Explore more topics
Public ownership evidence

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

Read IJH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-295,104$393,569None
Cornerstone Financial Management LLC2026-03-312026-08-295,486$370,488None
Cornerstone Financial Management LLC2025-12-312026-08-295,486$362,094None
Provida Pension Fund Administrator2026-03-312026-08-29282,925$19,105,925None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2997,868$5,710,603None
Corient Private Wealth LP2026-06-302026-08-2863,893$4,926,816None
Corient Private Wealth LP2026-06-302026-08-285,050,365$389,434,048None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-281,166$89,911None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-281,012$68,340None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2852,316$3,452,889None
Wellington Grp LLC2026-06-302026-08-2710,617$818,677None
AFFINITY WEALTH LLC2025-12-312026-08-27262$17,292None
AFFINITY WEALTH LLC2025-09-302026-08-27162$10,572None
Reflection Asset Management2026-03-312026-08-276,717$485,673None
Legacy Edge Advisors, LLC2025-09-302026-08-275,827$380,270None
HORAN Wealth, LLC2026-06-302026-08-27776,645$59,887,089None
Dakota Wealth Management2025-09-302026-08-2760,463$3,945,812None
Dakota Wealth Management2025-12-312026-08-2756,756$3,745,907None
Dakota Wealth Management2026-03-312026-08-2756,327$3,803,739None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2750,493$3,409,826None
Advus Financial Partners, LLC2026-06-302026-08-2637,774$2,912,746None
Advus Financial Partners, LLC2026-03-312026-08-2638,395$2,592,806None
Advus Financial Partners, LLC2025-12-312026-08-2643,476$2,869,390None
Advus Financial Partners, LLC2025-09-302026-08-2643,519$2,840,020None
Advus Financial Partners, LLC2025-06-302026-08-2643,687$2,709,437None
Advus Financial Partners, LLC2025-03-312026-08-2644,412$2,591,468None
Advus Financial Partners, LLC2024-12-312026-08-2644,959$2,801,423None
Advus Financial Partners, LLC2024-09-302026-08-2649,738$3,099,666None
Advus Financial Partners, LLC2024-06-302026-08-2650,498$2,955,137None
Advus Financial Partners, LLC2024-03-312026-08-2651,017$3,098,767None
Advus Financial Partners, LLC2023-12-312026-08-2610,511$2,913,229None
Advus Financial Partners, LLC2023-09-302026-08-2610,970$2,735,464None
Advus Financial Partners, LLC2023-06-302026-08-2611,795$3,084,226None
Advus Financial Partners, LLC2023-03-312026-08-2612,527$3,133,821None
Advus Financial Partners, LLC2022-12-312026-08-2616,800$4,063,841None
Advus Financial Partners, LLC2022-09-302026-08-2617,249$3,781,936None
Advus Financial Partners, LLC2022-06-302026-08-2617,548$3,969,991None
Advus Financial Partners, LLC2022-03-312026-08-2618,868$5,063,129None
Advus Financial Partners, LLC2021-09-302026-08-2619,114$5,410,777None
Financial Insights, Inc.2026-06-302026-08-2614,398$1,110,230None
Serenity Investment Advisors2026-06-302026-08-257,451$569,046None
CARLSON FINANCIAL, INC.2026-06-302026-08-252,835$218,441None
CARLSON FINANCIAL, INC.2025-12-312026-08-253,103$204,788None
Strategic Financial Services, Inc.2026-06-302026-08-254,135$318,850None
Bernard Wealth Management Corp.2026-06-302026-08-2218,136$1,398,467None
Kings Path Partners LLC2026-03-312026-08-226,524$440,581None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,774$368,115None
Forefront Wealth Partners, LLC2026-06-302026-08-2143,714$3,370,810None
Layline Advisors, LLC2026-06-302026-08-2156,880$4,385,991None
Rehmann Capital Advisory Group2026-06-302026-08-21100,125$7,719,697None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Provida Pension Fund Administrator ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗BOSTON RESEARCH & MANAGEMENT INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.