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

iShares Core S&P Mid-Cap ETF logo
$76.09 0.00 (0.00%)
As of 07/2/2026 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)
1810
Total
Institutional Inflows
(last 12 months)
$8.15B
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Burkett Financial Services LLC259,966$20.05M6.3%+0.4%0.016%
7/2/2026 Box Hill Private Wealth LLC15,447$1.19M1.0%+5.6%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB659,401$50.85M1.3%-7.0%0.041%
7/2/2026 Versant Capital Management Inc96,868$7.47M0.7%+1,889.9%0.006%
7/2/2026 Hilltop National Bank84,563$6.52M1.4%+1.6%0.005%
7/2/2026 CX Institutional168,876$13.02M0.4%+1.0%0.010%
7/2/2026 First County Bank CT 21,119$1.63M0.8%-3.5%0.001%
7/1/2026 Noble Wealth Management PBC25,081$1.93M0.9%-11.2%0.002%
7/1/2026 First Financial Bank Trust Division14,619$1.13M0.1%+22.7%0.001%
7/1/2026 Adelphi Trust Co8,920$688K0.5%-7.1%0.001%
7/1/2026 Eastern Bank144,466$11.14M0.2%-11.7%0.009%
7/1/2026 Trust Co of the South4,513$348K0.0%-9.7%0.000%
7/1/2026 Global Wealth Strategies & Associates7,147$551K0.1%-3.6%0.000%
6/25/2026Hamilton Wealth LLC3,185$215K0.0%N/A0.000%
6/24/2026Basecamp Wealth Advisors LLC1,174$79K0.0%+379.2%0.000%
6/22/2026Sapient Capital LLC37,216$2.51M0.0%+1.3%0.002%
6/22/2026Vilga Financial Planning LLC73,078$4.94M4.4%+15.5%0.005%
6/18/2026Western Wealth Management LLC271,697$18.35M0.7%+24.4%0.017%
6/16/2026Steelhead Wealth Management LLC14,438$975K0.5%N/A0.001%
6/10/2026Curry Webb Wealth Management LLC108,563$7.33M3.5%N/A0.007%
6/10/2026FAS Wealth Partners Inc.35,632$2.41M0.1%-1.8%0.002%
6/9/2026Rathbones Group PLC85,285$5.76M0.0%-1.1%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co24,380$1.65M0.1%+6.0%0.002%
6/8/2026Farmers National Bank9,611$649K0.1%-3.1%0.001%
6/3/2026Wealthquest Corp807,614$54.54M3.9%+2.5%0.051%
6/3/2026CoreFirst Bank & Trust37,339$2.52M1.3%-6.1%0.002%
6/3/2026Stillwater Private Wealth LLC4,725$319K0.3%N/A0.000%
6/3/2026DV Trading LLC5,300$358K0.0%-75.4%0.000%
6/3/2026Parallel Advisors LLC223,962$15.12M0.3%+14.1%0.014%
6/3/2026NewEdge Advisors LLC459,466$31.03M0.1%+0.1%0.029%
6/2/2026Blue Edge Capital LLC8,520$575K0.1%+5.4%0.001%
6/1/2026First Nebraska Trust Co338,567$22.86M2.1%N/A0.021%
6/1/2026Foguth Wealth Management LLC.5,616$419K0.1%+71.1%0.000%
6/1/2026Financial Solutions Advisory Group Inc.62,496$4.22M0.6%N/A0.004%
6/1/2026Dala Group LLC3,924$265K0.2%N/A0.000%
6/1/2026Keel Point LLC48,402$3.27M0.2%+12.3%0.003%
5/29/2026Mullaney Keating & Wright Inc.27,639$1.87M1.0%-26.4%0.002%
5/29/2026Krane Financial Solutions LLC3,779$255K0.2%N/A0.000%
5/29/2026Asset Dedication LLC6,937$468K0.0%+6.1%0.000%
5/28/2026Cozad Asset Management Inc.67,817$4.58M0.4%+1.5%0.004%
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5/27/2026Alpha Capital Advisors Inc. ADV52,910$3.57M3.4%+0.6%0.003%
5/26/2026Serenity Investment Advisors7,136$525K0.2%+4.0%0.000%
5/26/2026Glenmede Trust Co. NA325,851$22.01M0.1%-1.2%0.021%
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%
5/21/2026Vestor Capital LLC83,648$5.65M0.4%+3,923.5%0.005%
5/20/2026Cadia Private Client LLC62,542$4.22M3.4%-5.3%0.004%
5/20/2026Arete Wealth Advisors LLC24,783$1.67M0.1%+8.2%0.002%
5/20/2026SOA Wealth Advisors LLC.47,528$3.21M0.3%-1.5%0.003%
5/19/2026Western Wealth Management LLC271,697$18.35M0.7%+24.4%0.017%
5/19/2026McIlrath & Eck LLC2,444$165K0.0%-69.3%0.000%
5/19/2026Eley Financial Management Inc250,529$16.92M5.9%+0.5%0.016%
5/19/2026Orographic Financial Advisors LLC3,068$207K0.1%N/A0.000%
5/19/2026Cim Investment Management Inc.255,904$17.28M4.6%-0.9%0.016%
5/19/2026Silicon Valley Capital Partners510$34K0.0%-53.4%0.000%
5/19/2026Cornerstone Wealth LLC TN5,125$370K0.2%N/A0.000%
5/19/2026Bank of America Corp DE67,162,982$4.54B0.3%-2.8%4.230%
5/19/2026Hamilton Wealth LLC6,370$430K0.0%N/A0.000%
5/19/2026Graney & King LLC364$25K0.0%-55.7%0.000%
5/19/2026Edgestream Partners L.P.7,565$511K0.0%-23.0%0.000%
5/19/2026Vestwell Advisors LLC436,949$29.51M8.1%+9.7%0.028%
5/19/2026Financial Insights Inc.14,573$984K0.3%-3.6%0.001%
5/19/2026Centaurus Financial Inc.250,986$16.95M0.8%+8.5%0.016%
5/19/2026Ashton Thomas Securities LLC61,144$4.13M0.5%N/A0.004%
5/19/2026Arkadios Wealth Advisors330,732$22.33M0.4%+18.0%0.021%
5/19/2026IFS Group LLC10,272$694K0.6%N/A0.001%
5/19/2026Arete Wealth Advisors LLC24,783$1.67M0.1%+8.2%0.002%
5/18/2026Sunbelt Securities Inc.30,821$2.08M0.1%+1.9%0.002%
5/18/2026EverSource Wealth Advisors LLC50,786$3.43M0.1%+2.5%0.003%
5/18/2026Talon Private Wealth LLC12,949$874K0.1%N/A0.001%
5/18/2026Core Wealth Advisors Inc.273,350$18.46M4.4%+1.6%0.017%
5/18/2026Resources Management Corp CT ADV2,531$171K0.0%+22.2%0.000%
5/18/2026Royal Bank of Canada22,027,238$1.49B0.3%-12.7%1.387%
5/18/2026Richwood Investment Advisors LLC135,546$9.15M6.9%+1.0%0.009%
5/18/2026Eley Financial Management Inc240,220$16.22M5.8%-3.6%0.015%
5/18/2026Empowered Funds LLC234,326$15.82M0.1%-3.9%0.015%
5/18/2026Estate Counselors LLC11,260$760K0.1%N/A0.001%
5/18/2026Evelyn Partners Asset Management Ltd2,479$167K0.0%+158.2%0.000%
5/18/2026Evercore Wealth Management LLC145,222$9.81M0.2%-4.7%0.009%
5/16/2026The Manufacturers Life Insurance Company 947,313$63.97M0.1%+0.3%0.060%
5/16/2026IMG Wealth Management Inc.958$65K0.0%-43.9%0.000%
5/16/2026Glen Eagle Advisors LLC12,437$840K0.1%-2.6%0.001%
5/16/2026Excelsior Advisor Network LLC7,864$531K0.2%+3.3%0.000%
5/16/2026Quantinno Capital Management LP288,367$19.47M0.0%+21.2%0.018%
5/16/2026SummitTX Capital L.P.7,539$509K0.0%N/A0.000%
5/16/2026Lazard Asset Management LLC561,701$37.93M0.1%-1.9%0.035%
5/15/2026Gateway Wealth Partners LLC44,451$3.00M0.1%+174.9%0.003%
5/15/2026Cypress Capital Group20,676$1.40M0.2%+20.6%0.001%
5/15/2026Bradley Foster & Sargent Inc. CT74,926$5.06M0.1%-1.3%0.005%
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5/15/2026Vawter Financial Ltd.26,844$1.81M0.8%+2.1%0.002%
5/15/2026Matrix Private Capital Group LLC184,206$12.44M6.0%N/A0.012%
5/15/2026Waverly Advisors LLC870,011$58.75M0.4%-1.4%0.055%
5/15/2026Asset Management Group Inc.297,985$20.12M3.3%+1.1%0.019%
5/15/2026London Co. of Virginia234,427$15.83M0.1%-70.3%0.015%
5/15/2026Wealth Alliance LLC47,966$3.24M0.3%-13.2%0.003%
5/15/2026Vivaldi Capital Management LP5,170$349K0.0%-3.4%0.000%
5/15/2026St. Louis Trust Co209,682$14.16M1.7%-0.1%0.013%
5/14/2026Sentinel Advisory Group LLC27,824$1.88M0.9%N/A0.002%
5/14/2026Renaissance Technologies LLC5,000$338K0.0%N/A0.000%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,858 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 2,500 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 125,912,204 shares in the last 24 months. This purchase volume represents approximately $8.15B 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 223,122,596 shares in the last 24 months. This volume of shares sold represents approximately $14.56B in transactions.


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This page (NYSEARCA:IJH) was last updated on 7/5/2026 by MarketBeat.com Staff.
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