IJH · iShares Core S&P Mid-Cap ETF ETF
$75.85
+0.10 (+0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 16
Total Value: $525,131,659
Total Shares: 6,810,163
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 16 13F filers · Δ vs Mar 31, 2026Top Holder
75.1%
+4.1 pts
Top 5
97.6%
+3.4 pts
Top 10
99.6%
−0.2 pts
HHI
5,849
Highly concentrated+548
Quarterly Activity
vs Mar 31, 2026
New
11
Increased
3
Decreased
2
Sold Out
7
Unchanged
0
Holder count:
+4
Institutional value:
+311.0%
Shares held:
+259.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +558 | 37,578 | |
| Small TUCKER ASSET MANAGEMENT LLC | +154 | 1,166 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +7 | 2,980 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | −621 | 37,774 | |
| Small Cornerstone Financial Management LLC | −382 | 5,104 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 5,114,258 | $394,360,434 | |
| Small HORAN Wealth, LLC | 776,645 | $59,887,095 | |
| Small Planning Project LLC | 587,162 | $45,276,061 | |
| Mega CITADEL ADVISORS LLC | 132,200 | $10,193,942 | |
| Mid Parkside Financial Bank & Trust | 39,353 | $3,034,509 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 1,343,949 | $90,756,873 | |
| Mid Provida Pension Fund Administrator | 282,925 | $19,105,925 | |
| Mid Dakota Wealth Management | 56,327 | $3,803,762 | |
| Small BOSTON RESEARCH & MANAGEMENT INC | 50,493 | $3,409,792 | |
| Micro Layline Advisors, LLC | 48,671 | $3,286,752 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IJH | $394,360,434 | 75.10% | 5,114,258 | Shares | 2026-08-27 | |
| Small HORAN Wealth, LLC IJH | $59,887,095 | 11.40% | 776,645 | Shares | 2026-08-26 | |
| Small Planning Project LLC IJH | $45,276,061 | 8.62% | 587,162 | Shares | 2026-09-01 | |
| Mega CITADEL ADVISORS LLC IJH | $9,338,021 | 1.78% | 121,100 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IJH | $3,034,509 | 0.58% | 39,353 | Shares | 2026-09-04 | |
| Small Advus Financial Partners, LLC IJH | $2,912,753 | 0.55% | 37,774 | Shares | 2026-08-25 | |
| Small Range Advisory, LLC IJH | $2,897,639 | 0.55% | 37,578 | Shares | 2026-09-02 | |
| Small Second Line Capital, LLC IJH | $2,313,685 | 0.44% | 30,005 | Shares | 2026-09-02 | |
| Small Financial Insights, Inc. IJH | $1,110,229 | 0.21% | 14,398 | Shares | 2026-08-25 | |
| Small BROWN, LISLE/CUMMINGS, INC. IJH | $1,075,915 | 0.20% | 13,953 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IJH | $855,921 | 0.16% | 11,100 | Put | 2026-09-02 | |
| Small Wellington Grp LLC IJH | $818,676 | 0.16% | 10,617 | Shares | 2026-08-26 | |
| Small Cornerstone Financial Management LLC IJH | $393,569 | 0.07% | 5,104 | Shares | 2026-08-28 | |
| Mid Strategic Financial Services, Inc. IJH | $318,849 | 0.06% | 4,135 | Shares | 2026-08-24 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IJH | $229,787 | 0.04% | 2,980 | Shares | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. IJH | $218,606 | 0.04% | 2,835 | Shares | 2026-08-24 | |
| Small TUCKER ASSET MANAGEMENT LLC IJH | $89,910 | 0.02% | 1,166 | Shares | 2026-08-27 |