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

iShares Core S&P Mid-Cap ETF logo
$75.75 +0.64 (+0.85%)
As of 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)
1610
Total
Institutional Inflows
(last 12 months)
$6.27B
Number of
Institutional Sellers
(last 12 months)
1276
Total
Institutional Outflows
(last 12 months)
$12.15B
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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
9/2/2026 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%
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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%
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%
8/22/2026 Rogco LP10,213$788K0.2%-4.1%0.001%
8/22/2026 Syon Capital LLC89,413$6.90M0.3%+1.8%0.005%
8/22/2026 TD Waterhouse Canada Inc.124,356$9.51M0.0%-3.1%0.008%
8/22/2026 Syntax Research Inc.61,492$4.74M3.5%-4.4%0.004%
8/22/2026 Premier Path Wealth Partners LLC47,431$3.66M0.4%+18.1%0.003%
8/22/2026 United Community Bank89,727$6.92M2.2%+6.0%0.006%
8/22/2026 Kickstand Ventures LLC.61,747$4.76M0.9%-2.4%0.004%
8/22/2026 Concurrent Investment Advisors LLC825,602$63.66M0.5%+53.2%0.051%
8/21/2026 Alley Investment Management Company LLC125,207$9.66M1.1%-1.0%0.008%
8/21/2026 Mason & Associates Inc6,805$525K0.1%-1.9%0.000%
8/21/2026 High Net Worth Advisory Group LLC49,637$3.83M0.8%-7.1%0.003%
8/21/2026 KFG Wealth Management LLC4,212$325K0.0%-3.9%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC750$58K0.0%-34.0%0.000%
8/21/2026 WorthPointe LLC34,409$2.65M0.6%+0.8%0.002%
8/21/2026 Greenspring Advisors LLC32,894$2.54M0.1%-1.2%0.002%
8/21/2026 InTrack Investment Management Inc2,885$222K0.1%N/A0.000%
8/21/2026 Coppell Advisory Solutions LLC57,357$44K0.0%N/A0.004%
8/21/2026 MBA Advisors LLC13,275$1.02M0.3%-18.6%0.001%
8/21/2026 Live Oak Private Wealth LLC7,656$590K0.1%+3.5%0.000%
8/21/2026 PFG Private Wealth Management LLC64,756$4.99M2.1%-12.2%0.004%
8/21/2026 Atticus Wealth Management LLC24,737$1.91M0.5%-0.8%0.002%
8/21/2026 Natural Investments LLC4,695$362K0.1%N/A0.000%
8/21/2026 XML Financial LLC42,319$3.26M0.2%+3.4%0.003%
8/21/2026 Beacon Financial Advisory LLC3,796$293K0.1%+6.7%0.000%
8/21/2026 KFA Private Wealth Group LLC153,357$11.83M3.2%-27.6%0.009%
8/21/2026 Symphony Financial Ltd. Co.30,242$2.32M0.3%+2.0%0.002%
8/21/2026 Secure Asset Management LLC4,680$361K0.1%-40.9%0.000%
8/21/2026 R. W. Roge & Company Inc.2,607$201K0.1%N/A0.000%
8/21/2026 Clarus Wealth Advisors130,237$9.73M3.5%-1.8%0.008%
8/21/2026 Retirement Income Solutions Inc.230,999$17.81M2.8%-1.5%0.014%
8/21/2026 Independence Bank of Kentucky5,582$430K0.0%-8.9%0.000%
8/21/2026 Bedel Financial Consulting Inc.32,421$2.50M0.2%-3.2%0.002%
8/21/2026 Murphy Middleton Hinkle & Parker Inc.25,616$1.98M0.8%-1.2%0.002%
8/21/2026 Requisite Capital Management LLC6,273$484K0.1%-54.6%0.000%
8/21/2026 Midwest Professional Planners LTD.137,108$10.57M2.0%+62.7%0.008%
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8/21/2026 Acorn Wealth Advisors LLC7,305$563K0.1%-21.0%0.000%
8/21/2026 Legacy Financial Advisors Inc.5,778$446K0.1%-4.5%0.000%
8/21/2026 Financial Life Advisors2,663$205K0.1%N/A0.000%
8/20/2026 LGL Partners LLC387,908$29.91M11.2%-0.2%0.024%
8/20/2026 Proficio Capital Partners LLC12,477$962K0.0%N/A0.001%
8/20/2026 Community Bank & Trust Waco Texas2,612$201K0.0%N/A0.000%
8/20/2026 Nwam LLC138,603$10.69M0.5%+15.2%0.009%
8/20/2026 NorthLanding Financial Partners LLC41,609$3.21M2.7%+1.5%0.003%
8/20/2026 Clifford Swan Investment Counsel LLC31,420$2.42M0.1%-2.7%0.002%
8/20/2026 Rehmann Capital Advisory Group100,125$7.72M0.3%-0.5%0.006%


IJH Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,846 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 2,467 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. ($8.88M), Raymond James & Associates ($8.63M), and Wealthspire Advisors LLC ($8.28M).

Institutional investors have bought a total of 94,382,811 shares in the last 24 months. This purchase volume represents approximately $6.27B in transactions.

Of the 1,276 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 183,969,644 shares in the last 24 months. This volume of shares sold represents approximately $12.15B 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 9/2/2026. New 13F filings are added each quarter as they're published.
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