel Advisors LLC223,962$15.12M0.3%+14.1%0.014%
6/3/2026 NewEdge Advisors LLC459,466$31.03M0.1%+0.1%0.029%
6/2/2026 Blue Edge Capital LLC8,520$575K0.1%+5.4%0.001%
6/1/2026 First Nebraska Trust Co338,567$22.86M2.1%N/A0.021%
6/1/2026 Foguth Wealth Management LLC.5,616$419K0.1%+71.1%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.62,496$4.22M0.6%N/A0.004%
6/1/2026 Dala Group LLC3,924$265K0.2%N/A0.000%
6/1/2026 Keel Point LLC48,402$3.27M0.2%+12.3%0.003%
5/29/2026 Mullaney Keating & Wright Inc.27,639$1.87M1.0%-26.4%0.002%
5/29/2026 Krane Financial Solutions LLC3,779$255K0.2%N/A0.000%
5/29/2026 Asset Dedication LLC6,937$468K0.0%+6.1%0.000%
5/28/2026 Cozad Asset Management Inc.67,817$4.58M0.4%+1.5%0.004%
5/27/2026 Alpha Capital Advisors Inc. ADV52,910$3.57M3.4%+0.6%0.003%
5/26/2026 Serenity Investment Advisors7,136$525K0.2%+4.0%0.000%
5/26/2026 Glenmede Trust Co. NA325,851$22.01M0.1%-1.2%0.021%
5/22/2026 WNY Asset Management LLC7,314$494K0.1%N/A0.000%
5/22/2026 Wellington Grp LLC10,625$718K0.2%+1.5%0.001%
5/22/2026 Verus 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%
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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%
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%
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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%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,856 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 2,498 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 126,537,517 shares in the last 24 months. This purchase volume represents approximately $8.18B in transactions.

Of the 1,470 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 223,136,858 shares in the last 24 months. This volume of shares sold represents approximately $14.56B in transactions.



This page (NYSEARCA:IJH) was last updated on 6/15/2026 by MarketBeat.com Staff.
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