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

iShares Core S&P Mid-Cap ETF logo
$73.03 -0.44 (-0.60%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$72.80 -0.23 (-0.31%)
As of 04:15 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
1622
Total
Institutional Inflows
(last 12 months)
$6.38B
Number of
Institutional Sellers
(last 12 months)
1286
Total
Institutional Outflows
(last 12 months)
$12.16B
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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
9/23/2026 QRG Capital Management Inc.52,002$4.01M0.0%+40.5%0.003%
9/23/2026 Envestnet Portfolio Solutions Inc.322,024$24.83M0.1%-2.6%0.019%
9/23/2026 Envestnet Asset Management Inc.37,195,080$2.87B0.4%+3.2%2.195%
9/22/2026 State Street Corp1,394,337$107.52M0.0%+0.5%0.082%
9/18/2026 Security National Bank of Sioux City Iowa IA450$35K0.0%N/A0.000%
9/15/2026 Anchor Investment Management LLC5,162$398K0.0%-68.6%0.000%
9/11/2026 Smith Chas P & Associates PA Cpas5,685$438K0.0%-4.1%0.000%
9/11/2026 Talon Private Wealth LLC12,406$957K0.1%-4.2%0.001%
9/9/2026 Miramontes Capital LLC9,655$744K0.2%-3.3%0.001%
9/9/2026 The Manufacturers Life Insurance Company965,352$74.44M0.0%+1.9%0.059%
9/9/2026 Tortoise Investment Management LLC25,069$1.93M0.1%-2.8%0.002%
9/9/2026 Tarbox Family Office Inc.748,612$57.73M8.3%-10.0%0.046%
9/9/2026 Blue Edge Capital LLC13,572$1.05M0.1%+59.3%0.001%
9/9/2026 Sequoia Financial Advisors LLC630,599$48.63M0.2%+4.3%0.039%
9/9/2026 Cahill Financial Advisors Inc.54,692$4.22M0.4%-2.2%0.003%
9/9/2026 MCF Advisors LLC1,041,383$80.30M2.9%-3.8%0.064%
9/9/2026 Bienville Capital Management LLC39,210$3.02M0.4%N/A0.002%
9/9/2026 Archford Capital Strategies LLC2,722$210K0.0%N/A0.000%
9/9/2026 Gemmer Asset Management LLC13,160$1.02M0.1%+1.2%0.001%
9/9/2026 Wilshire Advisors LLC22,862$1.76M17.1%N/A0.001%
9/9/2026 Capital Analysts LLC237,772$18.34M0.4%+7.1%0.015%
9/9/2026 Summit Financial Strategies Inc.1,044,165$80.52M5.7%+7.4%0.064%
9/9/2026 SVB Wealth LLC36,392$2.81M0.2%-2.1%0.002%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC302,462$23.32M1.4%-2.0%0.019%
9/9/2026 NorthRock Partners LLC35,138$2.71M0.0%-11.9%0.002%
9/9/2026 Integrated Wealth Concepts LLC603,088$46.50M0.3%+15.5%0.037%
9/9/2026 Community Bank N.A.225,339$17.38M1.9%+12.2%0.014%
9/9/2026 NewEdge Advisors LLC479,069$36.94M0.1%+4.3%0.029%
9/9/2026 Pointe Capital Management LLC24,617$1.90M0.8%+7.3%0.002%
9/9/2026 IFP Advisors Inc226,750$17.49M0.3%-0.2%0.014%
9/9/2026 Squarepoint Ops LLC18,202$1.40M0.0%N/A0.001%
9/9/2026 Baird Financial Group Inc.3,518,181$271.29M0.4%-0.6%0.216%
9/9/2026 Arcus Capital Partners LLC102,171$7.88M3.3%+2.0%0.006%
9/9/2026 Beacon Investment Advisory Services Inc.10,122$781K0.0%-32.0%0.001%
9/9/2026 Sterling Investment Advisors Ltd.8,755$675K0.1%-15.0%0.001%
9/9/2026 One Charles Private Wealth Services LLC3,650$281K0.1%N/A0.000%
9/9/2026 XY Planning Network Inc.24,175$1.86M0.2%+4.7%0.001%
9/9/2026 BayBridge Capital Group LLC100,620$7.76M4.0%+5.2%0.006%
9/8/2026 New England Professional Planning Group Inc.669,121$51.60M19.3%-0.2%0.041%
9/8/2026 Ramsay Stattman Vela & Price Inc.141,319$10.90M1.9%+1.6%0.009%
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9/8/2026 Hudock Inc.536,816$41.39M5.3%-0.5%0.033%
9/8/2026 Allworth Financial LP529,378$40.82M0.2%-5.5%0.033%
9/8/2026 Powerhouse Assets LLC9,196$709K0.6%-5.2%0.001%
9/8/2026 Waverly Advisors LLC1,027,514$79.23M0.5%+18.1%0.063%
9/4/2026 Parkside Financial Bank & Trust39,353$3.03M0.2%-2.0%0.002%
9/2/2026 Second Line Capital LLC30,005$2.31M0.4%+2.7%0.002%
9/2/2026 Range Advisory LLC37,578$2.90M0.3%+1.5%0.002%
9/1/2026 Planning Project LLC587,162$44.24M8.9%N/A0.036%
8/28/2026 Cornerstone Financial Management LLC5,104$394K0.3%-7.0%0.000%
8/27/2026 Corient Private Wealth LP5,114,258$394.36M0.5%+3.9%0.314%
8/27/2026 Tucker Asset Management LLC1,166$90K0.0%+15.2%0.000%
8/26/2026 HORAN Wealth LLC776,645$59.89M7.5%-47.2%0.048%
8/25/2026 Advus Financial Partners LLC37,774$2.91M0.7%-1.6%0.002%
8/25/2026 Financial Insights Inc.14,398$1.11M0.3%-1.2%0.001%
8/24/2026 Serenity Investment Advisors7,451$569K0.2%+4.4%0.000%
8/24/2026 Carlson Financial Inc.2,835$218K0.1%N/A0.000%
8/23/2026 Mason & Associates LLC2,726$210K0.0%N/A0.000%
8/23/2026 Washington Trust Advisors Inc.17,130$1.32M0.1%-2.2%0.001%
8/23/2026 Ameritas Advisory Services LLC484,229$37.34M0.8%+71.0%0.030%
8/23/2026 Guardian Wealth Advisors LLC NC27,436$2.12M0.1%+9.0%0.002%
8/23/2026 Wedmont Private Capital109,841$8.31M0.2%+2.0%0.007%
8/23/2026 Kintra Wealth LLC291,005$22.82M1.2%+9.9%0.018%
8/23/2026 Endeavor Private Wealth Inc.24,414$1.88M0.5%-3.6%0.002%
8/23/2026 Sovereign Investment Advisors LLC93,739$7.23M1.4%-0.5%0.006%
8/23/2026 Yarger Wealth Strategies LLC9,626$728K0.3%-18.0%0.001%
8/23/2026 SFG Wealth Management LLC.8,938$689K0.2%-9.7%0.001%
8/23/2026 Operose Advisors LLC40,318$3.11M0.6%+2.1%0.002%
8/23/2026 HB Wealth Management LLC238,035$18.36M0.1%+23.0%0.015%
8/23/2026 Nilsine Partners LLC56,534$4.36M0.3%-0.2%0.003%
8/23/2026 Clay Northam Wealth Management LLC57,730$4.45M2.2%+1.3%0.004%
8/23/2026 Asset Allocation Strategies LLC139,849$10.78M1.6%-19.4%0.009%
8/23/2026 Fortitude Advisory Group L.L.C.12,345$952K0.4%+36.7%0.001%
8/23/2026 Angeles Wealth Management LLC25,437$1.96M0.1%+36.2%0.002%
8/23/2026 Kaydan Wealth Management Inc.97,660$7.53M2.3%+2.3%0.006%
8/22/2026 Advisory Solutions Group LLC48,454$3.74M1.3%N/A0.003%
8/22/2026 Compass Financial Management LLC5,008$386K0.0%N/A0.000%
8/22/2026 NBH Bank128,177$9.88M4.2%N/A0.008%
8/22/2026 Gainline Financial Partners LLC93,672$7.22M6.7%N/A0.006%
8/22/2026 MW Advisory LLC19,431$1.50M0.6%N/A0.001%
8/22/2026 Tenet Wealth Partners LLC9,078$690K0.5%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC39,661$3.06M1.1%N/A0.002%
8/22/2026 Old Mission Investment Co LLC92,138$7.11M1.5%N/A0.006%
8/22/2026 Montgomery Financial Services LLC1,196$92K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC1,124$87K0.0%N/A0.000%
8/22/2026 Strive Financial Group LLC2,693$208K0.1%+154.8%0.000%
8/22/2026 Cassilly Financial Group LLC4,675$360K0.3%-2.8%0.000%
8/22/2026 Hopwood Nicholas Hunter2,619$202K0.1%N/A0.000%
8/22/2026 MOR Wealth Management LLC46,833$3.61M1.4%-5.6%0.003%
8/22/2026 Jeter Robert S II66,156$5.01M4.7%+1.8%0.004%
8/22/2026 Aureum Wealth Management LLC65,778$5.07M3.1%+2.8%0.004%
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8/22/2026 Mann Financial Group Inc.17,932$1.38M1.2%-4.7%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC50,192$3.87M0.5%-0.5%0.003%
8/22/2026 Three Seasons Wealth LLC20,222$1.56M0.1%-5.0%0.001%
8/22/2026 SMART Wealth LLC9,043$697K0.2%+123.4%0.001%
8/22/2026 Retirement Wealth Solutions LLC14,237$1.10M0.6%-20.2%0.001%
8/22/2026 Investor s Fiduciary Advisor Network LLC7,496$578K0.2%-26.7%0.000%
8/22/2026 Legacy Wealth Managment LLC ID13,901$1.07M0.5%+59.2%0.001%
8/22/2026 Rik Saylor Financial Inc.42,387$3.27M2.1%+5.1%0.003%
8/22/2026 Tudor Financial Inc.19,467$1.50M0.7%+107.4%0.001%
8/22/2026 NWF Advisory Services Inc.8,268$638K0.1%+7.8%0.001%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,853 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 2,473 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 95,775,044 shares in the last 24 months. This purchase volume represents approximately $6.38B in transactions.

Of the 1,286 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 184,070,873 shares in the last 24 months. This volume of shares sold represents approximately $12.16B in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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