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Who Owns iShares Core S&P Mid-Cap ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core S&P Mid-Cap ETF.
Who crossed 5% of IJH →Managers holding
154
as of 2026-09-30
Reported value
$1.6B
summed across filings
Shares held
23M
Added vs trimmed
70 / 55
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Valeo Financial Advisors, LLCETF3.2M shtrimmed | $217.9M |
| Hamilton Capital, LLCCORE S&P MCP ETF1.9M shadded | $134.4M |
| Acropolis Investment Management, LLCCORE S&P MCP ETF1.7M shtrimmed | $123.4M |
| Avidian Wealth Enterprises, LLCCORE S&P MCP ETF1.5M shadded | $109.9M |
| Bangor Savings BankCORE S&P MCP ETF866.8K shtrimmed | $62.4M |
| RTD Financial Advisors, Inc.CORE S&P MCP ETF642.2K shadded | $46.2M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund630.5K shtrimmed | $45.4M |
| YHB Investment Advisors, Inc.CORE S&P MCP ETF618.8K shadded | $44.5M |
| Farther Finance Advisors, LLCETF599.2K shadded | $43.1M |
| Grove Bank & TrustCORE S&P MCP ETF596.2K shtrimmed | $42.9M |
| Leverty Financial Group, LLCCORE S&P MCP ETF587.9K shadded | $42.3M |
| TITLEIST ASSET MANAGEMENT, LLCCORE S&P MCP ETF559.6K shadded | $40.3M |
| Graves Light Lenhart Wealth, Inc.CORE S&P MCP ETF557K shadded | $40.1M |
| Apella Capital, LLCCORE S&P MCP ETF418.8K shtrimmed | $30.5M |
| FINANCIAL MANAGEMENT NETWORK INCCORE S&P MCP ETF393.2K shadded | $28.9M |
| Iowa State BankCom392.5K shadded | $28.2M |
| PROFESSIONAL ADVISORY SERVICES INCCOM389.6K shadded | $28M |
| Whitcomb & Hess, Inc.CORE S&P MCP ETF342.6K shadded | $24.7M |
| ANB BANKCom298.3K shtrimmed | $21.5M |
| jvl associates llcCORE S&P MCP ETF289.6K shtrimmed | $20.8M |
| Platt Investment Counsel, LLCCORE S&P MCP ETF283.3K shtrimmed | $20.4M |
| ROCKLAND TRUST COCORE S&P MCP ETF281.5K shtrimmed | $20.3M |
| MKD WEALTH COACHES, LLCCORE S&P MCP ETF264.7K shadded | $19M |
| Wedmont Private CapitalCORE S&P MCP ETF258.5K shadded | $18.9M |
| CoreCap Advisors, LLCETF256.4K shadded | $18.4M |
| DIVERSIFIED MANAGEMENT INCCORE S&P MCP ETF231.8K shadded | $16.7M |
| RFG - Bristol Wealth Advisors, LLCCORE S&P MCP ETF204.3K shadded | $14.7M |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE S&P MCP ETF198.7K shadded | $14.3M |
| ACIMA PRIVATE WEALTH, LLCETF198.5K shtrimmed | $14.3M |
| Gallagher Capital Advisors, LLCCORE S&P MCP ETF190K shtrimmed | $13.7M |
| COLTON GROOME FINANCIAL ADVISORS, LLCCORE S&P MCP ETF183.8K shadded | $13.2M |
| Lee, Kelleher & Klein Wealth ManagementCORE S&P MCP ETF172K shadded | $12.4M |
| Hiley Hunt Wealth ManagementCORE S&P MCP ETF164.5K shadded | $11.8M |
| Partnership Wealth Management, LLCETF154.6K shtrimmed | $11.1M |
| KFA Private Wealth Group, LLCCORE S&P MCP ETF153.4K shadded | $11M |
| TOMPKINS FINANCIAL CORPCORE S&P MCP ETF152.4K shadded | $11M |
| CENTRAL BANK & TRUST COEquities147.2K shadded | $10.6M |
| EASTERN BANKCORE S&P MCP ETF141.5K shtrimmed | $10.2M |
| David J Yvars GroupCORE S&P MCP ETF139.4K shadded | $10M |
| MAGNOLIA CAPITAL MANAGEMENT LTDUIU116.6K shtrimmed | $8.4M |
| Venture Visionary Partners LLCCORE S&P MCP ETF111K shadded | $8M |
| HWG Holdings LPCOM110.7K shadded | $8M |
| AMERICAN NATIONAL BANK & TRUSTCORE S&P MCP ETF104.5K shtrimmed | $7.5M |
| Kaydan Wealth Management, Inc.CORE S&P MCP ETF92.1K shtrimmed | $6.6M |
| Greenfield Savings BankCORE S&P MCP ETF85.4K shtrimmed | $6.1M |
| FC Advisory LLCCORE S&P MCP ETF81.8K shadded | $5.9M |
| American National Bank of TexasExchange Traded Fund81.3K shtrimmed | $5.8M |
| Delta Wealth Advisors LLCCORE S&P MCP ETF76.5K shtrimmed | $5.5M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF73.4K shtrimmed | $5.3M |
| Vilga Financial Planning LLCCORE S&P MCP ETF72.2K shtrimmed | $5.2M |
| Breakwater Capital GroupCORE S&P MCP ETF71.4K shadded | $5.1M |
| Councilor Wealth, LLCCORE S&P MCP ETF69K shtrimmed | $5M |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLCCORE S&P MCP ETF65.4K shadded | $4.7M |
| Legacy Private Trust Co.CORE S&P MCP ETF58.2K shtrimmed | $4.2M |
| Gradient Investments LLCCORE S&P MCP ETF54.7K shadded | $3.9M |
| Crumly & Associates Inc.CORE S&P MCP ETF49.2K shheld | $3.5M |
| General Partner, Inc.CL48.3K shheld | $3.5M |
| GAMMA Investing LLCETF44.9K shadded | $3.2M |
| Bank of New HampshireCORE S&P MCP ETF44.5K shtrimmed | $3.2M |
| Galvin, Gaustad & Stein, LLCCORE S&P MCP ETF43.4K shtrimmed | $3.1M |
| SAPIENT CAPITAL LLCCORE S&P MCP ETF43.1K shadded | $3.1M |
| First Heartland Consultants, Inc.CORE S&P MCP ETF43K shadded | $3.1M |
| Ballew Advisors, IncCORE S&P MCP ETF40.5K shtrimmed | $3M |
| Wealth Group LtdCORE S&P MCP ETF38.4K shtrimmed | $2.8M |
| Adirondack Capital Advisors, LLCCORE S&P MCP ETF39.1K shtrimmed | $2.8M |
| CANANDAIGUA NATIONAL BANK & TRUST COCom38.7K shtrimmed | $2.8M |
| SigFig Wealth Management, LLCCORE S&P MCP ETF38.2K shtrimmed | $2.7M |
| Trinity Financial Advisors LLCCORE S&P MCP ETF34.8K shadded | $2.5M |
| Gerald Baker Financial Group LLCCORE S&P MCP ETF33.8K shadded | $2.4M |
| Exchange BankMUTUAL FUNDS/EQ32.7K shtrimmed | $2.4M |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.CORE S&P MCP ETF30.5K shtrimmed | $2.2M |
| Dale Q Rice Investment Management LtdCORE S&P MCP ETF30.3K shadded | $2.2M |
| CHAPIN DAVIS, INC.CORE S&P MCP ETF29.4K shadded | $2.1M |
| Factor Wealth Management LTDCORE S&P MCP ETF28.6K shtrimmed | $2.1M |
| Weaver Consulting GroupCORE S&P MCP ETF27.1K shadded | $1.9M |
| Cooper Financial GroupCORE S&P MCP ETF27.1K shadded | $1.9M |
| S.E.E.D. Planning Group LLCCORE S&P MCP ETF26.2K shadded | $1.9M |
| Gainplan LLCCORE S&P MCP ETF24.7K shadded | $1.8M |
| Baron Financial Group, LLCCORE S&P MCP ETF24.4K shadded | $1.8M |
| Taylor & Morgan Wealth Management, LLCCORE S&P MCP ETF24.4K shadded | $1.8M |
| Peterson Wealth Advisors, LLCCORE S&P MCP ETF23.3K shtrimmed | $1.7M |
| Lincoln Capital LLCCORE S&P MCP ETF20.2K shtrimmed | $1.5M |
| ARMSTRONG ADVISORY GROUP, INCCORE S&P MCP ETF20.1K shadded | $1.4M |
| Box Hill Private Wealth LLCCORE S&P MCP ETF19.7K shadded | $1.4M |
| FELL CAPITAL MANAGEMENT /ADVCORE S&P MCP ETF19.2K shheld | $1.4M |
| GILPIN WEALTH MANAGEMENT, LLCCORE S&P MCP ETF18.7K shtrimmed | $1.3M |
| COLLECTIVE FAMILY OFFICE LLCCORE S&P MCP ETF16K shtrimmed | $1.2M |
| Roan Capital PartnersCORE S&P MCP ETF15.4K shadded | $1.1M |
| Wealth Enhancement Trust Services, Inc.CORE S&P MCP ETF15.3K shadded | $1.1M |
| Worth Asset Management, LLCETF15.1K sh— | $1.1M |
| Central Pacific Bank - Trust DivisionCORE S&P MCP ETF15K shadded | $1.1M |
| Balefire, LLCCORE S&P MCP ETF14.3K shtrimmed | $1M |
| Retirement Wealth Solutions LLCCORE S&P MCP ETF14.3K shadded | $1M |
| Emprise BankEquities12.9K shheld | $925.8K |
| Bath Savings Trust CoExchange Traded Fund12.6K shadded | $905.9K |
| KWMG, LLCCORE S&P MCP ETF12.6K shtrimmed | $903.7K |
| M.E. ALLISON & CO., INC.CORE S&P MCP ETF12.5K shheld | $900K |
| Capital Advisors Wealth Management, LLCCORE S&P MCP ETF11.9K shtrimmed | $856.1K |
| Adelphi Trust CoExchange Traded Fund11.9K shadded | $853K |
| Sound Income Strategies, LLCCORE S&P MCP ETF11.6K shtrimmed | $843.8K |
| O'Keefe Stevens Advisory, Inc.CORE S&P MCP ETF11.4K shtrimmed | $818.4K |
| TILIA FIDUCIARY PARTNERS, INC.ETF10.4K shtrimmed | $745.5K |
| CapWealth Advisors, LLCETF9.7K shheld | $698K |
| JUNCTURE WEALTH STRATEGIES, LLCCORE S&P MCP ETF9.3K shadded | $672.7K |
| Horizons Wealth ManagementETF9.2K shtrimmed | $659.8K |
| Canandaigua National Trust Co of FloridaCom9K shheld | $650.8K |
| Asempa Wealth AdvisorsCORE S&P MCP ETF8.9K shtrimmed | $649.5K |
| Montz Harcus Wealth Management LLCCORE S&P MCP ETF8.7K shadded | $628.9K |
| Hummer Financial Advisory Services IncCORE S&P MCP ETF8.6K shadded | $620.6K |
| FIRST COMMUNITY TRUST NACORE S&P MCP ETF8.4K shadded | $605.2K |
| EPIQ PARTNERS, LLCCORE S&P MCP ETF8.4K shadded | $604.9K |
| Pacifica Partners Inc.CORE S&P MCP ETF7.7K shadded | $562.8K |
| Prosperity Planning, Inc.CORE S&P MCP ETF7.5K shheld | $538.6K |
| Bill Few Associates, Inc.CORE S&P MCP ETF7.4K shadded | $533.9K |
| LAWOOD & COExchange Traded Fund7.3K shheld | $523.7K |
| Capital Planning LLCExchange Traded Fund7.1K shheld | $508.5K |
| BOS Asset Management, LLCCORE S&P MCP ETF6.9K shheld | $499.6K |
| Intelligence Driven Advisers, LLCCORE S&P MCP ETF6.9K shtrimmed | $495K |
| Successful Portfolios LLCCORE S&P MCP ETF6.5K shadded | $476.7K |
| Cassilly Financial Group LLCCORE S&P MCP ETF6K shadded | $428.6K |
| Sunburst Financial Group, LLCCORE S&P MCP ETF5.9K shtrimmed | $425.7K |
| TrueWealth Advisors, LLCCORE S&P MCP ETF5.7K shadded | $409.9K |
| McNaughton Wealth Management, LLCCORE S&P MCP ETF5.6K shheld | $402.9K |
| Midwest Financial Partners Investments, Inc.CORE S&P MCP ETF5.4K shadded | $387K |
| WoodTrust Financial CorpOTHER5.4K sh— | $385K |
| RVW Wealth, LLCCORE S&P MCP ETF5.3K shheld | $382.4K |
| Heartwood Wealth Advisors LLCETF5.3K shheld | $380.8K |
| Everhart Financial Group, Inc.CORE S&P MCP ETF5.2K shtrimmed | $376.8K |
| Whitaker-Myers Wealth Managers, LTD.CORE S&P MCP ETF4.7K shtrimmed | $341K |
| AVAII WEALTH MANAGEMENT, LLCCORE S&P MCP ETF4.3K shtrimmed | $318.7K |
| ATWOOD & PALMER INCCOM4.4K shheld | $315.1K |
| Green Ridge Wealth Planning LLCCORE S&P MCP ETF4.1K shheld | $291.4K |
| Financial Symmetry IncCOM4K shadded | $285K |
| LEGACY SOLUTIONS, LLCCORE S&P MCP ETF3.8K shadded | $273K |
| City Center Advisors, LLCCORE S&P MCP ETF3.8K shadded | $271.8K |
| Rosenberg Matthew HamiltonETF3.4K shtrimmed | $242.5K |
| Pathway Financial Advisors LLCCORE S&P MCP ETF3.3K shadded | $239K |
| Echo45 Advisors LLCCORE S&P MCP ETF3.2K sh— | $233.6K |
| Shira Ridge Wealth ManagementCORE S&P MCP ETF3K shtrimmed | $215.9K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCORE S&P MCP ETF2.8K shheld | $202.5K |
| Mallini Complete Financial Planning LLCETF2.8K shadded | $201.8K |
| STEPH & COCORE S&P MCP ETF2K shtrimmed | $145.8K |
| Marquette Asset Management, LLCCORE S&P MCP ETF1.9K shtrimmed | $138.1K |
| TOTH FINANCIAL ADVISORY CORPCORE S&P MCP ETF1.9K shheld | $135.8K |
| Trust CoETF1.6K shadded | $112K |
| ELEVATION WEALTH PARTNERS, LLCCORE S&P MCP ETF1.4K shheld | $100.4K |
| Bank & Trust CoCORE S&P MCP ETF621 shheld | $44.7K |
| Davis Capital ManagementETF465 shheld | $33.5K |
| Investors Research CorpCORE S&P MCP ETF379 shadded | $27.3K |
| Paladin Partners, LLCETF325 shheld | $23.4K |
| Bullock Wealth Management GroupETF250 shheld | $18.2K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHCORE S&P MCP ETF250 sh— | $18K |
| MJT & Associates Financial Advisory Group, Inc.ETF230 shheld | $16.5K |
| Byrne Asset Management LLCCOM125 shheld | $9.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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