Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,687 institutions that hold shares in the stock, with a total of 1.16 Billion shares, which have been reported (via 13F filing form) to have a value of $74.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
547,686
shares
|
$35.2 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
542,354
shares
|
$34.9 Million
5.55% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
538,456
shares
|
$34.6 Million
0.06% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
537,167
shares
|
$34.6 Million
5.91% of portfolio
|
Q1 2024
Added 417.33%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
527,763
shares
|
$34 Million
0.01% of portfolio
|
Q1 2025
Added 12883.1%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
518,795
shares
|
$33.4 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
514,278
shares
|
$33.1 Million
0.26% of portfolio
|
Q1 2025
Added 159.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
511,601
shares
|
$32.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
511,041
shares
|
$32.9 Million
1.68% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
509,522
shares
|
$32.8 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
509,064
shares
|
$32.8 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
503,638
shares
|
$32.4 Million
0.24% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
502,767
shares
|
$32.4 Million
1.68% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
500,277
shares
|
$32.2 Million
5.16% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
496,179
shares
|
$31.9 Million
0.56% of portfolio
|
Q2 2025
Added 461.02%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
494,031
shares
|
$31.8 Million
2.38% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
491,387
shares
|
$31.6 Million
3.65% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
490,836
shares
|
$31.6 Million
0.16% of portfolio
|
Q1 2025
Added 135.62%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
489,221
shares
|
$31.5 Million
7.45% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
485,802
shares
|
$31.3 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
484,786
shares
|
$31.2 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
484,735
shares
|
$31.2 Million
8.56% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
478,814
shares
|
$30.8 Million
1.95% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
476,738
shares
|
$30.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
475,403
shares
|
$30.6 Million
0.7% of portfolio
|
Q1 2025
Reduced 34.76%
|